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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1151
HighMark Wealth Management
Minnesota
$1.56K +$1.84K +42 New
IWP
1152
IAG Wealth Partners
Wisconsin
$1.48K – – –
MIM
1153
Marshall Investment Management
Colorado
$1.37K -$4.34K -99 -73%
SWIM
1154
Smallwood Wealth Investment Management
New Jersey
$1.19K +$44 +1 +3%
VWM
1155
Valley Wealth Managers
New Jersey
$1.18K – – –
SA
1156
Strategic Advocates
Utah
$1.11K – – –
EC
1157
Elequin Capital
New York
$1.11K +$878 +20 +200%
HIA
1158
Highland Investment Advisors
Florida
$1.07K +$1.27K +29 New
APW
1159
Allied Private Wealth
Florida
$1.06K +$1.19K +27 New
DWM
1160
Dogwood Wealth Management
Kansas
$1.03K – – –
TCA
1161
Trifecta Capital Advisors
Illinois
$924 +$1.1K +25 New
MS
1162
Monetary Solutions
Ohio
$887 +$1.05K +24 New
CWM
1163
Copia Wealth Management
Oregon
$739 – – –
AWM
1164
Abound Wealth Management
Tennessee
$555 -$6.58K -150 -91%
GFA
1165
Godfrey Financial Associates
New York
$480 – – –
CWP
1166
Clark Wealth Partners
Illinois
$454 – – –
HAP
1167
Harbor Asset Planning
Massachusetts
$338 – – –
SHIM
1168
Stone House Investment Management
Pennsylvania
$259 +$307 +7 New
IRAG
1169
Investment Research & Advisory Group
Georgia
$148 – – –
MHIP
1170
Mountain Hill Investment Partners
New Jersey
$39 – – –
RS
1171
Rakuten Securities
Japan
$37 -$8.34K -190 -99%
II
1172
Inspire Investing
Idaho
$16 – – –
CHP
1173
Castle Hook Partners
New York
– -$52.8M -1,123,129 Closed
GIM
1174
Goodlander Investment Management
Texas
– -$27.3M -579,945 Closed
GIM
1175
Generate Investment Management
New Zealand
– -$26.5M -563,151 Closed
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