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PD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$2.97K +$2.33K +308 New
PWMG
227
Private Wealth Management Group
New Jersey
$2.67K – – –
SIC
228
SJS Investment Consulting
Ohio
$2.47K +$1.94K +256 New
PWA
229
Physician Wealth Advisors
Utah
$2.34K +$1.3K +172 +246%
CFM
230
Cornerstone Financial Management
Massachusetts
$2.03K +$1.59K +210 New
ACA
231
American Capital Advisory
Idaho
$1.95K – – –
TCM
232
Triumph Capital Management
Colorado
$1.93K – – –
CA
233
Continuum Advisory
Idaho
$1.47K +$1.15K +152 New
KG
234
Kilter Group
New York
$1.39K +$1.09K +144 New
LSA
235
Leonteq Securities AG
Switzerland
$1.23K – – –
CAL
236
Capital Advisors Ltd
Ohio
$1K +$560 +74 New
CIAM
237
Caitong International Asset Management
Hong Kong
$926 -$46.2K -6,105 -98%
BIA
238
Bell Investment Advisors
California
$715 -$3.43K -453 -86%
RWM
239
Rialto Wealth Management
New York
$695 +$8 +1 +1%
HI
240
Harbour Investments
Wisconsin
$573 +$363 +48 +436%
IPS
241
Investors Portfolio Services
Washington
$569 +$447 +59 New
LFG
242
Larson Financial Group
Missouri
$560 +$439 +58 New
TFA
243
Transamerica Financial Advisors
Florida
$405 +$318 +42 New
OCWP
244
Owl Creek Wealth Partners
Colorado
$386 – – –
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$386 – – –
SPIA
246
Steward Partners Investment Advisory
New York
$328 +$257 +34 New
CMBA
247
C.M. Bidwell & Associates
Hawaii
$309 – – –
CA
248
Clearstead Advisors
Ohio
$261 +$204 +27 New
AWM
249
Abound Wealth Management
Tennessee
$232 – – –
IAIM
250
International Assets Investment Management
Florida
$171 – – –
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