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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
501
Physician Wealth Advisors
Utah
$1.69K +$838 +39 +115%
CSC
502
Caldwell Sutter Capital
California
$1.5K – – –
GJIA
503
Glass Jacobson Investment Advisors
Maryland
$1.39K – – –
GSEP
504
Golden State Equity Partners
California
$1.32K +$1.23K +57 New
KFI
505
Key Financial Inc
Pennsylvania
$1.29K – – –
FFO
506
Fortitude Family Office
Arizona
$1.25K +$1.16K +54 New
BW
507
Basepoint Wealth
Iowa
$1.23K +$21 +1 +2%
BGAI
508
Bruce G. Allen Investments
Colorado
$1.2K -$365 -17 -25%
CBT
509
Crews Bank & Trust
Florida
$1.15K – – –
WIM
510
Westside Investment Management
California
$1.15K – – –
FPF
511
First Pacific Financial
Washington
$1.15K +$1.07K +50 New
GEA
512
Glen Eagle Advisors
New Jersey
$1.02K – – –
KG
513
Kilter Group
New York
$947 +$881 +41 New
CTB
514
Country Trust Bank
Illinois
$923 – – –
UB
515
UMB Bank
Missouri
$923 +$860 +40 New
WBWA
516
William B. Walkup & Associates
South Carolina
$858 +$817 +38 New
SAM
517
Smartleaf Asset Management
Massachusetts
$842 +$494 +23 +164%
AF
518
Align Financial
Minnesota
$808 -$14.3K -665 -95%
CH
519
Cromwell Holdings
Wyoming
$715 +$236 +11 +55%
MHIP
520
Mountain Hill Investment Partners
New Jersey
$715 +$666 +31 New
IAIM
521
International Assets Investment Management
Florida
$702 – – –
SIC
522
Salem Investment Counselors
North Carolina
$693 +$645 +30 New
NEWAS
523
N.E.W. Advisory Services
Wisconsin
$646 -$164K -7,624 -100%
SC
524
SouthState Corp
Florida
$624 -$494 -23 -46%
HWP
525
Highline Wealth Partners
California
$600 +$559 +26 New
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