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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
2901
Marshall & Sterling Wealth Advisors
New York
$52.6K +$5.58K +134 +13%
OBWP
2902
O'Brien Wealth Partners
Massachusetts
$51.7K +$47.5K +1,141 New
SHIM
2903
Stone House Investment Management
Pennsylvania
$50.1K +$45.9K +1,103 New
HC
2904
Hurley Capital
New York
$49.7K -$39.9K -958 -47%
T
2905
Tidemark
California
$48.7K +$167 +4 +0.4%
RPA
2906
Redwood Park Advisors
California
$47.9K – – –
APW
2907
Acima Private Wealth
Virginia
$47.2K -$117K -2,800 -73%
MFA
2908
McClarren Financial Advisors
Pennsylvania
$47K -$83 -2 -0.2%
AW
2909
Avion Wealth
Texas
$47K +$14.2K +340 +40%
BSC
2910
Brown Shipley & Co
United Kingdom
$46K – – –
HIMS
2911
Hager Investment Management Services
New Hampshire
$46K +$2.37K +57 +6%
TC
2912
Tacita Capital
Ontario, Canada
$45K – – –
NOI
2913
Newton One Investments
Delaware
$44.6K +$42 +1 +0.1%
BI
2914
Binnacle Investments
Iowa
$44.5K +$40.9K +982 New
CMA
2915
Cedar Mountain Advisors
Oregon
$43.9K – – –
BGA
2916
Battery Global Advisors
Massachusetts
$43.4K – – –
EWP
2917
Elevation Wealth Partners
California
$43.2K – – –
HIA
2918
HFM Investment Advisors
New Jersey
$43.1K +$39.6K +951 New
GWMI
2919
Guardian Wealth Management (Illinois)
Illinois
$42.3K +$624 +15 +2%
GK
2920
Graney & King
New York
$41.6K +$4.45K +107 +13%
FFA
2921
Frazier Financial Advisors
Ohio
$41.4K -$1.75K -42 -4%
LWMI
2922
Legacy Wealth Management (Idaho)
Idaho
$40.3K – – –
IWMWV
2923
Ironwood Wealth Management (West Virginia)
West Virginia
$40.2K – – –
SR
2924
Syntax Research
Florida
$40.1K – – –
W
2925
WealthCollab
Washington
$40K +$10.9K +261 +42%
115 116
117
118 119