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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
626
Triumph Capital Management
Colorado
$9.89K +$1.13K +5 +12%
KFA
627
Kelleher Financial Advisors
New York
$9.27K – – –
RMP
628
Richards, Merrill & Peterson
Washington
$9.27K +$10.2K +45 New
AWM
629
Abound Wealth Management
Tennessee
$9.07K -$1.58K -7 -14%
RWM
630
Rialto Wealth Management
New York
$8.86K +$9.27K +41 +2,050%
RWM
631
Raffa Wealth Management
District of Columbia
$8.66K – – –
JWM
632
JPL Wealth Management
Colorado
$8.45K +$9.27K +41 New
B
633
Bayban
Minnesota
$8.24K – – –
MAM
634
Morse Asset Management
Connecticut
$8.24K – – –
PSFG
635
Park Square Financial Group
Georgia
$8.24K +$904 +4 +11%
TFA
636
Toth Financial Advisory
Virginia
$8.24K +$1.13K +5 +14%
CCMI
637
Creative Capital Management Investments
California
$8.04K – – –
ST
638
Smithfield Trust
Pennsylvania
$8K – – –
IAS
639
IMA Advisory Services
Colorado
$7.63K -$226 -1 -3%
TC
640
Truvestments Capital
Florida
$7.63K – – –
EI
641
EFG International
$7.42K +$8.14K +36 New
FMB
642
Field & Main Bank
Kentucky
$7.21K – – –
KFG
643
Kingdom Financial Group
Arizona
$6.18K +$6.78K +30 New
LAS
644
Lloyd Advisory Services
Georgia
$6.18K +$6.78K +30 New
VR
645
Vision Retirement
New Jersey
$5.63K – – –
OCM
646
Orion Capital Management
California
$5.36K – – –
BFS
647
Beacon Financial Strategies
North Carolina
$5.15K – – –
WA
648
WPG Advisers
Maryland
$5.15K +$452 +2 +9%
GSEP
649
Golden State Equity Partners
California
$5.15K +$5.65K +25 New
IWS
650
Intentional Wealth Strategies
Colorado
$5.15K +$5.65K +25 New
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