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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
2151
Financial Connections Group
California
$7K – – –
PS
2152
PayPay Securities
Japan
$6.95K +$6.73K +58 New
FIM
2153
FWL Investment Management
Texas
$6.59K +$6.38K +55 New
PCFFS
2154
Pacific Center for Financial Services
California
$6.11K – – –
RBC
2155
Roble Belko & Company
Pennsylvania
$6K – – –
BWS
2156
Buck Wealth Strategies
Colorado
$5.7K +$116 +1 +2%
RA
2157
Rise Advisors
New York
$5.2K -$10.6K -91 -68%
CFFP
2158
Center for Financial Planning
Michigan
$5.15K -$11.6K -100 -70%
TJHA
2159
Thomas J. Herzfeld Advisors
Florida
$5.15K – – –
UIA
2160
Ulland Investment Advisors
Minnesota
$5K – – –
CHA
2161
Carmichael Hill & Associates
Maryland
$4.68K – – –
JMF
2162
Johnson Midwest Financial
Iowa
$4.55K – – –
HWP
2163
Highline Wealth Partners
California
$4.44K – – –
TCM
2164
Tradewinds Capital Management
Washington
$4.19K – – –
HWM
2165
Horizons Wealth Management
North Carolina
$3.95K – – –
HWP
2166
Hibernia Wealth Partners
Louisiana
$3.47K +$3.37K +29 New
NC
2167
NewSquare Capital
Pennsylvania
$3.23K -$4.06K -35 -56%
AFG
2168
Albion Financial Group
Utah
$3.12K -$1.74K -15 -37%
TWP
2169
TFO Wealth Partners
Ohio
$3K +$1.51K +13 +81%
CAM
2170
ClariVest Asset Management
California
$3K +$580 +5 +25%
CAM
2171
Chesapeake Asset Management
New York
$2.88K +$2.79K +24 New
CCMI
2172
Creative Capital Management Investments
California
$2.64K – – –
PWA
2173
Provenance Wealth Advisors
Florida
$2.52K +$2.44K +21 New
AWA
2174
Authentikos Wealth Advisory
California
$2.4K +$2.32K +20 New
CP
2175
Castleview Partners
Texas
$2.16K +$2.09K +18 New
85 86
87
88 89