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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1301
Financial Avengers
California
$16.9K – – –
OSNBOA
1302
Old Second National Bank of Aurora
Illinois
$16.3K -$10.1K -65 -39%
PWMG
1303
Prestige Wealth Management Group
New Jersey
$16.1K – – –
FPB
1304
First PREMIER Bank
South Dakota
$16K – – –
SC
1305
Steph & Co
Wisconsin
$16K -$10.2K -66 -40%
CFM
1306
Cornerstone Financial Management
Massachusetts
$15.7K +$3.72K +24 +32%
CH
1307
CDKV Holdings
Colorado
$15.5K – – –
KAS
1308
Kemnay Advisory Services
New York
$14.7K -$2.94K -19 -17%
EI
1309
EFG International
$14.7K +$929 +6 +7%
HWP
1310
Highline Wealth Partners
California
$14.5K -$1.86K -12 -12%
PJC
1311
Phillip James Consulting
Minnesota
$14.4K – – –
APFP
1312
Action Point Financial Planning
Michigan
$14.2K +$14.1K +91 New
TFM
1313
TFC Financial Management
Massachusetts
$13.9K – – –
M
1314
MOTCO
Texas
$13.7K +$929 +6 +8%
CC
1315
Corsicana & Co
Texas
$13.7K +$8.36K +54 +169%
AF
1316
Abound Financial
California
$13.6K – – –
AF
1317
Alerus Financial
North Dakota
$13.6K – – –
BFS
1318
Bare Financial Services
Pennsylvania
$13.4K +$3.87K +25 +42%
PMAM
1319
Picton Mahoney Asset Management
Ontario, Canada
$13.4K +$13K +84 New
NSG
1320
Nalls Sherbakoff Group
Tennessee
$12.8K -$6.66K -43 -35%
VWM
1321
Valley Wealth Managers
New Jersey
$12.8K – – –
TFA
1322
Transamerica Financial Advisors
Florida
$12.6K +$6.97K +45 +132%
SWM
1323
SHP Wealth Management
Massachusetts
$12.4K -$4.65K -30 -28%
W
1324
WealthCollab
Washington
$12.2K -$8.36K -54 -42%
SWP
1325
SIMA Wealth Partners
Virginia
$12K -$11.6K -75 -50%
51 52
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