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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3026
Pingora Partners
Wyoming
$60.2K -$3.72K -8 -6%
T
3027
Tidemark
California
$58.8K +$16.3K +35 +42%
SWA
3028
SOA Wealth Advisors
New York
$58.3K -$7.91K -17 -13%
VWM
3029
Valley Wealth Managers
New Jersey
$56.3K – – –
NI
3030
NCP Inc
California
$55.3K – – –
LIS
3031
Legacy Investment Solutions
Idaho
$54.8K +$48.8K +105 New
LWMI
3032
Legacy Wealth Management (Idaho)
Idaho
$54.8K +$48.8K +105 New
VWA
3033
Valued Wealth Advisors
Utah
$53.8K -$6.05K -13 -11%
FWM
3034
FSA Wealth Management
Massachusetts
$53.8K +$50.7K +109 New
CTB
3035
Country Trust Bank
Illinois
$52.8K – – –
BMC
3036
Bear Mountain Capital
Washington
$50.7K – – –
OBWP
3037
O'Brien Wealth Partners
Massachusetts
$49.4K -$5.12K -11 -10%
AWM
3038
AllSquare Wealth Management
New York
$49.4K – – –
JAM
3039
JCIC Asset Management
Ontario, Canada
$49.4K – – –
LFA
3040
Legend Financial Advisors
Pennsylvania
$49.4K – – –
SA
3041
SRH Advisors
Kansas
$48.4K – – –
FFL
3042
Financial Freedom LLC
Ohio
$48.3K – – –
TCA
3043
Trifecta Capital Advisors
Illinois
$44.4K -$14K -30 -25%
WI
3044
Wintrust Investments
Illinois
$44K -$324K -696 -89%
RAM
3045
Riggs Asset Management
Pennsylvania
$43.5K +$930 +2 +2%
RL
3046
Rogco LP
Oklahoma
$43K – – –
SN
3047
Sittner & Nelson
Oregon
$43K – – –
LWA
3048
Lowe Wealth Advisors
Maryland
$43K +$17.2K +37 +74%
MCA
3049
Maryland Capital Advisors
Maryland
$42K – – –
AP
3050
Aspect Partners
Virginia
$41K – – –
120 121
122
123 124