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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
Abound Wealth Management
Tennessee
$13K -$11.1K -50 -49%
CI
1752
CX Institutional
Indiana
$13K -$2.22K -10 -16%
CT
1753
Clearstead Trust
Maine
$12.8K – – –
AFC
1754
Ares Financial Consulting
California
$12.7K +$10.9K +49 New
AEPWM
1755
Atlantic Edge Private Wealth Management
Florida
$12.5K – – –
DIP
1756
DT Investment Partners
Pennsylvania
$12.5K – – –
EF
1757
Entrust Financial
Pennsylvania
$12.5K – – –
FFA
1758
Frazier Financial Advisors
Ohio
$12.5K – – –
WSFG
1759
Wall Street Financial Group
Illinois
$12.5K +$11.1K +50 New
MAM
1760
Marquette Asset Management
Minnesota
$12.3K -$1.11K -5 -9%
MCA
1761
McGuire Capital Advisors
Oklahoma
$12.3K -$1.55K -7 -13%
EFMH
1762
E Fund Management (HK)
Hong Kong
$12K +$10.7K +48 New
Q1WB
1763
Quest 10 Wealth Builders
Virginia
$11.8K -$3.11K -14 -23%
CFP
1764
Comprehensive Financial Planning
Pennsylvania
$11.5K -$4.88K -22 -32%
AG
1765
AmeriFlex Group
Nevada
$11.5K – – –
SHIM
1766
Stone House Investment Management
Pennsylvania
$11K – – –
HFS
1767
Hughes Financial Services
Virginia
$10.5K +$888 +4 +11%
HNW
1768
High Note Wealth
Minnesota
$10.5K +$6.22K +28 +200%
BWM
1769
Bullock Wealth Management
Indiana
$10.4K +$8.88K +40 New
TCM
1770
Triumph Capital Management
Colorado
$10.3K +$4.44K +20 +95%
HWA
1771
HHM Wealth Advisors
Tennessee
$10K – – –
CT
1772
Coastline Trust
Rhode Island
$10K +$8.88K +40 New
WCM
1773
Winthrop Capital Management
Indiana
$10K – – –
AP
1774
Aspect Partners
Virginia
$9.27K +$1.55K +7 +23%
WA
1775
Westfuller Advisors
New York
$8.54K -$222 -1 -3%
69 70
71
72 73