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Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
1926
POM Investment Strategies
North Carolina
$2.3K +$2.29K +29 New
QWM
1927
Quaker Wealth Management
New Jersey
$2.06K +$315 +4 +18%
NWM
1928
Nova Wealth Management
Florida
$1.92K – – –
TCM
1929
Tradewinds Capital Management
Washington
$1.83K – – –
IAS
1930
IMA Advisory Services
Colorado
$1.67K +$1.58K +20 +2,000%
QA
1931
Quattro Advisors
Pennsylvania
$1.62K +$1.58K +20 New
GGI
1932
Godsey & Gibb Inc
Virginia
$1.59K +$1.58K +20 New
KCM
1933
Key Capital Management
Tennessee
$1.59K +$1.58K +20 New
TBFA
1934
Three Bearings Fiduciary Advisors
New Hampshire
$1.5K +$1.58K +20 New
PRAG
1935
Portfolio Resources Advisor Group
Florida
$1.43K +$1.42K +18 New
AFG
1936
Albion Financial Group
Utah
$1.35K – – –
CJ
1937
Caitlin John
Michigan
$1.19K – – –
LAS
1938
Lloyd Advisory Services
Georgia
$1.15K +$1.18K +15 New
HC
1939
Hara Capital
Washington
$1.11K – – –
UIA
1940
Ulland Investment Advisors
Minnesota
$1K – – –
CAM
1941
Clarity Asset Management
Iowa
$990 – – –
LGWM
1942
Litman Gregory Wealth Management
California
$953 +$946 +12 New
NL
1943
NorthAvenue LLC
Ohio
$953 +$946 +12 New
DCM
1944
Davis Capital Management
Florida
$873 – – –
SRCM
1945
Signature Resources Capital Management
California
$873 +$867 +11 New
BIM
1946
Breakwater Investment Management
Washington
$635 – – –
RWS
1947
Retirement Wealth Solutions
Wisconsin
$556 +$552 +7 New
FG
1948
Fairman Group
Pennsylvania
$397 – – –
RJA
1949
Ross\Johnson & Associates
Minnesota
$397 +$237 +3 +150%
BMC
1950
Bear Mountain Capital
Washington
$244 – – –
76 77
78
79 80