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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1701
Northwest Capital Management
Oregon
$3.56K – – –
CA
1702
Continuum Advisory
Idaho
$3.51K -$12.5K -43 -78%
WOSD
1703
WFA of San Diego
California
$3.01K – – –
CJ
1704
Caitlin John
Michigan
$2.92K -$871 -3 -23%
RFS
1705
Richardson Financial Services
Massachusetts
$2.87K +$1.45K +5 +100%
AP
1706
Atwood & Palmer
Missouri
$2.74K – – –
GJWM
1707
Gilliland Jeter Wealth Management
Arkansas
$2.74K – – –
AA
1708
Addison Advisors
Vermont
$2.74K +$2.9K +10 New
MA
1709
MCF Advisors
Kentucky
$2.19K -$581 -2 -20%
PS
1710
PayPay Securities
Japan
$2.19K -$871 -3 -27%
SWM
1711
Sugarloaf Wealth Management
Georgia
$1.92K – – –
TFM
1712
TFC Financial Management
Massachusetts
$1.64K – – –
SHIM
1713
Stone House Investment Management
Pennsylvania
$1.51K +$290 +1 +20%
LIS
1714
Legacy Investment Solutions
Idaho
$1.46K +$1.45K +5 New
LWMI
1715
Legacy Wealth Management (Idaho)
Idaho
$1.46K +$1.45K +5 New
CA
1716
Claris Advisors
Missouri
$1.37K +$1.45K +5 New
NL
1717
NVWM LLC
Pennsylvania
$1.09K – – –
VAMG
1718
Voisard Asset Management Group
Michigan
$822 -$7.84K -27 -90%
MSG
1719
Main Street Group
Virginia
$821 – – –
JFG
1720
JDM Financial Group
Texas
$821 +$871 +3 New
PI
1721
PEAK6 Investments
Illinois
$702 +$871 +3 New
CAM
1722
Chesapeake Asset Management
New York
$547 +$581 +2 New
KIG
1723
Kessler Investment Group
Indiana
$274 – – –
WOC
1724
West Oak Capital
California
$211 – – –
AFS
1725
Annapolis Financial Services
Maryland
$167 +$290 +1 New
67 68
69
70 71