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RH
RH

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
376
Iron Horse Wealth Management
Iowa
$2.27K – – –
HFM
377
Hartford Financial Management
Connecticut
$2.08K – – –
PWMG
378
Prestige Wealth Management Group
New Jersey
$2.08K +$743 +4 +57%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$2.08K – – –
BFP
380
Briaud Financial Planning
Texas
$2K +$2.79K +15 New
SAM
381
Smartleaf Asset Management
Massachusetts
$1.91K -$1.86K -10 -50%
GTAM
382
Global Trust Asset Management
Florida
$1.89K – – –
BCWM
383
Bartlett & Co Wealth Management
Ohio
$1.89K +$1.86K +10 New
BIA
384
Bell Investment Advisors
California
$1.7K +$1.67K +9 New
FPF
385
First Pacific Financial
Washington
$1.7K +$1.67K +9 New
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51K +$1.49K +8 New
S
387
Sachetta
Massachusetts
$1.51K +$1.49K +8 New
BFS
388
Bare Financial Services
Pennsylvania
$1.32K +$1.3K +7 New
JWA
389
JFS Wealth Advisors
Pennsylvania
$1.14K -$371 -2 -25%
CA
390
CoreCap Advisors
Michigan
$1.13K – – –
FWM
391
FSA Wealth Management
Massachusetts
$1.13K – – –
LFG
392
Larson Financial Group
Missouri
$1.13K – – –
TFGT
393
TS Financial Group (TSFG)
Illinois
$1K – – –
AW
394
Avion Wealth
Texas
$1K +$1.11K +6 New
PWA
395
Physician Wealth Advisors
Utah
$946 +$929 +5 New
GWM
396
Geneos Wealth Management
Colorado
$945 +$929 +5 New
TPWA
397
Twin Peaks Wealth Advisors
California
$712 +$557 +3 New
HFS
398
Hughes Financial Services
Virginia
$639 +$557 +3 New
SC
399
SouthState Corp
Florida
$568 -$371 -2 -40%
TFM
400
TFC Financial Management
Massachusetts
$568 +$557 +3 New
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