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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Sugarloaf Wealth Management
Georgia
$3.23K +$1.94K +10 +100%
MCM
1052
MV Capital Management
Maryland
$3.23K +$2.71K +14 +233%
AP
1053
Aspect Partners
Virginia
$3.23K +$3.88K +20 New
MFT
1054
Moisand Fitzgerald Tamayo
Florida
$3.23K +$3.88K +20 New
RWM
1055
Raffa Wealth Management
District of Columbia
$3.07K – – –
AW
1056
Avion Wealth
Texas
$3K -$776 -4 -21%
PWMG
1057
Prestige Wealth Management Group
New Jersey
$2.91K – – –
BHWM
1058
Bay Harbor Wealth Management
Maryland
$2.91K – – –
JFA
1059
JNBA Financial Advisors
Minnesota
$2.75K – – –
PCFFS
1060
Pacific Center for Financial Services
California
$2.75K +$3.3K +17 New
GWM
1061
Geneos Wealth Management
Colorado
$2.75K -$9.11K -47 -73%
T
1062
Tidemark
California
$2.75K – – –
CCM
1063
Chilton Capital Management
Texas
$2.59K – – –
CWM
1064
Cedar Wealth Management
California
$2.59K +$3.1K +16 New
NIC
1065
Northwest Investment Counselors
Oregon
$2.59K +$3.1K +16 New
FMII
1066
Farmers & Merchants Investments Inc
Nebraska
$2.42K – – –
RFG
1067
RFP Financial Group
Georgia
$2.26K – – –
VCM
1068
Versant Capital Management
Arizona
$2.1K -$1.16K -6 -32%
AA
1069
Addison Advisors
Vermont
$2.1K – – –
ME
1070
McIlrath & Eck
Washington
$1.94K – – –
PS
1071
PayPay Securities
Japan
$1.94K +$194 +1 +9%
YAL
1072
Your Advocates Ltd
Texas
$1.78K – – –
FSWA
1073
Financial Synergies Wealth Advisors
Texas
$1.78K +$776 +4 +57%
OP
1074
ORG Partners
Indiana
$1.76K -$5.43K -28 -72%
BCH
1075
Berkshire Capital Holdings
California
$1.62K -$10.7M -55,350 -100%
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43
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