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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3976
Navigoe Wealth Management
California
$60K +$3.45K +33 +7%
IRAG
3977
Investment Research & Advisory Group
Georgia
$59.7K +$209 +2 +0.5%
HIW
3978
Holos Integrated Wealth
Pennsylvania
$59.7K – – –
LFASL
3979
Lugano Financial Advisors SA (LFA)
Switzerland
$58.7K – – –
CJ
3980
Caitlin John
Michigan
$56.5K -$6.07K -58 -11%
SC
3981
Solstein Capital
California
$55.9K – – –
GSEP
3982
Golden State Equity Partners
California
$54.1K -$6.06M -57,978 -99%
PIS
3983
POM Investment Strategies
North Carolina
$53.4K -$75.3K -720 -61%
TM
3984
Torren Management
California
$52.9K +$314 +3 +0.7%
NOI
3985
Newton One Investments
Delaware
$48.3K +$26.1K +250 +155%
JFG
3986
JDM Financial Group
Texas
$47K – – –
MCI
3987
MRP Capital Investments
Georgia
$47K +$20.9K +200 +100%
LIA
3988
Luken Investment Analytics
Tennessee
$45K – – –
UFPG
3989
United Financial Planning Group
New York
$44.2K – – –
SWA
3990
Strategic Wealth Advisors
Arizona
$42K +$28.6K +273 +96%
FLP
3991
Financial Life Planners
Arizona
$41.5K +$105 +1 +0.3%
ATC
3992
Advantage Trust Company
Kansas
$41.1K – – –
SAM
3993
Sherman Asset Management
California
$40.2K -$111K -1,063 -76%
PWM
3994
Peterson Wealth Management
Nevada
$38.3K +$9.73K +93 +40%
CIAS
3995
CBIZ Investment Advisory Services
Ohio
$37.9K – – –
OAG
3996
Oakmont Advisory Group
New Mexico
$36.5K +$32.5K +311 New
DWA
3997
Delos Wealth Advisors
Texas
$36.3K -$207K -1,980 -87%
WFA
3998
West Financial Advisors
Iowa
$36.3K – – –
RRMM
3999
Regatta Research & Money Management
Louisiana
$36.1K +$32.2K +308 New
ITFISA
4000
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$35.6K -$732 -7 -2%
158 159
160
161 162