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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
826
CGC Financial Services
Oregon
$1.5K – – –
CIAM
827
Caitong International Asset Management
Hong Kong
$1.43K +$1.44K +25 New
CWP
828
Clark Wealth Partners
Illinois
$1.35K +$1.38K +24 New
SIM
829
Synergy Investment Management
Florida
$1.35K +$1.38K +24 New
SC
830
Stephens Consulting
Michigan
$975 – – –
TWD
831
True Wealth Design
Ohio
$975 – – –
VWM
832
Valley Wealth Managers
New Jersey
$975 – – –
WA
833
WPG Advisers
Maryland
$900 +$918 +16 New
TCA
834
Trifecta Capital Advisors
Illinois
$825 – – –
SO
835
Sierra Ocean
California
$751 +$746 +13 New
AT
836
Arlington Trust
Alabama
$750 – – –
CWC
837
Carolinas Wealth Consulting
North Carolina
$750 +$344 +6 +86%
HCA
838
Heck Capital Advisors
Wisconsin
$750 +$746 +13 New
WCM
839
WealthTrak Capital Management
Virginia
$750 +$746 +13 New
ACA
840
Atlas Capital Advisors
Wyoming
$675 – – –
PCFFS
841
Pacific Center for Financial Services
California
$675 – – –
LIS
842
Legacy Investment Solutions
Idaho
$633 – – –
LWMI
843
Legacy Wealth Management (Idaho)
Idaho
$633 – – –
OSNBOA
844
Old Second National Bank of Aurora
Illinois
$525 +$517 +9 New
WW
845
Winnow Wealth
Texas
$491 +$517 +9 New
SWA
846
SOA Wealth Advisors
New York
$456 – – –
CA
847
Continuum Advisory
Idaho
$450 – – –
OP
848
ORG Partners
Indiana
$450 – – –
AGWCA
849
Annis Gardner Whiting Capital Advisors
Florida
$450 +$459 +8 New
T
850
Transce3nd
Texas
$450 +$459 +8 New