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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1726
Financial Avengers
California
$1.71K – – –
CCM
1727
Chilton Capital Management
Texas
$1.67K +$1.71K +7 New
BCMLT
1728
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.44K -$3.91K -16 -73%
HAP
1729
Harbor Asset Planning
Massachusetts
$1.43K +$1.47K +6 New
MSWA
1730
Marshall & Sterling Wealth Advisors
New York
$1.43K -$6.35K -26 -81%
CWM
1731
Consultiva Wealth Management
Puerto Rico
$1.43K – – –
SIS
1732
Strategic Investment Solutions
Illinois
$1.22K – – –
RF
1733
Robinswood Financial
Washington
$1.22K -$1.95K -8 -62%
BCM
1734
Blume Capital Management
California
$1.19K -$488 -2 -29%
CA
1735
Crewe Advisors
Utah
$1.19K +$1.22K +5 New
CFP
1736
Comprehensive Financial Planning
Pennsylvania
$1.19K – – –
IHWM
1737
Iron Horse Wealth Management
Iowa
$1.19K – – –
IAS
1738
IMA Advisory Services
Colorado
$1.19K +$1.22K +5 New
DF
1739
DecisionPoint Financial
Arizona
$967 +$977 +4 New
PWA
1740
Physician Wealth Advisors
Utah
$957 -$244 -1 -20%
RPA
1741
Redwood Park Advisors
California
$954 – – –
GWP
1742
Gen-Wealth Partners
Michigan
$953 – – –
MAWAG
1743
Mid-American Wealth Advisory Group
Missouri
$953 +$977 +4 New
BIM
1744
Breakwater Investment Management
Washington
$715 – – –
DFA
1745
DHJJ Financial Advisors
Illinois
$715 – – –
FCAS
1746
First Command Advisory Services
Texas
$715 – – –
PCFFS
1747
Pacific Center for Financial Services
California
$715 – – –
LFA
1748
Livelsberger Financial Advisory
Ohio
$715 +$732 +3 New
CIAM
1749
Caitong International Asset Management
Hong Kong
$477 -$732 -3 -60%
RWM
1750
Rialto Wealth Management
New York
$477 -$488 -2 -50%
68 69
70
71 72