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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1001
Curio Wealth
Maryland
$948 +$968 +5 New
EPW
1002
Endeavor Private Wealth
Kansas
$948 +$968 +5 New
FW
1003
Fairway Wealth
Ohio
$948 +$968 +5 New
MSWA
1004
Marshall & Sterling Wealth Advisors
New York
$948 +$968 +5 New
PWM
1005
Parkworth Wealth Management
California
$948 +$968 +5 New
CAM
1006
Creekmur Asset Management
Illinois
$766 -$194 -1 -20%
TCM
1007
Tradewinds Capital Management
Washington
$759
GWP
1008
Gen-Wealth Partners
Michigan
$758
LI
1009
Louisbourg Investments
New Brunswick, Canada
$758
MAS
1010
MPWM Advisory Solutions
Georgia
$758 +$774 +4 New
PWA
1011
Principia Wealth Advisory
Texas
$758 +$774 +4 New
PC
1012
Promus Capital
Illinois
$758 +$774 +4 New
AG
1013
AmeriFlex Group
Nevada
$636 +$581 +3 New
WW
1014
Winnow Wealth
Texas
$623 +$774 +4 New
GPFA
1015
Game Plan Financial Advisors
Ohio
$571 -$581 -3 -50%
CSC
1016
Caldwell Sutter Capital
California
$570
AWM
1017
Atticus Wealth Management
Florida
$569
IHWM
1018
Iron Horse Wealth Management
Iowa
$569
LWA
1019
Lowe Wealth Advisors
Maryland
$569
MWM
1020
Mascoma Wealth Management
New Hampshire
$569
MFT
1021
Moisand Fitzgerald Tamayo
Florida
$569
RA
1022
Ransom Advisory
Rhode Island
$569
RDFA
1023
Ritter Daniher Financial Advisory
Ohio
$569
VWA
1024
Valued Wealth Advisors
Utah
$569
WBC
1025
West Branch Capital
Massachusetts
$569 +$194 +1 +50%