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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1701
Paladin Advisory Group
Iowa
$8.27K – – –
CWP
1702
Clark Wealth Partners
Illinois
$7.2K – – –
PA
1703
PSI Advisors
Florida
$7.2K +$6.66K +27 New
AEPWM
1704
Atlantic Edge Private Wealth Management
Florida
$6.93K +$6.41K +26 New
HIA
1705
HFM Investment Advisors
New Jersey
$6.93K +$6.41K +26 New
IA
1706
IFS Advisors
Kansas
$6.93K – – –
EPIM
1707
Evelyn Partners Investment Management
$6.67K -$3.7K -15 -38%
FW
1708
Fairway Wealth
Ohio
$6.67K +$2.46K +10 +67%
CBT
1709
Crews Bank & Trust
Florida
$6.4K – – –
NC
1710
North Capital
Utah
$6.4K +$5.92K +24 New
EWA
1711
EQ Wealth Advisors
Texas
$6.13K +$5.67K +23 New
CMP
1712
Coston McIsaac & Partners
Maine
$6K – – –
CWM
1713
Cranbrook Wealth Management
Michigan
$5.87K – – –
SIC
1714
Salem Investment Counselors
North Carolina
$5.87K +$4.19K +17 +340%
BCMLT
1715
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.87K +$5.42K +22 New
WW
1716
Winnow Wealth
Texas
$5.69K +$1.73K +7 +47%
SWA
1717
SOA Wealth Advisors
New York
$5.61K – – –
PWA
1718
Principia Wealth Advisory
Texas
$5.35K +$2.22K +9 +75%
CSB
1719
City State Bank
Iowa
$5.33K – – –
HHGA
1720
Halbert Hargrove Global Advisors
California
$5.07K +$4.68K +19 New
KB
1721
Kimelman & Baird
New York
$4.8K – – –
1NWS
1722
1 North Wealth Services
Maryland
$4.8K +$4.44K +18 New
GWSA
1723
Global Wealth Strategies & Associates
Colorado
$4.53K – – –
PWA
1724
Provenance Wealth Advisors
Florida
$4K – – –
AA
1725
Addison Advisors
Vermont
$4K +$3.7K +15 New
67 68
69
70 71