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Name Holding Trade Value Shares
Change
Change in
Stake
ZRP
5451
Zynergy Retirement Planning
New Jersey
$41.2K
IWM
5452
Inlight Wealth Management
Georgia
$39.6K +$45.1K +208 New
SR
5453
Summer Road
Florida
$37.2K
CW
5454
Cooksen Wealth
Texas
$36.1K +$43.4K +200 New
ETS
5455
ESL Trust Services
New York
$35.6K
PMIM
5456
Prudent Man Investment Management
Colorado
$26.8K
MAM
5457
Marquette Asset Management
Minnesota
$26.6K
PIS
5458
POM Investment Strategies
North Carolina
$24.5K -$164K -758 -85%
PS
5459
PayPay Securities
Japan
$22.7K -$17.8K -82 -41%
MCA
5460
Maryland Capital Advisors
Maryland
$22.1K -$868 -4 -3%
LC
5461
Luminist Capital
Michigan
$19.2K +$21.7K +100 New
MG
5462
MilWealth Group
Wisconsin
$19K
GWMI
5463
Guardian Wealth Management (Illinois)
Illinois
$17.1K
CAIM
5464
Catherine Avery Investment Management
Florida
$16.9K
LIM
5465
Longfellow Investment Management
Massachusetts
$16.7K
UIC
5466
Uniplan Investment Counsel
Wisconsin
$13K +$14.8K +68 New
BGAI
5467
Bruce G. Allen Investments
Colorado
$11K -$3.91K -18 -24%
FW
5468
Fairway Wealth
Ohio
$10.1K -$91.6K -422 -89%
BC
5469
Bayforest Capital
United Kingdom
$9.89K -$97.4K -449 -90%
FAI
5470
Fiduciary Advisors Inc
Missouri
$7.61K
RJA
5471
Ross\Johnson & Associates
Minnesota
$6.66K +$6.51K +30 +600%
CF
5472
Conquis Financial
California
$6.47K
FS
5473
Financially Speaking
Colorado
$5.14K -$252K -1,160 -98%
BGWM
5474
Bridge Generations Wealth Management
Florida
$1.9K
BIM
5475
Brentview Investment Management
Illinois
$1.9K +$2.17K +10 New