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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
751
Curio Wealth
Maryland
$1.42K +$1.41K +39 New
UFPG
752
United Financial Planning Group
New York
$1.42K +$1.44K +40 New
RFA
753
Reyes Financial Architecture
California
$1.39K +$1.41K +39 New
AP
754
Aspect Partners
Virginia
$1.31K – – –
DPW
755
DiNuzzo Private Wealth
Pennsylvania
$1.28K -$108 -3 -8%
HFS
756
Hughes Financial Services
Virginia
$1.28K -$469 -13 -27%
RWM
757
Raffa Wealth Management
District of Columbia
$1.21K +$829 +23 +209%
HIA
758
HFM Investment Advisors
New Jersey
$1.17K +$937 +26 +371%
BDPWM
759
Barnes Dennig Private Wealth Management
Ohio
$1.17K +$1.19K +33 New
TWD
760
True Wealth Design
Ohio
$1.14K -$361 -10 -24%
MAM
761
Marquette Asset Management
Minnesota
$1.1K -$1.08K -30 -49%
FFO
762
Fortitude Family Office
Arizona
$1.06K -$1.55K -43 -59%
PWA
763
Physician Wealth Advisors
Utah
$1.03K -$433 -12 -29%
CAL
764
Capital Advisors Ltd
Ohio
$1K – – –
RBC
765
Roble Belko & Company
Pennsylvania
$1K – – –
AF
766
Advisornet Financial
Minnesota
$994 +$901 +25 +833%
SIS
767
Sound Income Strategies
Florida
$939 +$1.01K +28 New
PWA
768
Principia Wealth Advisory
Texas
$923 +$577 +16 +160%
GAG
769
Goodman Advisory Group
Massachusetts
$923 +$937 +26 New
NB
770
NBT Bank
New York
$888 -$36 -1 -3%
SC
771
SouthState Corp
Florida
$888 – – –
SEP
772
Signature Equity Partners
Ohio
$852 +$865 +24 New
BHWM
773
Bay Harbor Wealth Management
Maryland
$816 +$108 +3 +15%
MNA
774
Manning & Napier Advisors
New York
$798 +$793 +22 New
TCOV
775
Trust Company of Vermont
Vermont
$781 +$793 +22 New
29 30
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