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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1326
FWL Investment Management
Texas
$55.8K +$51.1K +525 New
RCM
1327
Raleigh Capital Management
North Carolina
$55.3K – – –
SAM
1328
Smartleaf Asset Management
Massachusetts
$55.3K +$5.06K +52 +11%
PWMG
1329
Private Wealth Management Group
New Jersey
$55.1K – – –
MFA
1330
McClarren Financial Advisors
Pennsylvania
$55K +$35K +360 +225%
OPTFSNA
1331
Old Point Trust & Financial Services N A
Virginia
$53.2K – – –
PWMA
1332
Pension & Wealth Management Advisors
Massachusetts
$51.3K +$22.6K +232 +93%
OC
1333
Oarsman Capital
Wisconsin
$48.7K -$17.6K -181 -28%
SO
1334
Sierra Ocean
California
$46K +$42.1K +433 New
HWM
1335
Hemington Wealth Management
Virginia
$46K +$5.16K +53 +14%
HWM
1336
HighMark Wealth Management
Minnesota
$45.5K -$1.26K -13 -3%
OLVIG
1337
Oliver Lagore Vanvalin Investment Group
Michigan
$45.2K +$2.43K +25 +6%
BIG
1338
Brooklyn Investment Group
New York
$43.9K – – –
FMP
1339
Financial Management Professionals
Texas
$43K -$3.6K -37 -8%
MG
1340
Mather Group
Illinois
$42.6K +$17.9K +184 +85%
YAL
1341
Your Advocates Ltd
Texas
$42.5K – – –
SAM
1342
Synergy Asset Management
Washington
$41.7K +$50.6K +520 New
S
1343
Sachetta
Massachusetts
$39.6K – – –
CWP
1344
Concord Wealth Partners
Virginia
$39.1K – – –
NWWA
1345
New Wave Wealth Advisors
Arkansas
$38.9K +$35.6K +366 New
CYG
1346
Clean Yield Group
Vermont
$38.7K – – –
SIC
1347
SJS Investment Consulting
Ohio
$37.2K – – –
GA
1348
GoalVest Advisory
New York
$36.9K – – –
KFI
1349
Key Financial Inc
Pennsylvania
$36.6K +$2.33K +24 +8%
CWC
1350
Carolinas Wealth Consulting
North Carolina
$36.3K -$30.4K -313 -48%
52 53
54
55 56