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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1251
LGT Financial Advisors
Texas
$18.1K – – –
T
1252
Tidemark
California
$18.1K +$699 +1 +4%
DF
1253
Dunhill Financial
United Kingdom
$17.4K – – –
MSG
1254
Main Street Group
Virginia
$17.4K – – –
MWA
1255
Medallion Wealth Advisors
Connecticut
$17.4K – – –
FRA
1256
Front Row Advisors
California
$17.4K +$10.5K +15 +150%
CIAM
1257
Caitong International Asset Management
Hong Kong
$16.8K -$708K -1,013 -98%
AWM
1258
Abound Wealth Management
Tennessee
$16.8K – – –
CWM
1259
Copia Wealth Management
Oregon
$16.8K – – –
CFFP
1260
Center for Financial Planning
Michigan
$15.4K -$10.5K -15 -41%
RWM
1261
Raffa Wealth Management
District of Columbia
$15.4K +$4.2K +6 +38%
DPW
1262
DiNuzzo Private Wealth
Pennsylvania
$15K – – –
GKIM
1263
GW&K Investment Management
Massachusetts
$15K – – –
CFD
1264
Creative Financial Designs
Indiana
$14.7K -$129K -185 -90%
AT
1265
Avalon Trust
New Mexico
$14.7K – – –
BFS
1266
Bare Financial Services
Pennsylvania
$14.7K +$6.99K +10 +91%
RFA
1267
Reyes Financial Architecture
California
$14.7K +$14.7K +21 New
RMC
1268
Resources Management Corp
Connecticut
$14K – – –
1IA
1269
1620 Investment Advisors
Massachusetts
$14K – – –
CT
1270
Clearstead Trust
Maine
$11.9K -$699 -1 -6%
TCM
1271
TD Capital Management
Tennessee
$11.9K – – –
SIC
1272
SJS Investment Consulting
Ohio
$11.9K +$8.39K +12 +240%
CWM
1273
Cranbrook Wealth Management
Michigan
$11.2K – – –
FS
1274
Financially Speaking
Colorado
$11.2K – – –
LWMI
1275
Legacy Wealth Management (Idaho)
Idaho
$11.2K – – –
49 50
51
52 53