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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3101
Winthrop Capital Management
Indiana
$55K -$51K -1,101 -50%
PL
3102
Protective Life
Alabama
$54.4K +$50.2K +1,084 New
RWM
3103
RMG Wealth Management
Wisconsin
$53.7K +$18.5K +399 +54%
CPL
3104
Capital & Planning LLC
Georgia
$52.5K +$48.4K +1,045 New
APW
3105
Acima Private Wealth
Virginia
$52.2K – – –
IWS
3106
Intentional Wealth Strategies
Colorado
$52K +$48K +1,036 New
HIW
3107
Holos Integrated Wealth
Pennsylvania
$51K +$17K +366 +54%
ASCM
3108
Adkins Seale Capital Management
Louisiana
$51K – – –
BSC
3109
Brown Shipley & Co
United Kingdom
$50.9K – – –
SHIM
3110
Stone House Investment Management
Pennsylvania
$50.8K +$3.38K +73 +8%
QPBE
3111
Quintet Private Bank (Europe)
Luxembourg
$50.2K – – –
HIA
3112
HFM Investment Advisors
New Jersey
$50.2K +$93 +2 +0.2%
IWM
3113
IMG Wealth Management
Florida
$50.1K -$15.6K -337 -25%
TCM
3114
TD Capital Management
Tennessee
$49.7K +$4.22K +91 +10%
NOI
3115
Newton One Investments
Delaware
$49.5K +$46 +1 +0.1%
BGA
3116
Battery Global Advisors
Massachusetts
$48K – – –
HWP
3117
Highline Wealth Partners
California
$46.1K +$16.4K +353 +62%
EWP
3118
Elevation Wealth Partners
California
$45.9K -$51.3K -1,107 -55%
CTWM
3119
Cherry Tree Wealth Management
Minnesota
$45.4K – – –
FIA
3120
FNY Investment Advisers
New York
$45K -$81.1K -1,750 -66%
IWMWV
3121
Ironwood Wealth Management (West Virginia)
West Virginia
$44.7K – – –
FFA
3122
Frazier Financial Advisors
Ohio
$44.6K +$10.2K +219 +33%
GJIA
3123
Glass Jacobson Investment Advisors
Maryland
$44.3K +$232 +5 +0.6%
SR
3124
Syntax Research
Florida
$44.3K – – –
LWMI
3125
Legacy Wealth Management (Idaho)
Idaho
$44.2K +$5.65K +122 +16%
123 124
125
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