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Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
2201
Capital Management Associates (New York)
New York
$22K – – –
IWP
2202
IAG Wealth Partners
Wisconsin
$22K -$5.39K -368 -20%
HWM
2203
HighMark Wealth Management
Minnesota
$20.9K +$73 +5 +0.4%
RWM
2204
Raffa Wealth Management
District of Columbia
$20.8K – – –
AT
2205
Avalon Trust
New Mexico
$20.8K +$20.3K +1,383 New
FSWA
2206
Financial Synergies Wealth Advisors
Texas
$20.1K +$220 +15 +1%
PS
2207
PayPay Securities
Japan
$20.1K +$15.7K +1,071 +406%
AW
2208
Avion Wealth
Texas
$20K -$27.8K -1,897 -57%
CJL
2209
Cyrus J. Lawrence
New York
$19K – – –
HT
2210
Headlands Technologies
Illinois
$18.2K -$1.12M -76,214 -98%
SC
2211
Sawyer & Company
Massachusetts
$18K -$1.31M -89,410 -99%
PPWM
2212
PFG Private Wealth Management
Florida
$17.6K – – –
RTL
2213
Red Tortoise LLC
Georgia
$17.5K +$14.7K +1,001 +607%
FIM
2214
FWL Investment Management
Texas
$17.2K +$16.8K +1,148 New
LIA
2215
Luken Investment Analytics
Tennessee
$17.2K -$645 -44 -4%
LFA
2216
Level Financial Advisors
New York
$16.9K -$440 -30 -3%
AWM
2217
Avondale Wealth Management
Texas
$16.5K – – –
CAC
2218
Core Alternative Capital
Georgia
$16.4K -$2.81K -192 -15%
VF
2219
VitalStone Financial
Texas
$16K -$1.03K -70 -6%
MWA
2220
Miller Wealth Advisors
Colorado
$15.3K – – –
NL
2221
NVWM LLC
Pennsylvania
$15.3K -$350K -23,867 -96%
PG
2222
Proffitt & Goodson
Tennessee
$15.2K +$6.27K +428 +74%
FC
2223
Family CFO
California
$14.4K – – –
NOI
2224
Newton One Investments
Delaware
$14.3K – – –
IA
2225
IFS Advisors
Kansas
$12.9K – – –
87 88
89
90 91