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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1901
Spurstone Advisory Services
Connecticut
$12K – – –
ME
1902
McIlrath & Eck
Washington
$12K – – –
BCM
1903
Boreal Capital Management
Florida
$12K +$11.1K +534 New
CWM
1904
CarsonAllaria Wealth Management
Illinois
$11.8K – – –
PPC
1905
Park Place Capital
Alabama
$11.5K – – –
LWMI
1906
Legacy Wealth Management (Idaho)
Idaho
$11.3K +$10.2K +492 +3,785%
LIS
1907
Legacy Investment Solutions
Idaho
$11.3K +$10.5K +505 New
GJIA
1908
Glass Jacobson Investment Advisors
Maryland
$11.2K -$30.5K -1,473 -75%
PWA
1909
Provenance Wealth Advisors
Florida
$11.2K -$11.3K -545 -52%
CWM
1910
Consultiva Wealth Management
Puerto Rico
$11.2K – – –
TC
1911
Tacita Capital
Ontario, Canada
$11.2K – – –
QL
1912
Quarry LP
New York
$11K +$10.2K +492 New
CAM
1913
Chesapeake Asset Management
New York
$10.9K -$1.24K -60 -11%
BOJHT
1914
Bank of Jackson Hole Trust
Wyoming
$10.9K +$10.1K +485 New
CIAS
1915
CBIZ Investment Advisory Services
Ohio
$10.8K +$2.13K +103 +27%
IRAG
1916
Investment Research & Advisory Group
Georgia
$10.1K +$4.14K +200 +80%
HIMS
1917
Hager Investment Management Services
New Hampshire
$10.1K – – –
NMG
1918
New Millennium Group
Utah
$9.83K +$1.16K +56 +15%
HWM
1919
Horizons Wealth Management
North Carolina
$9.61K – – –
FS
1920
Financially Speaking
Colorado
$9.03K +$8.35K +403 New
RBC
1921
Roble Belko & Company
Pennsylvania
$9K -$10.4K -500 -55%
RFS
1922
Richardson Financial Services
Massachusetts
$8.96K – – –
HFS
1923
Hughes Financial Services
Virginia
$8.72K +$767 +37 +9%
GWSA
1924
Global Wealth Strategies & Associates
Colorado
$8.36K +$4.14K +200 +116%
TTIC
1925
Tower Trust & Investment Company
Iowa
$8.17K – – –
75 76
77
78 79