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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1501
Mowery & Schoenfeld Wealth Management
Illinois
$9.06K +$9.13K +26 New
AF
1502
Atala Financial
California
$8.71K +$8.78K +25 New
IA
1503
Icon Advisers
Colorado
$8.71K +$8.78K +25 New
OP
1504
ORG Partners
Indiana
$8.07K – – –
PIS
1505
POM Investment Strategies
North Carolina
$8.02K +$8.08K +23 New
AW
1506
Avion Wealth
Texas
$8K +$351 +1 +5%
JFG
1507
Jefferies Financial Group
New York
$7.67K +$7.73K +22 New
AWM
1508
Abound Wealth Management
Tennessee
$6.99K -$16.9K -48 -71%
FCMT
1509
Founders Capital Management (Texas)
Texas
$6.62K – – –
SAM
1510
Synergy Asset Management
Washington
$6.48K +$7.03K +20 New
BWL
1511
Bogart Wealth LLC
Virginia
$6.28K – – –
EBA
1512
Eagle Bay Advisors
New York
$6.28K – – –
PWMG
1513
Prestige Wealth Management Group
New Jersey
$6.28K – – –
WCM
1514
Westend Capital Management
California
$6.28K – – –
RCM
1515
Raleigh Capital Management
North Carolina
$6.28K +$351 +1 +6%
JGIA
1516
Jackson Grant Investment Advisers
Connecticut
$5.93K – – –
Capstone Investment Advisors
1517
Capstone Investment Advisors
New York
$5.23K -$59.4K -169 -92%
GIM
1518
Gold Investment Management
Alberta, Canada
$5.23K – – –
RWS
1519
Retirement Wealth Solutions
Wisconsin
$4.98K +$4.92K +14 New
HWA
1520
Heritage Wealth Advisors
Virginia
$4.88K +$703 +2 +17%
RCA
1521
Runnymede Capital Advisors
Ohio
$4.88K +$4.92K +14 New
SIC
1522
SJS Investment Consulting
Ohio
$3.83K -$2.11K -6 -35%
TCA
1523
Trifecta Capital Advisors
Illinois
$3.14K – – –
LIS
1524
Legacy Investment Solutions
Idaho
$2.98K +$2.81K +8 New
LWMI
1525
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.81K +8 New