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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3001
Promus Capital
Illinois
$11.7K – – –
CWM
3002
Centricity Wealth Management
Ohio
$11.7K – – –
WFA
3003
West Financial Advisors
Iowa
$11.4K -$3.75K -90 -26%
BDPWM
3004
Barnes Dennig Private Wealth Management
Ohio
$11.4K +$10.5K +252 New
RTL
3005
Red Tortoise LLC
Georgia
$11.2K -$41.6K -1,000 -80%
AF
3006
Abound Financial
California
$11.2K +$10.3K +247 New
HNW
3007
High Note Wealth
Minnesota
$11.1K -$291 -7 -3%
IRAG
3008
Investment Research & Advisory Group
Georgia
$11.1K +$6K +144 +144%
GTAM
3009
Global Trust Asset Management
Florida
$10.2K -$8.37K -201 -47%
1M
3010
1248 Management
Missouri
$10.2K +$9.37K +225 New
MAM
3011
Marquette Asset Management
Minnesota
$10.1K – – –
HHGA
3012
Halbert Hargrove Global Advisors
California
$9.32K +$8.58K +206 New
RWM
3013
Ruedi Wealth Management
Illinois
$9.17K +$42 +1 +0.5%
BCPWM
3014
Bradley & Co Private Wealth Management
Florida
$9.07K – – –
CTC
3015
Cetera Trust Company
Minnesota
$8.98K – – –
ICM
3016
Islay Capital Management
Texas
$8.62K – – –
WCM
3017
WealthTrak Capital Management
Virginia
$7.49K +$6.25K +150 +1,000%
PWM
3018
Parkworth Wealth Management
California
$7.34K -$6.91K -166 -51%
SAS
3019
Spurstone Advisory Services
Connecticut
$7.3K – – –
EA
3020
Evolution Advisers
Virginia
$7K +$125 +3 +2%
SC
3021
Solstein Capital
California
$6.89K – – –
WTFG
3022
Wood Tarver Financial Group
Idaho
$6.67K – – –
PS
3023
PayPay Securities
Japan
$6.63K +$749 +18 +14%
CW
3024
Curio Wealth
Maryland
$6.36K -$88.6K -2,128 -100%
WCM
3025
Westend Capital Management
California
$6.03K +$5.54K +133 New
119 120
121
122 123