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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
ClariVest Asset Management
California
$1.03K – – –
CAL
502
Capital Analysts LLC
Pennsylvania
$1K – – –
CA
503
Centerpoint Advisors
Massachusetts
$1K – – –
AWM
504
Activest Wealth Management
Florida
$995 – – –
WWM
505
Wolff Wiese Magana
California
$835 – – –
CMA
506
Cedar Mountain Advisors
Oregon
$792 – – –
AWM
507
Avior Wealth Management
Nebraska
$738 +$217 +19 +38%
DPW
508
DiNuzzo Private Wealth
Pennsylvania
$728 +$23 +2 +3%
WWP
509
WR Wealth Planners
Missouri
$706 – – –
MIM
510
Macroview Investment Management
Maryland
$664 -$5.84K -512 -89%
TPW
511
Talon Private Wealth
Florida
$653 +$696 +61 New
PCMC
512
Planning Capital Management Corporation
Pennsylvania
$642 +$684 +60 New
AF
513
Advisornet Financial
Minnesota
$621 -$456 -40 -41%
QCG
514
Quadrant Capital Group
Ohio
$610 -$125 -11 -16%
KHC
515
Koesten Hirschmann & Crabtree
Kansas
$535 – – –
NECFA
516
New England Capital Financial Advisors
Connecticut
$535 – – –
GI
517
GAMMA Investing
California
$535 +$57 +5 +11%
BCM
518
Blume Capital Management
California
$428 – – –
FGA
519
Fortis Group Advisors
New Jersey
$428 – – –
PFBT
520
Parkside Financial Bank & Trust
Missouri
$386 – – –
ZB
521
Zions Bancorporation
Utah
$385 -$764 -67 -65%
PAI
522
Pittenger & Anderson Inc
Nebraska
$375 – – –
RCM
523
Ravenstone Capital Management
$374 – – –
PS
524
PayPay Securities
Japan
$332 -$91 -8 -21%
TWD
525
True Wealth Design
Ohio
$332 -$57 -5 -14%
19 20
21
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