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Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
2701
North Ridge Wealth Advisors
Oregon
$57.9K – – –
TC
2702
Tacita Capital
Ontario, Canada
$56.7K – – –
BBPWM
2703
Blue Bell Private Wealth Management
Pennsylvania
$56.5K – – –
CFO
2704
Capitol Family Office
Oregon
$55.4K – – –
DIP
2705
DT Investment Partners
Pennsylvania
$54.7K – – –
FFA
2706
Frazier Financial Advisors
Ohio
$54.4K -$30.6K -1,110 -37%
CWP
2707
Clark Wealth Partners
Illinois
$54.1K +$12.2K +442 +31%
RFA
2708
Reyes Financial Architecture
California
$54K +$44K +1,597 +591%
HIW
2709
Holos Integrated Wealth
Pennsylvania
$53.6K – – –
SVWA
2710
Sarver Vrooman Wealth Advisors
Missouri
$53.6K – – –
CWM
2711
Centricity Wealth Management
Ohio
$53K -$5.51K -200 -10%
TCM
2712
Tradewinds Capital Management
Washington
$52.7K -$2.73K -99 -5%
AW
2713
Avion Wealth
Texas
$52K +$21.4K +776 +74%
NRG
2714
Nemes Rush Group
Michigan
$52K +$7.44K +270 +18%
SFA
2715
Semmax Financial Advisors
North Carolina
$51.4K -$18.8K -683 -27%
MSWA
2716
Marshall & Sterling Wealth Advisors
New York
$51.3K +$276 +10 +0.6%
AWM
2717
Activest Wealth Management
Florida
$51.1K -$32K -1,162 -40%
1M
2718
1248 Management
Missouri
$50.9K – – –
FS
2719
Financially Speaking
Colorado
$50.1K +$47.7K +1,730 New
LFASL
2720
Lugano Financial Advisors SA (LFA)
Switzerland
$50K +$20.5K +745 +75%
CAWM
2721
Capital A Wealth Management
Pennsylvania
$49.6K +$58.5K +2,123 +255%
RF
2722
Roxbury Financial
New Jersey
$48.5K +$358 +13 +0.8%
CIR
2723
Clear Investment Research
Georgia
$47.7K – – –
LFA
2724
Legend Financial Advisors
Pennsylvania
$47.7K +$45.4K +1,648 New
SRCM
2725
Signature Resources Capital Management
California
$45.7K +$12.4K +450 +40%
107 108
109
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