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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3401
Inlight Wealth Management
Georgia
$11.8K – – –
RF
3402
Roxbury Financial
New Jersey
$11.8K – – –
FDW
3403
Fourth Dimension Wealth
Ohio
$11.2K – – –
NOI
3404
Newton One Investments
Delaware
$11.2K – – –
GWSA
3405
Global Wealth Strategies & Associates
Colorado
$11.2K -$25.9K -421 -72%
CAM
3406
Clarity Asset Management
Iowa
$11K +$61 +1 +0.6%
GAG
3407
Goodman Advisory Group
Massachusetts
$10.9K – – –
AS
3408
Altshuler Shaham
Israel
$9.57K +$2.77K +45 +48%
TWPM
3409
Total Wealth Planning & Management
Florida
$9.02K +$688K +11,200 New
RAM
3410
Riggs Asset Management
Pennsylvania
$8.95K +$4.73K +77 +148%
LFA
3411
Legend Financial Advisors
Pennsylvania
$8.67K +$7.68K +125 New
ACM
3412
Anfield Capital Management
California
$8.46K -$1.23K -20 -14%
APW
3413
Atlantic Private Wealth
North Carolina
$8.02K +$7.13K +116 New
MAS
3414
MPWM Advisory Solutions
Georgia
$7.84K -$20.5K -334 -75%
HHGA
3415
Halbert Hargrove Global Advisors
California
$7.77K -$4.06K -66 -37%
HC
3416
Hara Capital
Washington
$7.63K -$64.8K -1,055 -91%
1M
3417
1248 Management
Missouri
$7.29K – – –
RWM
3418
RMG Wealth Management
Wisconsin
$7.1K +$6.39K +104 New
LIA
3419
Luken Investment Analytics
Tennessee
$6.94K – – –
VWWMG
3420
Vermillion & White Wealth Management Group
Pennsylvania
$6.94K – – –
BCM
3421
Berbice Capital Management
New York
$6.94K +$6.14K +100 New
EPW
3422
Evergreen Private Wealth
Colorado
$6.73K +$1.66K +27 +39%
FGC
3423
Financial Gravity Companies
Texas
$6.66K +$5.9K +96 New
LFA
3424
Livelsberger Financial Advisory
Ohio
$6.32K +$5.59K +91 New
NRWA
3425
North Ridge Wealth Advisors
Oregon
$5.2K – – –
135 136
137
138 139