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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1251
Legacy Wealth Management (Idaho)
Idaho
$12.3K – – –
NRWA
1252
North Ridge Wealth Advisors
Oregon
$12.3K – – –
PWA
1253
Physician Wealth Advisors
Utah
$12.3K +$642 +1 +7%
LIS
1254
Legacy Investment Solutions
Idaho
$12.3K +$10.3K +16 New
RWM
1255
Raffa Wealth Management
District of Columbia
$12.3K – – –
FS
1256
Financially Speaking
Colorado
$12.3K +$10.3K +16 New
HBW
1257
Hazlett, Burt & Watson
West Virginia
$12K +$9.63K +15 New
HFS
1258
Hopwood Financial Services
Virginia
$11.5K -$6.42K -10 -40%
TC
1259
Truvestments Capital
Florida
$11.5K -$30.2K -47 -76%
NSG
1260
Nalls Sherbakoff Group
Tennessee
$11.5K -$3.21K -5 -25%
CSC
1261
Caldwell Sutter Capital
California
$11.5K – – –
CFS
1262
Compass Financial Services
Iowa
$11.5K – – –
HIMS
1263
Hager Investment Management Services
New Hampshire
$11.5K – – –
SO
1264
Sierra Ocean
California
$10.7K – – –
TC
1265
Trust Company
Kansas
$10.7K – – –
ST
1266
Smithfield Trust
Pennsylvania
$10K – – –
AGWCA
1267
Annis Gardner Whiting Capital Advisors
Florida
$9.98K +$8.34K +13 New
MSFP
1268
Mark Sheptoff Financial Planning
Connecticut
$9.97K – – –
SAM
1269
Sherman Asset Management
California
$9.97K – – –
PGAM
1270
Princeton Global Asset Management
New Jersey
$9.97K +$8.34K +13 New
TCM
1271
Traub Capital Management
Massachusetts
$9.97K +$8.34K +13 New
YAL
1272
Your Advocates Ltd
Texas
$9.21K – – –
PPA
1273
Painted Porch Advisors
California
$8.44K – – –
PWMG
1274
Prestige Wealth Management Group
New Jersey
$8.44K – – –
BFS
1275
Bare Financial Services
Pennsylvania
$8.44K +$4.49K +7 +175%