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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
3601
Access Investment Management
Georgia
$5.14K – – –
IWP
3602
IAG Wealth Partners
Wisconsin
$5.14K – – –
MDA
3603
Minot DeBlois Advisors
Massachusetts
$5.14K – – –
AW
3604
Ankerstar Wealth
Texas
$4.62K – – –
FW
3605
Fairway Wealth
Ohio
$4.62K – – –
AS
3606
Altshuler Shaham
Israel
$4.62K +$499 +1 +13%
CF
3607
Conquis Financial
California
$4.11K – – –
SA
3608
Seneschal Advisors
Washington
$4.11K – – –
PIS
3609
POM Investment Strategies
North Carolina
$4.11K +$1.5K +3 +60%
CAM
3610
Chesapeake Asset Management
New York
$4.11K +$3.99K +8 New
HFG
3611
Harborfront Financial Group
Michigan
$3.68K +$3.49K +7 New
PJC
3612
Phillip James Consulting
Minnesota
$3.6K – – –
PWS
3613
Peterson Wealth Services
Utah
$3.6K +$3.49K +7 New
TCM
3614
TD Capital Management
Tennessee
$3.11K -$15.5K -31 -84%
LAS
3615
Lloyd Advisory Services
Georgia
$3.1K -$22.4K -45 -88%
PNC
3616
Point Nemo Capital
Texas
$3.08K +$2.99K +6 New
GSEP
3617
Golden State Equity Partners
California
$3.08K -$2.31M -4,636 -100%
ABC
3618
Anchor Bay Capital
California
$2.82K +$2.49K +5 New
Vanguard Advisers Inc
3619
Vanguard Advisers Inc
Pennsylvania
$2.57K -$499 -1 -17%
NL
3620
NorthAvenue LLC
Ohio
$2.06K – – –
LAM
3621
Lummis Asset Management
Texas
$2.05K – – –
CIM
3622
Contravisory Investment Management
Massachusetts
$1.54K -$7.99M -16,021 -100%
3FI
3623
3 Factor Indexing
California
$1.54K – – –
CTWM
3624
Cherry Tree Wealth Management
Minnesota
$1.54K – – –
HCM
3625
Horrell Capital Management
Arkansas
$1.04K – – –