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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
551
Cedar Mountain Advisors
Oregon
$2.15K – – –
AF
552
Abound Financial
California
$2.13K +$2.17K +80 New
LWM
553
Lodestone Wealth Management
Washington
$2.13K +$2.17K +80 New
OC
554
Optima Capital
Oregon
$2.1K +$2.14K +79 New
BCPWM
555
Bradley & Co Private Wealth Management
Florida
$2.07K +$542 +20 +34%
FMP
556
Financial Management Professionals
Texas
$2.04K – – –
SVCP
557
Silicon Valley Capital Partners
California
$2.02K – – –
KFAS
558
Keating Financial Advisory Services
Kansas
$2.02K +$2.06K +76 New
Lazard Asset Management
559
Lazard Asset Management
New York
$2K – – –
RBC
560
Roble Belko & Company
Pennsylvania
$2K +$2.17K +80 +1,600%
SWA
561
Strategic Wealth Advisors
Arizona
$2K +$2.41K +89 New
CFS
562
CGC Financial Services
Oregon
$1.94K – – –
SFS
563
Sunrise Financial Services
Washington
$1.94K +$1.98K +73 New
AF
564
Aviso Financial
Ontario, Canada
$1.91K – – –
FISPB
565
Fideuram - Intesa Sanpaolo Private Banking
$1.91K +$1.95K +72 New
AP
566
Aspect Partners
Virginia
$1.86K – – –
TCOT
567
Trust Company of Toledo
Ohio
$1.86K – – –
MDA
568
Minot DeBlois Advisors
Massachusetts
$1.83K +$1.87K +69 New
CSB
569
City State Bank
Iowa
$1.81K – – –
BCM
570
Boreal Capital Management
Florida
$1.78K – – –
WA
571
WPG Advisers
Maryland
$1.75K – – –
RWS
572
Retirement Wealth Solutions
Wisconsin
$1.67K -$2.14K -79 -56%
MAS
573
MPWM Advisory Solutions
Georgia
$1.67K -$2.44K -90 -59%
NSIM
574
North Star Investment Management
Illinois
$1.65K +$81 +3 +5%
RFS
575
Richardson Financial Services
Massachusetts
$1.62K – – –