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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
2301
Atlantic Edge Private Wealth Management
Florida
$4.58K – – –
JFG
2302
JDM Financial Group
Texas
$4.58K – – –
DI
2303
DAGCO Inc
Ohio
$4.31K – – –
CFS
2304
Compass Financial Services
Iowa
$4.23K -$4.94K -57 -55%
HFM
2305
Hartford Financial Management
Connecticut
$3.85K – – –
PWM
2306
Parkworth Wealth Management
California
$3.84K +$1.47K +17 +68%
RF
2307
Roxbury Financial
New Jersey
$3.68K -$13.5K -156 -80%
FF
2308
Friedenthal Financial
New Jersey
$3.57K +$3.38K +39 New
BHWM
2309
Bay Harbor Wealth Management
Maryland
$3.3K +$2.17K +25 +227%
HIW
2310
Holos Integrated Wealth
Pennsylvania
$3.13K – – –
SC
2311
Stephens Consulting
Michigan
$3.02K +$2.86K +33 New
CT
2312
Coastline Trust
Rhode Island
$2.75K – – –
PWMA
2313
Pension & Wealth Management Advisors
Massachusetts
$2.75K +$2.6K +30 New
TPW
2314
Talon Private Wealth
Florida
$2.38K +$2.25K +26 New
BBPWM
2315
Blue Bell Private Wealth Management
Pennsylvania
$2.26K -$1.3K -15 -38%
CW
2316
Curio Wealth
Maryland
$2.21K +$1.99K +23 +2,300%
PMIM
2317
Prudent Man Investment Management
Colorado
$2.19K – – –
GFL
2318
Granite FO LLC
New Hampshire
$2.11K – – –
PS
2319
PayPay Securities
Japan
$2.02K -$433 -5 -19%
WA
2320
WestEnd Advisors
North Carolina
$2.02K -$87 -1 -4%
RWM
2321
Rialto Wealth Management
New York
$1.38K -$173 -2 -12%
DAL
2322
Delta Accumulation LLC
California
$1.36K – – –
VWWMG
2323
Vermillion & White Wealth Management Group
Pennsylvania
$1.29K – – –
EP
2324
Essential Partners
California
$1.28K +$1.21K +14 New
EPW
2325
Evergreen Private Wealth
Colorado
$1.28K +$1.21K +14 New
91 92
93
94 95