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Name Holding Trade Value Shares
Change 		Change in
Stake
KG
701
Kilter Group
New York
$3.05K – – –
TFM
702
TFC Financial Management
Massachusetts
$2.88K – – –
SIS
703
Sound Income Strategies
Florida
$2.73K +$2.43K +29 New
HIA
704
Harbor Investment Advisory
Maryland
$2.7K +$2.59K +31 New
RS
705
Rakuten Securities
Japan
$2.62K +$837 +10 +50%
EWP
706
Elevation Wealth Partners
California
$2.44K +$2.34K +28 New
PWMG
707
Private Wealth Management Group
New Jersey
$2.35K -$418 -5 -16%
JFA
708
JNBA Financial Advisors
Minnesota
$2.27K +$2.18K +26 New
AEPWM
709
Atlantic Edge Private Wealth Management
Florida
$2.18K +$2.09K +25 New
KFI
710
Key Financial Inc
Pennsylvania
$2.18K – – –
AW
711
Avion Wealth
Texas
$2K -$669 -8 -26%
CSB
712
City State Bank
Iowa
$1.92K – – –
PPC
713
Park Place Capital
Alabama
$1.92K – – –
RWM
714
Rialto Wealth Management
New York
$1.92K – – –
DPW
715
DiNuzzo Private Wealth
Pennsylvania
$1.92K +$84 +1 +5%
BHWM
716
Bay Harbor Wealth Management
Maryland
$1.92K +$837 +10 +83%
BIA
717
Bell Investment Advisors
California
$1.48K – – –
CFM
718
Cornerstone Financial Management
Massachusetts
$1.48K +$1.42K +17 New
MSWM
719
Mowery & Schoenfeld Wealth Management
Illinois
$1.4K +$1.34K +16 New
OC
720
Optima Capital
Oregon
$1.31K +$1.25K +15 New
PMAM
721
Picton Mahoney Asset Management
Ontario, Canada
$1.13K – – –
RWM
722
Raffa Wealth Management
District of Columbia
$1.13K – – –
DF
723
Dunhill Financial
United Kingdom
$1.13K +$586 +7 +117%
PWA
724
Physician Wealth Advisors
Utah
$1.05K -$84 -1 -8%
PWA
725
Principia Wealth Advisory
Texas
$1.05K -$84 -1 -8%
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