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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1251
West Branch Capital
Massachusetts
$8.82K – – –
AWM
1252
Activest Wealth Management
Florida
$8.82K +$736 +5 +9%
KFP
1253
Kerr Financial Planning
California
$7.65K +$7.51K +51 New
HWP
1254
Highline Wealth Partners
California
$7.64K – – –
CCM
1255
Chilton Capital Management
Texas
$7.6K -$14.7K -100 -67%
MSWM
1256
Mowery & Schoenfeld Wealth Management
Illinois
$7.45K – – –
RWS
1257
Retirement Wealth Solutions
Wisconsin
$7.45K – – –
WA
1258
WPG Advisers
Maryland
$7.3K -$1.18K -8 -14%
RWM
1259
Raffa Wealth Management
District of Columbia
$7.3K +$2.5K +17 +55%
PWMG
1260
Private Wealth Management Group
New Jersey
$7.14K – – –
CC
1261
Corsicana & Co
Texas
$6.99K +$6.77K +46 New
WBWA
1262
William B. Walkup & Associates
South Carolina
$6.69K – – –
BFS
1263
Bare Financial Services
Pennsylvania
$6.23K +$883 +6 +17%
DWM
1264
Dogwood Wealth Management
Kansas
$6.19K +$736 +5 +14%
BCM
1265
Blume Capital Management
California
$6.11K – – –
NEWAS
1266
N.E.W. Advisory Services
Wisconsin
$6.08K – – –
BI
1267
Binnacle Investments
Iowa
$6.08K +$1.77K +12 +43%
HFS
1268
Horizon Financial Services
North Carolina
$6.08K +$5.89K +40 New
LFA
1269
LGT Financial Advisors
Texas
$6.01K +$147 +1 +3%
MAM
1270
Marquette Asset Management
Minnesota
$5.62K +$5.45K +37 New
FC
1271
Financial Consulate
Maryland
$5.32K +$5.15K +35 New
CCM
1272
Cloud Capital Management
Washington
$5K +$4.86K +33 New
CIA
1273
Cape Investment Advisory
Georgia
$4.71K -$87.8K -596 -95%
HWA
1274
Heartwood Wealth Advisors
Virginia
$4.71K +$4.56K +31 New
TFA
1275
Transamerica Financial Advisors
Florida
$4.71K +$4.56K +31 New
49 50
51
52 53