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Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
2051
Howard Hughes Medical Institute
Maryland
$31.5K +$121 +5 +0.5%
PCFFS
2052
Pacific Center for Financial Services
California
$30.6K -$6.44K -266 -23%
PWMA
2053
Pension & Wealth Management Advisors
Massachusetts
$30.2K – – –
VFM
2054
Vision Financial Markets
Connecticut
$30.1K – – –
OCM
2055
Orion Capital Management
California
$29.5K -$22.4K -923 -51%
M
2056
MOTCO
Texas
$29.5K – – –
CTC
2057
Corundum Trust Company
South Dakota
$29.3K +$21.1K +872 New
RWS
2058
Retirement Wealth Solutions
Wisconsin
$28.1K +$24 +1 +0.1%
LWMI
2059
Legacy Wealth Management (Idaho)
Idaho
$27.9K +$7.92K +327 +65%
FPF
2060
First Pacific Financial
Washington
$27.6K -$17.8K -735 -47%
FUBT
2061
First United Bank & Trust
Maryland
$26.8K -$38.8K -1,600 -67%
CWM
2062
Crowley Wealth Management
Delaware
$26.3K – – –
GPFA
2063
Game Plan Financial Advisors
Ohio
$26.3K +$2.79K +115 +17%
GG
2064
Gleason Group
Kentucky
$26.3K – – –
FCG
2065
Financial Connections Group
California
$26K -$3.08K -127 -14%
CCMI
2066
Creative Capital Management Investments
California
$25.8K – – –
WAS
2067
Winch Advisory Services
Wisconsin
$25.3K +$2.3K +95 +14%
AWM
2068
Abound Wealth Management
Tennessee
$25.1K -$4K -165 -18%
DWM
2069
Dogwood Wealth Management
Kansas
$25K -$4.31K -178 -19%
ME
2070
McIlrath & Eck
Washington
$24.7K +$4.84K +200 +37%
RWM
2071
Raffa Wealth Management
District of Columbia
$24.6K +$1.67K +69 +10%
JWM
2072
JPL Wealth Management
Colorado
$24.4K +$17.6K +727 New
SRCM
2073
Signature Resources Capital Management
California
$22.5K -$1.48K -61 -8%
TIM
2074
Tortoise Investment Management
New York
$22.5K -$7.24K -299 -31%
PS
2075
Pinney & Scofield
Massachusetts
$22.3K -$8K -330 -33%
81 82
83
84 85