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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1501
Tradewinds Capital Management
Washington
$43.6K +$227 +1 +0.5%
1L
1502
10Elms LLP
Oklahoma
$42.4K +$43.7K +192 New
DIP
1503
DT Investment Partners
Pennsylvania
$41.7K +$15.9K +70 +59%
LIS
1504
Legacy Investment Solutions
Idaho
$40.4K
LWMI
1505
Legacy Wealth Management (Idaho)
Idaho
$40.4K
AFG
1506
Albion Financial Group
Utah
$39.1K +$40.3K +177 New
CAC
1507
Core Alternative Capital
Georgia
$39.1K
PS
1508
Pinney & Scofield
Massachusetts
$38.6K +$39.8K +175 New
MFT
1509
Moisand Fitzgerald Tamayo
Florida
$38.4K
VWA
1510
Valued Wealth Advisors
Utah
$38K +$3.41K +15 +10%
BGAI
1511
Bruce G. Allen Investments
Colorado
$36.4K +$16.6K +73 +79%
PWMG
1512
Private Wealth Management Group
New Jersey
$36.2K
DF
1513
Dunhill Financial
United Kingdom
$35.2K +$7.05K +31 +24%
Q1WB
1514
Quest 10 Wealth Builders
Virginia
$34.2K +$35.3K +155 New
MLA
1515
MB, Levis & Associates
Pennsylvania
$32.9K
WT
1516
Washington Trust
Rhode Island
$31.1K
MWA
1517
Medallion Wealth Advisors
Connecticut
$30.9K +$27.1K +119 New
AWM
1518
Atticus Wealth Management
Florida
$30.8K +$227 +1 +0.7%
LC
1519
Lavaca Capital
Texas
$30.7K +$31.6K +139 New
KSB
1520
Kennebec Savings Bank
Maine
$29.7K -$31.8K -140 -50%
NSIM
1521
North Star Investment Management
Illinois
$29.6K
FLP
1522
Financial Life Planners
Arizona
$29K +$29.8K +131 New
CBT
1523
CoreFirst Bank & Trust
Kansas
$28.5K
RS
1524
Rakuten Securities
Japan
$28.3K +$14.1K +62 +94%
CAM
1525
Columbia Asset Management
Michigan
$27.6K +$28.4K +125 New