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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Evolution Wealth Management
Florida
$4.39K +$4.94K +97 New
CPG
1102
Cornerstone Planning Group
New Jersey
$4.35K +$866 +17 +15%
SSG
1103
Summit Securities Group
New York
$3.94K -$35.5K -697 -89%
AA
1104
Addison Advisors
Vermont
$3.9K +$3.36K +66 +330%
IW
1105
Imprint Wealth
South Carolina
$3.85K – – –
BHWM
1106
Bay Harbor Wealth Management
Maryland
$3.81K +$1.22K +24 +40%
JFA
1107
JNBA Financial Advisors
Minnesota
$3.62K – – –
BH
1108
Burk Holdings
Oklahoma
$3.62K +$4.08K +80 New
MEG
1109
Millstone Evans Group
Colorado
$3.4K – – –
NSIM
1110
North Star Investment Management
Illinois
$3.4K +$3.31K +65 +650%
DPW
1111
DiNuzzo Private Wealth
Pennsylvania
$3.31K -$51 -1 -1%
SJIM
1112
St. Johns Investment Management
Florida
$3.17K – – –
HNW
1113
High Note Wealth
Minnesota
$3.08K +$357 +7 +11%
KG
1114
Kilter Group
New York
$2.81K +$816 +16 +35%
CC
1115
Corsicana & Co
Texas
$2.75K – – –
AG
1116
AmeriFlex Group
Nevada
$2.67K -$510 -10 -14%
EWP
1117
Elevation Wealth Partners
California
$2.63K -$3.52K -69 -54%
SA
1118
Scarborough Advisors
Maryland
$2.58K +$2.9K +57 New
WA
1119
Whipplewood Advisors
Colorado
$2.49K +$2.8K +55 New
EP
1120
Essential Partners
California
$2.36K +$1.89K +37 +247%
VWA
1121
VSM Wealth Advisory
Maryland
$2.31K – – –
LFA
1122
LGT Financial Advisors
Texas
$2.27K – – –
MAS
1123
MPWM Advisory Solutions
Georgia
$2.27K – – –
RFG
1124
REAP Financial Group
Texas
$2.27K – – –
MAM
1125
Marquette Asset Management
Minnesota
$2.17K +$2.45K +48 New
43 44
45
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