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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3001
NewSquare Capital
Pennsylvania
$12.2K +$6.41K +152 +8%
BWM
3002
Bernard Wealth Management
Michigan
$12K +$12.7K +300 New
BFS
3003
Bare Financial Services
Pennsylvania
$11.6K – – –
TWD
3004
True Wealth Design
Ohio
$10.9K +$2.45K +58 +27%
PC
3005
Promus Capital
Illinois
$10.4K +$10.9K +259 New
CWM
3006
Centricity Wealth Management
Ohio
$10.3K +$10.9K +258 New
RDFA
3007
Ritter Daniher Financial Advisory
Ohio
$10.2K +$169 +4 +2%
HNW
3008
High Note Wealth
Minnesota
$10.1K +$10.6K +252 New
CFG
3009
Chapman Financial Group
Hawaii
$9.08K +$9.58K +227 New
MAM
3010
Marquette Asset Management
Minnesota
$8.92K – – –
RDIA
3011
RE Dickinson Investment Advisors
Iowa
$8.4K – – –
BP
3012
BNP Paribas
France
$8.14K -$4.81K -114 -36%
FLP
3013
Financial Life Planners
Arizona
$8.06K +$8.52K +202 New
RWM
3014
Ruedi Wealth Management
Illinois
$8.04K +$42 +1 +0.5%
DF
3015
DecisionPoint Financial
Arizona
$8K – – –
AFM
3016
Aspetuck Financial Management
Connecticut
$8K +$8.44K +200 New
BCPWM
3017
Bradley & Co Private Wealth Management
Florida
$8K +$8.44K +200 New
CTC
3018
Cetera Trust Company
Minnesota
$7.92K – – –
ICM
3019
Islay Capital Management
Texas
$7.6K – – –
PA
3020
Pineridge Advisors
Missouri
$6.61K +$3.88K +92 +126%
SAS
3021
Spurstone Advisory Services
Connecticut
$6.44K +$6.79K +161 New
NWMP
3022
Noble Wealth Management PBC
Colorado
$6.4K +$6.75K +160 New
SC
3023
Solstein Capital
California
$6.08K – – –
SFCL
3024
Strengthening Families & Communities LLC
Massachusetts
$6K +$42 +1 +0.6%
EA
3025
Evolution Advisers
Virginia
$6K +$84 +2 +1%
119 120
121
122 123