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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
3501
TD Capital Management
Tennessee
$7.35K – – –
QWM
3502
Quaker Wealth Management
New Jersey
$7.31K +$7.19K +13 New
VWWMG
3503
Vermillion & White Wealth Management Group
Pennsylvania
$6.18K – – –
MSWM
3504
Mowery & Schoenfeld Wealth Management
Illinois
$5.62K – – –
AIM
3505
Access Investment Management
Georgia
$5.62K +$5.53K +10 New
CF
3506
Conquis Financial
California
$5.62K – – –
IWP
3507
IAG Wealth Partners
Wisconsin
$5.62K – – –
FW
3508
Fairway Wealth
Ohio
$5.06K – – –
MWM
3509
MorganRosel Wealth Management
Colorado
$5.06K – – –
PCM
3510
Perritt Capital Management
Illinois
$5.06K – – –
PP
3511
PrairieView Partners
Minnesota
$5K – – –
DF
3512
DecisionPoint Financial
Arizona
$4.52K +$4.42K +8 New
MBFW
3513
Morton Brown Family Wealth
Pennsylvania
$4.5K – – –
BGC
3514
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
TFGT
3515
TS Financial Group (TSFG)
Illinois
$4K – – –
AS
3516
Altshuler Shaham
Israel
$3.93K – – –
PCA
3517
PMV Capital Advisers
Texas
$3.93K +$3.87K +7 New
ACA
3518
Atlas Capital Advisors
Wyoming
$3.93K – – –
1IA
3519
1620 Investment Advisors
Massachusetts
$3.13K -$2.21K -4 -44%
FCG
3520
Financial Connections Group
California
$3K – – –
CAIM
3521
Catherine Avery Investment Management
Florida
$2.81K – – –
BFS
3522
Bare Financial Services
Pennsylvania
$2.81K +$2.77K +5 New
GPFA
3523
Game Plan Financial Advisors
Ohio
$2.26K – – –
LAM
3524
Lummis Asset Management
Texas
$2.25K – – –
TFG
3525
Team Financial Group
California
$1.7K +$1.66K +3 New