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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1026
Bay Harbor Wealth Management
Maryland
$3.62K +$704 +3 +23%
RIAS
1027
Rachor Investment Advisory Services
Michigan
$3.4K +$3.52K +15 New
BWL
1028
Bogart Wealth LLC
Virginia
$3.4K -$3.52K -15 -50%
BFS
1029
Bare Financial Services
Pennsylvania
$3.4K -$2.11K -9 -38%
AFC
1030
Ares Financial Consulting
California
$3.4K +$3.52K +15 New
WAS
1031
Winch Advisory Services
Wisconsin
$3.17K – – –
CWP
1032
Clark Wealth Partners
Illinois
$2.94K – – –
TPBG
1033
Turning Point Benefit Group
Maryland
$2.94K +$1.88K +8 +160%
FWA
1034
Flagship Wealth Advisors
Massachusetts
$2.72K – – –
TIM
1035
Thompson Investment Management
Wisconsin
$2.72K – – –
WW
1036
Winnow Wealth
Texas
$2.5K -$2.11K -9 -45%
NL
1037
NVWM LLC
Pennsylvania
$2.49K +$938 +4 +57%
BCH
1038
Berkshire Capital Holdings
California
$2.27K -$13.9M -59,310 -100%
CFS
1039
CGC Financial Services
Oregon
$2.27K – – –
JSAM
1040
J. Safra Asset Management
New York
$2.27K – – –
WA
1041
Westfuller Advisors
New York
$2.27K – – –
PS
1042
PayPay Securities
Japan
$2.27K +$704 +3 +43%
RWS
1043
Retirement Wealth Solutions
Wisconsin
$2.27K +$1.17K +5 +100%
ACA
1044
American Capital Advisory
Idaho
$2.04K +$235 +1 +13%
CIA
1045
Cape Investment Advisory
Georgia
$2.04K +$1.88K +8 +800%
QA
1046
Quattro Advisors
Pennsylvania
$2.04K +$2.11K +9 New
OAJ
1047
Ogorek Anthony Joseph
New York
$2K – – –
QWM
1048
Quaker Wealth Management
New Jersey
$1.81K – – –
1CP
1049
1015 Capital Partners
Pennsylvania
$1.81K +$1.88K +8 New
BOJHT
1050
Bank of Jackson Hole Trust
Wyoming
$1.81K +$1.88K +8 New
40 41
42
43 44