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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2201
True Wealth Design
Ohio
$7.55K -$1.7K -19 -18%
FG
2202
Fairman Group
Pennsylvania
$7.08K +$90 +1 +1%
AWM
2203
Accredited Wealth Management
Kentucky
$6.94K +$82.2K +918 +1,120%
CAC
2204
Core Alternative Capital
Georgia
$6.88K -$448 -5 -6%
BI
2205
Binnacle Investments
Iowa
$6.77K – – –
FFL
2206
Financial Freedom LLC
Ohio
$6.67K – – –
MAFA
2207
MJT & Associates Financial Advisory
Minnesota
$6.6K – – –
1M
2208
1248 Management
Missouri
$6.34K -$25.2K -281 -79%
CWP
2209
Clark Wealth Partners
Illinois
$6.15K +$1.34K +15 +26%
IW
2210
Imprint Wealth
South Carolina
$6.01K +$6.36K +71 New
PG
2211
Proffitt & Goodson
Tennessee
$5.84K +$6.18K +69 New
MSFP
2212
Mark Sheptoff Financial Planning
Connecticut
$5.84K – – –
SC
2213
Steph & Co
Wisconsin
$5.67K – – –
MAM
2214
MMA Asset Management
Pennsylvania
$5.44K +$5.73K +64 New
DPW
2215
DiNuzzo Private Wealth
Pennsylvania
$5.29K +$90 +1 +2%
TFM
2216
TFC Financial Management
Massachusetts
$5.1K +$806 +9 +18%
BGC
2217
Beutel, Goodman & Co
Ontario, Canada
$5K – – –
WCM
2218
Westend Capital Management
California
$4.74K – – –
AIA
2219
Aventus Investment Advisors
Florida
$4.58K – – –
MAM
2220
Morse Asset Management
Connecticut
$4.41K – – –
PWA
2221
Principia Wealth Advisory
Texas
$4.32K -$358 -4 -7%
AEPWM
2222
Atlantic Edge Private Wealth Management
Florida
$4.23K – – –
BWM
2223
Bernard Wealth Management
Michigan
$4.23K – – –
IAG
2224
Innovative Advisory Group
Massachusetts
$4.23K – – –
JFG
2225
JDM Financial Group
Texas
$4.23K – – –
87 88
89
90 91