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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1851
Heritage Wealth Advisors
Virginia
$15.7K +$15.1K +33 New
RF
1852
Robinswood Financial
Washington
$15.7K +$15.1K +33 New
CAS
1853
Coppell Advisory Solutions
Texas
$15.3K – – –
AIM
1854
Arcadia Investment Management
Michigan
$14.8K – – –
IHWM
1855
Iron Horse Wealth Management
Iowa
$14.3K +$11K +24 +400%
PBK
1856
Peoples Bank (Kansas)
Kansas
$14.3K – – –
GWSA
1857
Global Wealth Strategies & Associates
Colorado
$13.8K +$13.2K +29 New
SC
1858
Steph & Co
Wisconsin
$13.8K +$13.2K +29 New
NRG
1859
Nemes Rush Group
Michigan
$13.8K -$20.5K -45 -60%
HWP
1860
Highline Wealth Partners
California
$13.4K +$7.76K +17 +155%
B
1861
Birchbrook
Maine
$13.4K – – –
JPWM
1862
Jamison Private Wealth Management
Georgia
$13.4K – – –
BWL
1863
Bogart Wealth LLC
Virginia
$13.4K – – –
PCMC
1864
Planning Capital Management Corporation
Pennsylvania
$13K +$12.3K +27 New
NMM
1865
Naples Money Management
Florida
$12.9K – – –
TPW
1866
Talon Private Wealth
Florida
$12.9K +$12.3K +27 New
PMFA
1867
Plante Moran Financial Advisors
Michigan
$12.4K -$26.9K -59 -69%
KFP
1868
Keener Financial Planning
Texas
$12K -$223K -488 -95%
FIM
1869
FWL Investment Management
Texas
$11.9K – – –
PCTC
1870
Perkins Coie Trust Company
Washington
$11.9K +$11.4K +25 New
RWM
1871
Ruedi Wealth Management
Illinois
$11K -$4.56K -10 -30%
WIM
1872
Westside Investment Management
California
$10.9K – – –
PW
1873
Paladin Wealth
Minnesota
$10.5K +$10K +22 New
GTAM
1874
Global Trust Asset Management
Florida
$10K – – –
NSIM
1875
North Star Investment Management
Illinois
$10K – – –
73 74
75
76 77