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RMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
426
Legacy Investment Solutions
Idaho
$2.11K +$1.77K +33 New
AW
427
Avion Wealth
Texas
$2K +$911 +17 +100%
TFA
428
Toth Financial Advisory
Virginia
$1.79K +$1.5K +28 New
MCM
429
MV Capital Management
Maryland
$1.73K -$429 -8 -23%
CAWM
430
Capital A Wealth Management
Pennsylvania
$1.71K +$1.34K +25 New
CT
431
Clearstead Trust
Maine
$1.6K -$1.88K -35 -58%
HNW
432
High Note Wealth
Minnesota
$1.6K -$161 -3 -11%
BWL
433
Bogart Wealth LLC
Virginia
$1.34K +$1.13K +21 New
AWM
434
Activest Wealth Management
Florida
$1.02K +$750 +14 +700%
CAL
435
Capital Advisors Ltd
Ohio
$1K +$536 +10 New
CPG
436
Cornerstone Planning Group
New Jersey
$959 – – –
HFS
437
Hughes Financial Services
Virginia
$930 -$8.2K -153 -92%
CFD
438
Creative Financial Designs
Indiana
$896 -$482 -9 -39%
BFS
439
Bare Financial Services
Pennsylvania
$896 – – –
CIAM
440
Caitong International Asset Management
Hong Kong
$896 – – –
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$833 +$214 +4 +44%
SC
442
SouthState Corp
Florida
$769 -$1.02K -19 -61%
CFO
443
CVA Family Office
Colorado
$768 – – –
FMP
444
Financial Management Professionals
Texas
$704 – – –
PWMG
445
Prestige Wealth Management Group
New Jersey
$641 – – –
AT
446
Arlington Trust
Alabama
$640 +$536 +10 New
TPWA
447
Twin Peaks Wealth Advisors
California
$535 +$375 +7 New
RCM
448
Raleigh Capital Management
North Carolina
$512 +$429 +8 New
PWA
449
Physician Wealth Advisors
Utah
$449 -$268 -5 -42%
SIC
450
SJS Investment Consulting
Ohio
$449 -$54 -1 -13%
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