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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1601
HBC Financial Services
Washington
$2K – – –
TWD
1602
True Wealth Design
Ohio
$1.95K -$34.5K -3,012 -94%
BFPW
1603
BOK Financial Private Wealth
Colorado
$1.69K – – –
DWM
1604
Darwin Wealth Management
Florida
$1.55K +$1.68K +147 New
SHIM
1605
Stone House Investment Management
Pennsylvania
$1.48K – – –
AFS
1606
Annapolis Financial Services
Maryland
$1.37K – – –
PS
1607
PayPay Securities
Japan
$1.36K -$2.01K -176 -58%
AP
1608
Aspect Partners
Virginia
$1.25K -$5.78K -505 -81%
TCA
1609
Trifecta Capital Advisors
Illinois
$1.24K – – –
PS
1610
Planned Solutions
California
$1.19K +$1.29K +113 New
RDIA
1611
RE Dickinson Investment Advisors
Iowa
$1.12K +$11 +1 +1%
BMC
1612
Bear Mountain Capital
Washington
$1.11K – – –
GA
1613
GoalVest Advisory
New York
$1.06K – – –
HC
1614
Hoese & Co
Minnesota
$1.06K +$1.14K +100 New
CAL
1615
Capital Advisors Ltd
Ohio
$1K -$172 -15 -13%
MCA
1616
Maryland Capital Advisors
Maryland
$951 – – –
RF
1617
Robinswood Financial
Washington
$792 – – –
SC
1618
Solstein Capital
California
$771 – – –
RWM
1619
Ruedi Wealth Management
Illinois
$750 -$801 -70 -50%
LOIP
1620
Live Oak Investment Partners
Texas
$707 – – –
CI
1621
Cordant Inc
Oregon
$676 – – –
GWSA
1622
Global Wealth Strategies & Associates
Colorado
$676 – – –
MRCM
1623
M&R Capital Management
New Jersey
$581 – – –
CAM
1624
Chesapeake Asset Management
New York
$422 -$11K -960 -96%
WA
1625
WestEnd Advisors
North Carolina
$296 +$23 +2 +8%