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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
5051
Cedar Mountain Advisors
Oregon
$896K +$23.2K +113 +3%
JRFS
5052
James Reed Financial Services
Ohio
$894K -$3.91K -19 -0.4%
OCM
5053
Osbon Capital Management
Massachusetts
$892K -$3.29K -16 -0.4%
FWMP
5054
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$891K +$253K +1,230 +38%
GCM
5055
Gallacher Capital Management
Colorado
$889K -$693K -3,371 -43%
CWM
5056
Collaborative Wealth Management
Florida
$889K +$35.8K +174 +4%
RIA
5057
Richwood Investment Advisors
Ohio
$888K +$20.6K +100 +2%
AI
5058
AdvisorShares Investments
Maryland
$886K -$20.6K -100 -2%
NF
5059
NavPoint Financial
Minnesota
$886K +$411 +2 +0%
SAMC
5060
Spectrum Asset Management (California)
California
$884K +$485K +2,359 +115%
PWS
5061
Peloton Wealth Strategists
Indiana
$883K -$12.3K -60 -1%
SI
5062
Sprott Inc
Ontario, Canada
$883K +$206 +1 +0%
QFPS
5063
Quantum Financial Planning Services
Washington
$881K +$133K +645 +17%
FWM
5064
FFT Wealth Management
Pennsylvania
$881K -$25.7K -125 -3%
FI
5065
FWG Investments
Kentucky
$881K -$156K -757 -15%
PFM
5066
Potomac Fund Management
Florida
$880K +$133K +647 +17%
CIM
5067
Caldwell Investment Management
Ontario, Canada
$880K – – –
JCIA
5068
Jackson Creek Investment Advisors
Colorado
$879K +$239K +1,162 +36%
PP
5069
PFS Partners
New Jersey
$875K +$10.5K +51 +1%
IPS
5070
Investors Portfolio Services
Washington
$875K +$98.1K +477 +12%
6SA
5071
6th Street Advisors
Alabama
$874K -$10.5K -51 -1%
V
5072
Viaable
Pennsylvania
$874K +$909K +4,422 New
PC
5073
Port Capital
Illinois
$872K +$896K +4,359 New
GPW
5074
Gray Private Wealth
Massachusetts
$871K +$206 +1 +0%
GD
5075
Galaxy Digital
New York
$870K -$257K -1,250 -22%
201 202
203
204 205