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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
876
Crowley Wealth Management
Delaware
$19.5K – – –
PWMG
877
Prestige Wealth Management Group
New Jersey
$19.2K – – –
TC
878
Trust Company
Kansas
$19.1K – – –
CWP
879
Clark Wealth Partners
Illinois
$18.7K – – –
RA
880
Rise Advisors
New York
$18.7K -$21.9K -148 -53%
AWM
881
Abound Wealth Management
Tennessee
$18.3K -$296 -2 -2%
AA
882
Addison Advisors
Vermont
$17.8K +$9.03K +61 +94%
AFS
883
Anderson Financial Strategies
Ohio
$17.8K +$18.6K +126 New
NS
884
NBC Securities
Alabama
$17K +$18.2K +123 New
SCB
885
Saudi Central Bank
Saudi Arabia
$16.7K +$17.5K +118 New
HIA
886
Harbor Investment Advisory
Maryland
$16.3K – – –
MWM
887
Mascoma Wealth Management
New Hampshire
$16.1K – – –
CWC
888
Carolinas Wealth Consulting
North Carolina
$15.9K – – –
SL
889
Salomon & Ludwin
Virginia
$15.8K -$740 -5 -4%
RWM
890
Raffa Wealth Management
District of Columbia
$15.8K – – –
TIM
891
Tortoise Investment Management
New York
$15.7K – – –
OC
892
Oakworth Capital
Alabama
$15.3K – – –
JWA
893
JFS Wealth Advisors
Pennsylvania
$15.3K +$1.33K +9 +9%
DAM
894
Delta Asset Management
Tennessee
$15.1K – – –
AWM
895
Activest Wealth Management
Florida
$15.1K +$15.8K +107 New
CPG
896
Cornerstone Planning Group
New Jersey
$14.3K +$3.4K +23 +28%
EWM
897
Evermay Wealth Management
Virginia
$14.1K – – –
MSFP
898
Mark Sheptoff Financial Planning
Connecticut
$14.1K – – –
WWM
899
Wolff Wiese Magana
California
$14K – – –
WFA
900
West Financial Advisors
Iowa
$13.8K – – –
34 35
36
37 38