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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1101
Reston Wealth Management
Virginia
$13.3K +$12.5K +181 New
MMG
1102
Monetary Management Group
Missouri
$13K – – –
AWM
1103
Activest Wealth Management
Florida
$13K +$12.3K +178 New
FFWM
1104
Future Financial Wealth Management
Ohio
$13K +$12.3K +178 New
AFG
1105
Albion Financial Group
Utah
$12.6K – – –
OPTFSNA
1106
Old Point Trust & Financial Services N A
Virginia
$11.9K – – –
FCT
1107
First Community Trust
Iowa
$11.2K – – –
ATC
1108
Adirondack Trust Company
New York
$11K – – –
GPI
1109
General Partner Inc
Pennsylvania
$10.8K – – –
TWD
1110
True Wealth Design
Ohio
$10.3K -$974K -14,084 -99%
NECFA
1111
New England Capital Financial Advisors
Connecticut
$10.1K -$13.4K -194 -58%
LIS
1112
Legacy Investment Solutions
Idaho
$10K +$10.8K +156 New
LWMI
1113
Legacy Wealth Management (Idaho)
Idaho
$10K +$10.8K +156 New
AIC
1114
Archer Investment Corporation
Indiana
$9.74K – – –
HWP
1115
Highline Wealth Partners
California
$9.74K +$2.35K +34 +34%
FC
1116
Fairscale Capital
New Hampshire
$9.42K – – –
TVWM
1117
Tower View Wealth Management
Wisconsin
$8.85K – – –
VWM
1118
Venturi Wealth Management
Texas
$8.77K -$5.67K -82 -41%
HGA
1119
Hobbs Group Advisors
South Carolina
$8.64K +$8.16K +118 New
CWC
1120
Carolinas Wealth Consulting
North Carolina
$8.62K -$484 -7 -6%
FFO
1121
Fortitude Family Office
Arizona
$8.51K +$8.02K +116 New
BIA
1122
Bell Investment Advisors
California
$8.31K – – –
HCM
1123
Hollencrest Capital Management
California
$8.31K – – –
MA
1124
MCF Advisors
Kentucky
$8.31K – – –
CA
1125
Clearstead Advisors
Ohio
$8.12K – – –
43 44
45
46 47