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Name Holding Trade Value Shares
Change
Change in
Stake
LIS
1051
Legacy Investment Solutions
Idaho
$19.3K +$18.4K +523 New
LWMI
1052
Legacy Wealth Management (Idaho)
Idaho
$19.3K +$18.4K +523 New
AW
1053
Avion Wealth
Texas
$18K +$1.06K +30 +6%
PA
1054
Pineridge Advisors
Missouri
$18K +$35 +1 +0.2%
PCC
1055
Park Circle Company
Maryland
$17.9K – – –
SOAMC
1056
Spirit of America Management Corp
New York
$17.9K – – –
RI
1057
Ridgewood Investments
New Jersey
$17K – – –
LWANC
1058
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$15.2K +430 +1,000%
WOC
1059
West Oak Capital
California
$16.9K – – –
BGAI
1060
Bruce G. Allen Investments
Colorado
$16.7K – – –
TLCM
1061
Twin Lakes Capital Management
California
$16.6K – – –
DFA
1062
DHJJ Financial Advisors
Illinois
$14.9K -$1.06K -30 -7%
HFS
1063
Horizon Financial Services
North Carolina
$14.9K – – –
FP
1064
Financial Perspectives
Minnesota
$14.7K +$35 +1 +0.2%
BBPWM
1065
Blue Bell Private Wealth Management
Pennsylvania
$14.7K – – –
HCM
1066
Hollencrest Capital Management
California
$14.4K – – –
FC
1067
Family CFO
California
$14.3K – – –
NCM
1068
Northwest Capital Management
Oregon
$14.3K – – –
SIC
1069
SJS Investment Consulting
Ohio
$14.3K -$3.49K -99 -20%
AIA
1070
Arcadia Investment Advisors
Idaho
$14.1K – – –
KPP
1071
Kings Path Partners
Texas
$14K – – –
RBC
1072
Roble Belko & Company
Pennsylvania
$14K – – –
CPA
1073
Capital Performance Advisors
California
$14K +$13.7K +390 New
ZB
1074
Zions Bancorporation
Utah
$13.9K -$5.39K -153 -28%
FNWA
1075
Financial Network Wealth Advisors
Utah
$13.6K – – –