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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2801
Atlantic Private Wealth
North Carolina
$85.1K +$69.9K +400 +1,333%
DEM
2802
Disciplined Equity Management
Florida
$85.1K – – –
RBC
2803
Roble Belko & Company
Pennsylvania
$84K -$4.02K -23 -5%
FNWA
2804
Financial Network Wealth Advisors
Utah
$82.5K +$72.9K +417 New
CJL
2805
Cyrus J. Lawrence
New York
$82K +$72.5K +415 New
W
2806
WealthCollab
Washington
$81.5K +$2.97K +17 +4%
PCMC
2807
Planning Capital Management Corporation
Pennsylvania
$80.7K +$1.22K +7 +2%
GPFA
2808
Game Plan Financial Advisors
Ohio
$80.7K +$699 +4 +1%
CIR
2809
Clear Investment Research
Georgia
$79.9K -$3.15K -18 -4%
DWM
2810
Dogwood Wealth Management
Kansas
$78.6K +$17.8K +102 +35%
PFA
2811
Pathway Financial Advisers
Indiana
$78.3K -$6.82K -39 -9%
DAL
2812
Delta Accumulation LLC
California
$78.2K – – –
DAM
2813
Delta Asset Management
Tennessee
$77.6K -$41.9K -240 -38%
PAG
2814
Paladin Advisory Group
Iowa
$74.3K – – –
SR
2815
Syntax Research
Florida
$74.2K – – –
KB
2816
Kimelman & Baird
New York
$74.2K +$65.5K +375 New
IA
2817
IFS Advisors
Kansas
$73.8K – – –
PAM
2818
Paradigm Asset Management
New York
$72.4K -$131K -750 -67%
RDIA
2819
RE Dickinson Investment Advisors
Iowa
$71.2K – – –
BONH
2820
Bank of New Hampshire
New Hampshire
$71.2K -$64.8K -371 -51%
VWA
2821
Valued Wealth Advisors
Utah
$70.4K +$16.3K +93 +35%
TFF
2822
The Family Firm
Maryland
$69.7K +$61.5K +352 New
ITFISA
2823
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$69.3K +$61.2K +350 New
APC
2824
Aspire Private Capital
North Carolina
$69.1K +$6.29K +36 +12%
CIAS
2825
CBIZ Investment Advisory Services
Ohio
$68.5K +$36.5K +209 +153%
111 112
113
114 115