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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1876
Hughes Financial Services
Virginia
$2.01K -$2.55K -42 -53%
UIA
1877
Ulland Investment Advisors
Minnesota
$2K – – –
WOSD
1878
WFA of San Diego
California
$1.9K +$2.18K +36 New
HFM
1879
Hartford Financial Management
Connecticut
$1.85K -$9.1K -150 -81%
MO
1880
McMillan Office
Michigan
$1.85K – – –
AIS
1881
Advocate Investing Services
Maryland
$1.48K – – –
IUHSA
1882
Itau Unibanco Holding S.A.
Brazil
$1.48K – – –
SVCP
1883
Silicon Valley Capital Partners
California
$1.34K – – –
AG
1884
AmeriFlex Group
Nevada
$1.32K – – –
BMC
1885
Bear Mountain Capital
Washington
$1.3K – – –
ACM
1886
Anfield Capital Management
California
$1.27K -$12.7K -210 -90%
TBFA
1887
Three Bearings Fiduciary Advisors
New Hampshire
$1.17K -$606 -10 -31%
BT
1888
Banque Transatlantique
France
$1.06K -$3.03K -50 -71%
PG
1889
Proffitt & Goodson
Tennessee
$1.06K – – –
SWIM
1890
Smallwood Wealth Investment Management
New Jersey
$1.06K – – –
AP
1891
Aspect Partners
Virginia
$1K -$3.94K -65 -77%
VERPA
1892
Virginia Estate & Retirement Planning Advisors
Virginia
$1K +$1.15K +19 New
CW
1893
Curio Wealth
Maryland
$953 -$17.3K -285 -94%
VWA
1894
Valued Wealth Advisors
Utah
$915 -$7.7K -127 -89%
GFL
1895
Granite FO LLC
New Hampshire
$898 – – –
KFG
1896
Kingdom Financial Group
Arizona
$859 -$182 -3 -16%
LAS
1897
Lloyd Advisory Services
Georgia
$859 +$970 +16 New
1CP
1898
1015 Capital Partners
Pennsylvania
$845 -$849 -14 -47%
MS
1899
Monetary Solutions
Ohio
$845 – – –
TM
1900
Torren Management
California
$792 -$42.3K -698 -98%
74 75
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77 78