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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$1.59K -$1.69K -47 -47%
SIS
377
Sound Income Strategies
Florida
$1.52K +$1.83K +51 New
TPCW
378
TD Private Client Wealth
New York
$1.41K +$1.69K +47 New
CFD
379
Creative Financial Designs
Indiana
$1.23K +$430 +12 +41%
FNWA
380
Financial Network Wealth Advisors
Utah
$1.11K +$1.33K +37 New
KIM
381
Kestra Investment Management
Texas
$1.08K +$1.29K +36 New
AW
382
Avion Wealth
Texas
$1K – – –
PMAM
383
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
VWM
384
Vermillion Wealth Management
Minnesota
$912 – – –
SC
385
Stephens Consulting
Michigan
$899 +$1.08K +30 New
BGAI
386
Bruce G. Allen Investments
Colorado
$689 +$825 +23 New
PWMG
387
Private Wealth Management Group
New Jersey
$659 – – –
AIC
388
Archer Investment Corporation
Indiana
$599 -$69.2K -1,930 -99%
SIC
389
SJS Investment Consulting
Ohio
$599 -$179 -5 -20%
SC
390
SouthState Corp
Florida
$540 +$646 +18 New
PWMG
391
Prestige Wealth Management Group
New Jersey
$510 – – –
HFS
392
Hughes Financial Services
Virginia
$506 +$610 +17 New
RWM
393
Rialto Wealth Management
New York
$480 +$574 +16 New
CA
394
CoreCap Advisors
Michigan
$449 +$538 +15 New
PWA
395
Provenance Wealth Advisors
Florida
$419 – – –
HWP
396
Highline Wealth Partners
California
$419 +$502 +14 New
GFPC
397
Global Financial Private Client
Florida
$389 +$179 +5 +63%
WCM
398
WealthTrak Capital Management
Virginia
$300 +$179 +5 +100%
AWM
399
Abound Wealth Management
Tennessee
$150 -$108 -3 -38%
PWAM
400
Private Wealth Asset Management
Iowa
$150 +$179 +5 New
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16
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