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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
301
Valued Wealth Advisors
Utah
$5.36K +$4.81K +54 New
DAM
302
Delta Asset Management
Tennessee
$4.97K – – –
KFAS
303
Keating Financial Advisory Services
Kansas
$4.67K -$890 -10 -18%
RF
304
Rossby Financial
Florida
$3.77K -$89 -1 -3%
CT
305
Colonial Trust
South Carolina
$3.5K +$356 +4 +13%
QL
306
Quarry LP
New York
$3.48K +$89 +1 +3%
IAIM
307
International Assets Investment Management
Florida
$3.34K – – –
IAS
308
IMA Advisory Services
Colorado
$2.88K +$890 +10 +53%
AAP
309
Arax Advisory Partners
Colorado
$2.88K -$7.03K -79 -73%
FFO
310
Fortitude Family Office
Arizona
$2.58K -$89 -1 -4%
RWS
311
Retirement Wealth Solutions
Wisconsin
$2.48K -$534 -6 -19%
GFA
312
Godfrey Financial Associates
New York
$2.48K -$356 -4 -14%
MNA
313
Manning & Napier Advisors
New York
$2.47K +$2.23K +25 New
SS
314
SBI Securities
Japan
$2.38K -$445 -5 -17%
KG
315
Kilter Group
New York
$2.38K -$356 -4 -14%
BWA
316
Basecamp Wealth Advisors
Washington
$2.29K -$6.05K -68 -75%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$2.29K – – –
APFP
318
Action Point Financial Planning
Michigan
$2.29K +$2.14K +24 New
CA
319
Continuum Advisory
Idaho
$1.99K +$1.78K +20 New
CFM
320
Cornerstone Financial Management
Massachusetts
$1.79K – – –
JWM
321
JPL Wealth Management
Colorado
$1.69K -$178 -2 -11%
MA
322
MCF Advisors
Kentucky
$1.49K -$890 -10 -40%
CFB
323
Cullen/Frost Bankers
Texas
$1.49K – – –
NWMP
324
Noble Wealth Management PBC
Colorado
$1.39K +$1.25K +14 New
CA
325
Clearstead Advisors
Ohio
$1.29K +$1.16K +13 New
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13
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