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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1851
Quaker Wealth Management
New Jersey
$1.87K
TCM
1852
Tradewinds Capital Management
Washington
$1.65K
RWS
1853
Retirement Wealth Solutions
Wisconsin
$1.65K +$1.23K +16 +229%
TBFA
1854
Three Bearings Fiduciary Advisors
New Hampshire
$1.44K
BFS
1855
Bare Financial Services
Pennsylvania
$1.36K -$1.62K -21 -53%
PRAG
1856
Portfolio Resources Advisor Group
Florida
$1.22K -$77 -1 -6%
CJ
1857
Caitlin John
Michigan
$1.08K
HC
1858
Hara Capital
Washington
$1K
TWM
1859
TopTier Wealth Management
Wisconsin
$1K +$1.08K +14 New
UIA
1860
Ulland Investment Advisors
Minnesota
$1K
PJC
1861
Phillip James Consulting
Minnesota
$1K +$847 +11 New
CAM
1862
Clarity Asset Management
Iowa
$904 +$77 +1 +8%
NL
1863
NorthAvenue LLC
Ohio
$862
EWM
1864
Evolution Wealth Management
Florida
$790 -$193K -2,500 -100%
DCM
1865
Davis Capital Management
Florida
$790
MNA
1866
Manning & Napier Advisors
New York
$701 -$5.62K -73 -88%
BIM
1867
Breakwater Investment Management
Washington
$575
SGFG
1868
Silver Grove Financial Group
New York
$575 +$616 +8 New
FG
1869
Fairman Group
Pennsylvania
$359
QT
1870
Quantbot Technologies
New York
$359 +$385 +5 New
IAS
1871
IMA Advisory Services
Colorado
$287 -$1.31K -17 -81%
CW
1872
Curio Wealth
Maryland
$287 +$308 +4 New
BMC
1873
Bear Mountain Capital
Washington
$230
AIM
1874
Arcadia Investment Management
Michigan
$216
RWM
1875
RMG Wealth Management
Wisconsin
$204