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Name Holding Trade Value Shares
Change
Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$1K – – –
PJC
902
Phillip James Consulting
Minnesota
$1K +$900 +11 New
QWM
903
Quaker Wealth Management
New Jersey
$982 +$573 +7 +140%
ACA
904
American Capital Advisory
Idaho
$900 – – –
SVCP
905
Silicon Valley Capital Partners
California
$900 +$900 +11 New
TBFA
906
Three Bearings Fiduciary Advisors
New Hampshire
$818 – – –
PWA
907
Portus Wealth Advisors
North Carolina
$818 +$819 +10 New
TWM
908
TopTier Wealth Management
Wisconsin
$818 +$819 +10 New
BIM
909
Breakwater Investment Management
Washington
$655 – – –
CIAM
910
Caitong International Asset Management
Hong Kong
$654 -$242K -2,952 -100%
ECM
911
Estabrook Capital Management
New York
$572 – – –
CMA
912
Cedar Mountain Advisors
Oregon
$572 +$573 +7 New
RPA
913
Redwood Park Advisors
California
$491 -$1.06K -13 -68%
TC
914
Trust Company
Kansas
$491 – – –
VWA
915
Valued Wealth Advisors
Utah
$491 – – –
LI
916
LRI Investments
Florida
$491 +$491 +6 New
IAS
917
IMA Advisory Services
Colorado
$411 – – –
MWM
918
Mascoma Wealth Management
New Hampshire
$409 +$409 +5 New
TSMHT
919
Thurston Springer Miller Herd & Titak
Indiana
$408 – – –
AIM
920
Arcadia Investment Management
Michigan
$328 – – –
RWS
921
Retirement Wealth Solutions
Wisconsin
$328 +$327 +4 New
DCM
922
Davis Capital Management
Florida
$327 – – –
T
923
Tidemark
California
$327 +$327 +4 New
BHWM
924
Beaird Harris Wealth Management
Texas
$246 – – –
DF
925
DecisionPoint Financial
Arizona
$246 – – –