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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
551
RMR Wealth Builders
New Jersey
$10K +$11.1K +100 New
CFA
552
Carroll Financial Associates
North Carolina
$9K +$5.65K +51 +128%
HR
553
Howe & Rusling
New York
$9K +$9.41K +85 New
SLF
554
Sun Life Financial
Ontario, Canada
$9K +$9.75K +88 New
CFO
555
CVA Family Office
Colorado
$9K +$9.86K +89 New
BWM
556
Baystate Wealth Management
Massachusetts
$9K +$9.97K +90 New
PWMG
557
Prestige Wealth Management Group
New Jersey
$8K +$886 +8 +13%
CWA
558
Carolina Wealth Advisors
South Carolina
$6K -$147K -1,327 -96%
TC
559
Trust Company
Kansas
$6K – – –
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$997 +9 +18%
AS
561
Altshuler Shaham
Israel
$6K +$6.64K +60 New
ACM
562
Allred Capital Management
Texas
$5.24K +$5.54K +50 New
ME
563
McIlrath & Eck
Washington
$5K -$6.31K -57 -56%
1IA
564
1834 Investment Advisors
Wisconsin
$5K -$5.54K -50 -50%
SWA
565
SOA Wealth Advisors
New York
$5K – – –
TIM
566
Tortoise Investment Management
New York
$5K – – –
EW
567
Evoke Wealth
California
$5K +$5.65K +51 New
AWC
568
Abundance Wealth Counselors
Pennsylvania
$5K +$5.76K +52 New
ADIM
569
Alpha DNA Investment Management
Maryland
$4K – – –
FMP
570
Financial Management Professionals
Texas
$4K – – –
MWP
571
Meridian Wealth Partners
Pennsylvania
$4K +$4.98K +45 New
SWA
572
Sutton Wealth Advisors
Florida
$3.25K +$3.43K +31 New
RWM
573
Raffa Wealth Management
District of Columbia
$3.15K +$554 +5 +20%
FF
574
FourThought Financial
Florida
$3K -$12.2K -110 -76%
WCM
575
Wealthcare Capital Management
Virginia
$3K +$2.66K +24 New
21 22
23
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