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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1601
SOA Wealth Advisors
New York
$3.19K – – –
PWA
1602
Provenance Wealth Advisors
Florida
$3.19K +$757 +4 +27%
FGC
1603
Financial Gravity Companies
Texas
$3.02K +$3.41K +18 New
BIM
1604
Breakwater Investment Management
Washington
$2.85K +$2.65K +14 +467%
GGI
1605
Godsey & Gibb Inc
Virginia
$2.68K – – –
SRCM
1606
Signature Resources Capital Management
California
$2.68K – – –
TAP
1607
Tounjian Advisory Partners
Florida
$2.56K +$2.84K +15 New
RFA
1608
Reyes Financial Architecture
California
$2.52K -$7.95K -42 -74%
HFG
1609
Harborfront Financial Group
Michigan
$2.28K +$2.65K +14 New
KB
1610
Kimelman & Baird
New York
$2.18K – – –
AWM
1611
Aberdeen Wealth Management
Illinois
$2.18K +$2.46K +13 New
WA
1612
Whipplewood Advisors
Colorado
$2.01K -$11K -58 -83%
BHWM
1613
Beaird Harris Wealth Management
Texas
$2.01K – – –
IPS
1614
Investors Portfolio Services
Washington
$2.01K – – –
KA
1615
Kozak & Associates
Colorado
$1.81K – – –
RWPA
1616
Richard W. Paul & Associates
Michigan
$1.68K -$268K -1,413 -99%
MBFW
1617
Morton Brown Family Wealth
Pennsylvania
$1.68K – – –
SNB
1618
Security National Bank
Nebraska
$1.51K -$1.51K -8 -47%
NWMP
1619
Noble Wealth Management PBC
Colorado
$1.34K – – –
PJC
1620
Phillip James Consulting
Minnesota
$1.34K – – –
LAM
1621
Lummis Asset Management
Texas
$1.34K +$1.51K +8 New
BCV
1622
Banque Cantonale Vaudoise
Switzerland
$1.34K -$983K -5,192 -39%
FA
1623
Financial Avengers
California
$1.23K – – –
HAP
1624
Harbor Asset Planning
Massachusetts
$1.01K – – –
TCA
1625
Trifecta Capital Advisors
Illinois
$1.01K +$1.14K +6 New
63 64
65
66 67