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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1701
PSI Advisors
Florida
$7.2K +$6.66K +27 New
AEPWM
1702
Atlantic Edge Private Wealth Management
Florida
$6.93K +$6.41K +26 New
HIA
1703
HFM Investment Advisors
New Jersey
$6.93K +$6.41K +26 New
IA
1704
IFS Advisors
Kansas
$6.93K – – –
EPIM
1705
Evelyn Partners Investment Management
$6.67K -$3.7K -15 -38%
FW
1706
Fairway Wealth
Ohio
$6.67K +$2.46K +10 +67%
CBT
1707
Crews Bank & Trust
Florida
$6.4K – – –
NC
1708
North Capital
Utah
$6.4K +$5.92K +24 New
EWA
1709
EQ Wealth Advisors
Texas
$6.13K +$5.67K +23 New
CMP
1710
Coston McIsaac & Partners
Maine
$6K – – –
CWM
1711
Cranbrook Wealth Management
Michigan
$5.87K – – –
SIC
1712
Salem Investment Counselors
North Carolina
$5.87K +$4.19K +17 +340%
BCMLT
1713
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.87K +$5.42K +22 New
WW
1714
Winnow Wealth
Texas
$5.69K +$1.73K +7 +47%
SWA
1715
SOA Wealth Advisors
New York
$5.61K – – –
PWA
1716
Principia Wealth Advisory
Texas
$5.35K +$2.22K +9 +75%
CSB
1717
City State Bank
Iowa
$5.33K – – –
HHGA
1718
Halbert Hargrove Global Advisors
California
$5.07K +$4.68K +19 New
KB
1719
Kimelman & Baird
New York
$4.8K – – –
1NWS
1720
1 North Wealth Services
Maryland
$4.8K +$4.44K +18 New
GWSA
1721
Global Wealth Strategies & Associates
Colorado
$4.53K – – –
PWA
1722
Provenance Wealth Advisors
Florida
$4K – – –
AA
1723
Addison Advisors
Vermont
$4K +$3.7K +15 New
RFA
1724
Reyes Financial Architecture
California
$4K +$3.7K +15 New
MDA
1725
Minot DeBlois Advisors
Massachusetts
$3.73K – – –
67 68
69
70 71