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Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
1401
Your Advocates Ltd
Texas
$46.1K – – –
LAM
1402
LOM Asset Management
$46K +$40K +400 New
GA
1403
GoalVest Advisory
New York
$45.8K – – –
SWP
1404
Strategic Wealth Partners
Ohio
$45.6K +$39.5K +395 New
HWM
1405
HighMark Wealth Management
Minnesota
$43.6K -$5K -50 -12%
S
1406
Sachetta
Massachusetts
$42.9K – – –
CYG
1407
Clean Yield Group
Vermont
$42K -$21.8K -218 -37%
FMP
1408
Financial Management Professionals
Texas
$41.8K +$100 +1 +0.3%
KFI
1409
Key Financial Inc
Pennsylvania
$39.7K – – –
DI
1410
DAGCO Inc
Ohio
$36.6K – – –
SL
1411
Salomon & Ludwin
Virginia
$36.3K +$30K +300 +1,875%
CWP
1412
Concord Wealth Partners
Virginia
$34.6K – – –
FIM
1413
FWL Investment Management
Texas
$34.6K – – –
SC
1414
Swan Capital
Florida
$34.6K – – –
SPM
1415
Symmetry Peak Management
Pennsylvania
$33.5K +$29K +290 New
GWS
1416
Greykasell Wealth Strategies
California
$32.4K +$28K +280 +28,000%
PFBT
1417
Parkside Financial Bank & Trust
Missouri
$31.7K -$20.3K -203 -42%
SIC
1418
SJS Investment Consulting
Ohio
$31.6K -$7.6K -76 -22%
AIM
1419
Access Investment Management
Georgia
$31.5K +$27.3K +273 New
AWM
1420
Activest Wealth Management
Florida
$31.4K -$53.4K -534 -66%
PSFG
1421
Park Square Financial Group
Georgia
$31.4K – – –
W
1422
WealthCollab
Washington
$30.8K – – –
GIA
1423
GHP Investment Advisors
Colorado
$30.7K -$2.4K -24 -8%
HCM
1424
Horrell Capital Management
Arkansas
$30.6K +$100 +1 +0.4%
GWSA
1425
Global Wealth Strategies & Associates
Colorado
$30.3K +$17K +170 +183%
55 56
57
58 59