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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1101
Raffa Wealth Management
District of Columbia
$3.6K – – –
PA
1102
Pineridge Advisors
Missouri
$3.12K +$244 +1 +8%
CAWM
1103
Capital A Wealth Management
Pennsylvania
$3.04K -$7.06K -29 -73%
AAS
1104
Ameritas Advisory Services
Nebraska
$2.88K +$2.92K +12 New
DPW
1105
DiNuzzo Private Wealth
Pennsylvania
$2.64K -$487 -2 -15%
CWA
1106
Carolina Wealth Advisors
South Carolina
$2.4K – – –
TCOT
1107
Trust Company of Toledo
Ohio
$2.4K +$2.44K +10 New
EPW
1108
Evergreen Private Wealth
Colorado
$2.16K +$2.19K +9 New
AA
1109
Addison Advisors
Vermont
$1.92K -$1.22K -5 -38%
CIA
1110
Cape Investment Advisory
Georgia
$1.92K -$244 -1 -11%
TIM
1111
Tortoise Investment Management
New York
$1.92K +$1.95K +8 New
BHWM
1112
Beaird Harris Wealth Management
Texas
$1.68K +$1.71K +7 New
WA
1113
WestEnd Advisors
North Carolina
$1.44K -$244 -1 -14%
KFI
1114
Key Financial Inc
Pennsylvania
$1.44K – – –
PS
1115
PayPay Securities
Japan
$1.44K – – –
PWA
1116
Principia Wealth Advisory
Texas
$1.44K +$731 +3 +100%
ACA
1117
American Capital Advisory
Idaho
$1.44K +$1.46K +6 New
GFL
1118
Granite FO LLC
New Hampshire
$1.2K – – –
PW
1119
Pandora Wealth
Illinois
$1.2K – – –
PWM
1120
Parkworth Wealth Management
California
$1.2K +$731 +3 +150%
M
1121
MOTCO
Texas
$1.15K – – –
PMAM
1122
Picton Mahoney Asset Management
Ontario, Canada
$1K -$9.64M -39,595 -100%
SIC
1123
SJS Investment Consulting
Ohio
$960 -$487 -2 -33%
HIA
1124
HFM Investment Advisors
New Jersey
$960 +$731 +3 +300%
TCA
1125
Trifecta Capital Advisors
Illinois
$960 +$974 +4 New
43 44
45
46 47