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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3401
Raffa Wealth Management
District of Columbia
$86K -$11K -33 -9%
CBT
3402
Crews Bank & Trust
Florida
$83.7K +$32.3K +97 +43%
IWM
3403
Inlight Wealth Management
Georgia
$82.2K +$106K +317 New
CNBT
3404
Cornerstone National Bank & Trust
Illinois
$81.4K +$94.6K +284 +947%
HWA
3405
Heritage Wealth Advisors
Virginia
$81.1K -$14.7K -44 -12%
KIG
3406
Kessler Investment Group
Indiana
$80.9K -$7.42M -22,263 -99%
BG
3407
Bollard Group
Massachusetts
$79K – – –
DFA
3408
DHJJ Financial Advisors
Illinois
$78.8K -$474K -1,423 -82%
PPWM
3409
PFG Private Wealth Management
Florida
$78.8K +$1.33K +4 +1%
BMC
3410
Bear Mountain Capital
Washington
$78K -$5.33K -16 -6%
TC
3411
Trust Company
Kansas
$77.2K +$6.67K +20 +7%
LWA
3412
Lowe Wealth Advisors
Maryland
$75.4K -$8K -24 -8%
MSWA
3413
Marshall & Sterling Wealth Advisors
New York
$75.4K +$65K +195 +203%
FNWA
3414
Financial Network Wealth Advisors
Utah
$74.6K +$41.3K +124 +76%
HIW
3415
Holos Integrated Wealth
Pennsylvania
$72.3K -$6.67K -20 -7%
Q1WB
3416
Quest 10 Wealth Builders
Virginia
$71.3K -$3.33K -10 -4%
CFO
3417
Capitol Family Office
Oregon
$68.7K +$88.3K +265 New
OAJ
3418
Ogorek Anthony Joseph
New York
$68K +$41.3K +124 +87%
A
3419
AlphaQuest
New York
$67.1K +$22K +66 +34%
EA
3420
Evolution Advisers
Virginia
$65K – – –
GK
3421
Graney & King
New York
$63.5K +$12.7K +38 +18%
BWM
3422
Bernard Wealth Management
Michigan
$61.7K – – –
KSWA
3423
Kathleen S. Wright Associates
Pennsylvania
$61.7K +$6.67K +20 +9%
SC
3424
Swan Capital
Florida
$60.9K -$667 -2 -0.8%
GC
3425
Gould Capital
Washington
$59.6K +$21K +63 +38%
135 136
137
138 139