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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
2951
Advocacy Wealth Management Services
Georgia
$29K – – –
HF
2952
Halpern Financial
Virginia
$28.2K +$28.1K +539 +17,967%
RI
2953
Rinkey Investments
California
$27K +$27.3K +523 New
M1FG
2954
Mach-1 Financial Group
Arkansas
$25K +$25.7K +493 New
BAM
2955
Baldrige Asset Management
Pennsylvania
$22K -$8.82K -169 -28%
ST
2956
Sageworth Trust
Pennsylvania
$22K – – –
SSC
2957
Syverson Strege & Co
Iowa
$22K +$6.57K +126 +41%
AW
2958
Avion Wealth
Texas
$20K +$5.22K +100 +34%
TFA
2959
Toth Financial Advisory
Virginia
$20K +$11K +210 +117%
RF
2960
Robbins Farley
New Hampshire
$18K +$17.7K +339 New
MBFW
2961
Morton Brown Family Wealth
Pennsylvania
$18K +$18.1K +347 New
EA
2962
Evolution Advisers
Virginia
$18K +$18.4K +352 New
HH
2963
HWG Holdings
Texas
$17K +$17.2K +330 New
WIM
2964
Westside Investment Management
California
$16.4K -$41.1K -788 -26%
HWM
2965
HighMark Wealth Management
Minnesota
$16K -$64.1K -1,228 -80%
LPWM
2966
Lake Point Wealth Management
Texas
$16K – – –
MAM
2967
McCarthy Asset Management
California
$16K – – –
WCMN
2968
Westchester Capital Management (Nebraska)
Nebraska
$16K – – –
IA
2969
IFS Advisors
Kansas
$16K +$16.6K +319 New
SWM
2970
Strategic Wealth Management
Washington
$15K -$2.09K -40 -12%
SGAM
2971
Smith Group Asset Management
Texas
$15K -$157 -3 -1%
CFRPA
2972
Castle Financial & Retirement Planning Associates
New Jersey
$15K +$14.6K +280 New
KFAA
2973
Klaas Financial Asset Advisors
Illinois
$14K +$157 +3 +1%
DWA
2974
Delos Wealth Advisors
Texas
$14K +$13.9K +266 New
WPWM
2975
Western Pacific Wealth Management
Illinois
$14K +$14.2K +272 New
117 118
119
120 121