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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
701
Leonteq Securities AG
Switzerland
$12.5K -$87.4K -535 -88%
NC
702
North Capital
Utah
$12.5K – – –
RFS
703
Richardson Financial Services
Massachusetts
$12.5K – – –
WA
704
WPG Advisers
Maryland
$11.4K -$8.01K -49 -42%
PSFG
705
Park Square Financial Group
Georgia
$9.38K +$1.47K +9 +19%
IHWM
706
Iron Horse Wealth Management
Iowa
$9.38K – – –
PAI
707
Pittenger & Anderson Inc
Nebraska
$8.23K -$3.27K -20 -29%
CAL
708
Capital Analysts LLC
Pennsylvania
$8K – – –
HIA
709
Harbor Investment Advisory
Maryland
$7.9K +$7.84K +48 New
TPWA
710
Twin Peaks Wealth Advisors
California
$6.95K +$7.68K +47 New
RS
711
Rakuten Securities
Japan
$6.92K -$3.6K -22 -34%
RAM
712
Riggs Asset Management
Pennsylvania
$6.92K +$6.86K +42 New
KG
713
Kilter Group
New York
$6.26K +$6.21K +38 New
SC
714
SouthState Corp
Florida
$6.09K +$490 +3 +9%
HNW
715
High Note Wealth
Minnesota
$5.76K +$5.72K +35 New
WIM
716
Westside Investment Management
California
$5.43K – – –
BBPWM
717
Blue Bell Private Wealth Management
Pennsylvania
$5.43K +$2.61K +16 +94%
HWP
718
Highline Wealth Partners
California
$5.27K – – –
HC
719
Hurley Capital
New York
$4.94K – – –
CT
720
Clearstead Trust
Maine
$4.78K – – –
CTWM
721
Cherry Tree Wealth Management
Minnesota
$4.61K -$2.29K -14 -33%
LWMI
722
Legacy Wealth Management (Idaho)
Idaho
$4.28K -$2.78K -17 -40%
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$4.28K – – –
LIS
724
Legacy Investment Solutions
Idaho
$4.28K +$4.25K +26 New
AEPWM
725
Atlantic Edge Private Wealth Management
Florida
$4.12K – – –
27 28
29
30 31