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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
4026
Legacy Wealth Management (Idaho)
Idaho
$58.9K +$1.09K +3 +2%
CWM
4027
Copia Wealth Management
Oregon
$58.9K +$729 +2 +1%
WSA
4028
Wealth Science Advisors
Georgia
$56.4K +$59.8K +164 New
SG
4029
Sankala Group
Colorado
$56.4K -$55.8K -153 -47%
RS
4030
Rakuten Securities
Japan
$55.6K +$25.1K +69 +69%
BGC
4031
Beutel, Goodman & Co
Ontario, Canada
$55K -$4.74K -13 -7%
TLFA
4032
True Link Financial Advisors
California
$54.9K +$60.9K +167 New
WFA
4033
West Financial Advisors
Iowa
$53.3K – – –
SR
4034
Swiss Re
Switzerland
$53.3K – – –
AWM
4035
Activest Wealth Management
Florida
$53K -$23.7K -65 -29%
BFS
4036
Bare Financial Services
Pennsylvania
$52.6K -$3.64K -10 -6%
LFASL
4037
Lugano Financial Advisors SA (LFA)
Switzerland
$51.3K – – –
GK
4038
Graney & King
New York
$51.2K -$1.82K -5 -3%
GAG
4039
Goodman Advisory Group
Massachusetts
$50K – – –
AAG
4040
Accordant Advisory Group
Maryland
$49.3K – – –
YAL
4041
Your Advocates Ltd
Texas
$48K – – –
FF
4042
Finley Financial
Nevada
$47.7K – – –
MHIP
4043
Mountain Hill Investment Partners
New Jersey
$47.7K – – –
KFGG
4044
Keystone Financial Group (Georgia)
Georgia
$47.6K +$364 +1 +0.7%
WA
4045
Walsh & Associates
Florida
$46.4K -$17.9K -49 -26%
MS
4046
Monetary Solutions
Ohio
$45.7K – – –
UOIF
4047
University of Illinois Foundation
Illinois
$45.5K +$49.9K +137 New
Q1WB
4048
Quest 10 Wealth Builders
Virginia
$45.1K +$14.2K +39 +40%
SIS
4049
Strategic Investment Solutions
Illinois
$44.2K +$729 +2 +2%
TM
4050
Torren Management
California
$43.8K -$406K -1,115 -89%
160 161
162
163 164