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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
1051
Noble Wealth Management PBC
Colorado
$54.6K – – –
TFA
1052
Transamerica Financial Advisors
Florida
$54.2K -$55.8K -117 -50%
CFSG
1053
Community Financial Services Group
Vermont
$52.4K +$52.9K +111 New
CYG
1054
Clean Yield Group
Vermont
$50.5K – – –
RS
1055
Rakuten Securities
Japan
$50.5K +$477 +1 +0.9%
STB
1056
S&T Bank
Pennsylvania
$49.6K +$7.63K +16 +17%
TFM
1057
TFC Financial Management
Massachusetts
$48.7K – – –
BCWM
1058
Bartlett & Co Wealth Management
Ohio
$48.7K +$44.8K +94 +783%
CFO
1059
CVA Family Office
Colorado
$48.2K -$19.1K -40 -28%
CI
1060
CAZ Investments
Texas
$45.9K – – –
PF
1061
PlanVest Financial
Maryland
$45.9K – – –
C
1062
Covestor
United Kingdom
$45K +$13.3K +28 +41%
WIM
1063
Westside Investment Management
California
$43.6K -$52K -109 -53%
APW
1064
Aventura Private Wealth
Florida
$40.4K -$12.4K -26 -23%
CAL
1065
Capital Advisors Ltd
Ohio
$40K – – –
PWAM
1066
Private Wealth Asset Management
Iowa
$39.9K – – –
WA
1067
WPG Advisers
Maryland
$39.5K -$34.3K -72 -46%
TFGT
1068
TS Financial Group (TSFG)
Illinois
$37K +$11K +23 +40%
SL
1069
Salomon & Ludwin
Virginia
$36.4K -$7.63K -16 -17%
BHWM
1070
Beaird Harris Wealth Management
Texas
$36.3K – – –
RF
1071
Rossby Financial
Florida
$35.8K +$477 +1 +1%
HC
1072
Hurley Capital
New York
$35.4K – – –
NSIM
1073
North Star Investment Management
Illinois
$34.4K – – –
BC
1074
Barrett & Company
Rhode Island
$32.1K – – –
KFAS
1075
Keating Financial Advisory Services
Kansas
$32.1K +$10.5K +22 +46%
41 42
43
44 45