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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1301
TruNorth Capital Management
Michigan
$2.98K – – –
RF
1302
Robbins Farley
New Hampshire
$2.93K – – –
FNWA
1303
Financial Network Wealth Advisors
Utah
$2.88K -$13.5K -258 -83%
NC
1304
NewSquare Capital
Pennsylvania
$2.88K +$2.83K +54 New
T
1305
Tidemark
California
$2.82K – – –
BFS
1306
Burkett Financial Services
South Carolina
$2.78K -$7.96K -152 -75%
HFS
1307
Hopwood Financial Services
Virginia
$2.66K +$2.62K +50 New
GJIA
1308
Glass Jacobson Investment Advisors
Maryland
$2.61K – – –
AIP
1309
Alexis Investment Partners
Texas
$2.18K +$2.15K +41 New
LIS
1310
Legacy Investment Solutions
Idaho
$2.13K +$2.36K +45 New
LWMI
1311
Legacy Wealth Management (Idaho)
Idaho
$2.13K +$2.36K +45 New
TCM
1312
Tradewinds Capital Management
Washington
$1.92K – – –
DRP
1313
Decker Retirement Planning
Utah
$1.92K +$1.89K +36 New
PS
1314
PayPay Securities
Japan
$1.86K +$367 +7 +25%
VWM
1315
Vermillion Wealth Management
Minnesota
$1.71K +$1.68K +32 New
FS
1316
Financially Speaking
Colorado
$1.65K +$1.62K +31 New
ACM
1317
Anfield Capital Management
California
$1.6K – – –
PWA
1318
Principia Wealth Advisory
Texas
$1.6K +$1.57K +30 New
FLP
1319
Financial Life Planners
Arizona
$1.59K +$1.57K +30 New
WW
1320
Winnow Wealth
Texas
$1.58K +$1.57K +30 New
CW
1321
Curio Wealth
Maryland
$1.54K +$1.52K +29 New
BFPW
1322
BOK Financial Private Wealth
Colorado
$1.49K +$1.47K +28 New
SC
1323
Stephens Consulting
Michigan
$1.41K -$2.3K -44 -62%
LMR Partners
1324
LMR Partners
United Kingdom
$1.39K -$1.31M -25,043 -100%
Aviso Financial
1325
Aviso Financial
Ontario, Canada
$1.39K – – –