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Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
1051
Turning Point Benefit Group
Maryland
$2.79K +$2.95K +13 New
HFS
1052
Horizon Financial Services
North Carolina
$2.58K -$2.95K -13 -52%
PWA
1053
Principia Wealth Advisory
Texas
$2.36K -$454 -2 -15%
BHWM
1054
Beaird Harris Wealth Management
Texas
$2.36K – – –
AS
1055
Altshuler Shaham
Israel
$2.36K +$454 +2 +22%
JSAM
1056
J. Safra Asset Management
New York
$2.15K -$17K -75 -88%
AW
1057
Avion Wealth
Texas
$2K -$4.09K -18 -58%
AGWCA
1058
Annis Gardner Whiting Capital Advisors
Florida
$1.93K -$23.2K -102 -92%
EP
1059
Essential Partners
California
$1.93K -$7.72K -34 -79%
HFS
1060
Hughes Financial Services
Virginia
$1.93K +$1.14K +5 +125%
AA
1061
Addison Advisors
Vermont
$1.72K -$1.82K -8 -50%
ACA
1062
American Capital Advisory
Idaho
$1.72K +$1.14K +5 +167%
MSWM
1063
Mowery & Schoenfeld Wealth Management
Illinois
$1.72K +$1.82K +8 New
AP
1064
Aspect Partners
Virginia
$1.72K – – –
CIA
1065
Cape Investment Advisory
Georgia
$1.72K – – –
PP
1066
Paladin Partners
Wisconsin
$1.72K +$1.82K +8 New
W
1067
WealthCollab
Washington
$1.29K – – –
1CP
1068
1015 Capital Partners
Pennsylvania
$1.29K +$1.36K +6 New
PWMG
1069
Prestige Wealth Management Group
New Jersey
$1.07K +$682 +3 +150%
GFL
1070
Granite FO LLC
New Hampshire
$1.07K – – –
M
1071
MOTCO
Texas
$1.07K – – –
SC
1072
Stephens Consulting
Michigan
$1.07K +$1.14K +5 New
CMP
1073
Coston McIsaac & Partners
Maine
$1K – – –
VNA
1074
Valley National Advisers
Pennsylvania
$1K +$1.36K +6 New
BFS
1075
Bare Financial Services
Pennsylvania
$860 -$682 -3 -43%
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