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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1651
Rise Advisors
New York
$42.2K -$3.04M -39,079 -98%
BBPWM
1652
Blue Bell Private Wealth Management
Pennsylvania
$42K +$4.6K +59 +10%
CPG
1653
Cornerstone Planning Group
New Jersey
$41.6K +$15.3K +196 +42%
HDIM
1654
Hanson & Doremus Investment Management
Vermont
$41K +$11.7K +150 +32%
MAM
1655
Meeder Asset Management
Ohio
$39.4K -$132K -1,699 -74%
PA
1656
Pineridge Advisors
Missouri
$39.1K – – –
PWMG
1657
Prestige Wealth Management Group
New Jersey
$37.6K – – –
WPA
1658
West Paces Advisors
Georgia
$37K – – –
PC
1659
Promus Capital
Illinois
$36.7K – – –
TC
1660
Tacita Capital
Ontario, Canada
$36.3K – – –
MFT
1661
Moisand Fitzgerald Tamayo
Florida
$36K +$234 +3 +0.5%
TF
1662
Tompkins Financial
New York
$36K -$2.65K -34 -6%
BCM
1663
Blume Capital Management
California
$35.9K -$15.6K -200 -27%
SFCL
1664
Strengthening Families & Communities LLC
Massachusetts
$35.6K – – –
API
1665
Asset Planning Inc
California
$35.1K – – –
DAM
1666
Delta Asset Management
Tennessee
$34.8K – – –
CA
1667
Crewe Advisors
Utah
$34.6K +$38.7K +497 +1,462%
HWA
1668
HHM Wealth Advisors
Tennessee
$34.5K – – –
SIS
1669
Strategic Investment Solutions
Illinois
$34.3K -$31.5K -405 -44%
TIM
1670
Tortoise Investment Management
New York
$33.6K – – –
MFC
1671
Mechanics Financial Corp
Ohio
$33.5K – – –
AAG
1672
Armstrong Advisory Group
Massachusetts
$33.1K – – –
MMG
1673
Monetary Management Group
Missouri
$32.6K – – –
SN
1674
Sittner & Nelson
Oregon
$32.6K – – –
LFA
1675
LGT Financial Advisors
Texas
$32.6K +$38.9K +500 New
65 66
67
68 69