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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$13.5K +$6.43K +313 +90%
SPIA
152
Steward Partners Investment Advisory
New York
$11.8K -$2.26K -110 -16%
PFBT
153
Parkside Financial Bank & Trust
Missouri
$11.1K +$4.64K +226 +72%
TWC
154
TD Waterhouse Canada
Ontario, Canada
$7.61K -$6.74K -328 -47%
BWA
155
Basecamp Wealth Advisors
Washington
$6.26K +$6.26K +305 New
EW
156
Elyxium Wealth
California
$6.24K +$6.24K +304 New
CFM
157
Cornerstone Financial Management
Massachusetts
$5.85K +$5.85K +285 New
NA
158
NewEdge Advisors
Louisiana
$5.67K – – –
RWM
159
Raffa Wealth Management
District of Columbia
$5.67K +$2.4K +117 +74%
TWD
160
True Wealth Design
Ohio
$5.11K +$2.79K +136 +120%
MHR
161
Matthew Hamilton Rosenberg
$5.07K – – –
IA
162
IFP Advisors
Florida
$4.68K +$2.05K +100 +78%
KFI
163
Key Financial Inc
Pennsylvania
$3.86K – – –
PUI
164
Purpose Unlimited Inc
$3.63K +$3.63K +177 New
SS
165
SBI Securities
Japan
$3.39K +$616 +30 +22%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.5K -$185 -9 -7%
TCM
167
Triumph Capital Management
Colorado
$2.38K +$2.38K +116 New
SAM
168
Smartleaf Asset Management
Massachusetts
$2.24K +$801 +39 +56%
SWM
169
Spire Wealth Management
Virginia
$2.16K -$82 -4 -4%
RAM
170
Ramirez Asset Management
New York
$1.99K +$205 +10 +11%
WIM
171
Westside Investment Management
California
$1.85K +$1.85K +90 New
PTC
172
Private Trust Company
Ohio
$1.66K – – –
AWM
173
Abound Wealth Management
Tennessee
$1.52K +$411 +20 +37%
LFG
174
Larson Financial Group
Missouri
$1.38K -$411 -20 -23%
II
175
Inspire Investing
Idaho
$1.03K +$1.03K +50 New
5 6
7
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