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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
901
American Capital Advisory
Idaho
$900
SVCP
902
Silicon Valley Capital Partners
California
$900 +$900 +11 New
TBFA
903
Three Bearings Fiduciary Advisors
New Hampshire
$818
PWA
904
Portus Wealth Advisors
North Carolina
$818 +$819 +10 New
TWM
905
TopTier Wealth Management
Wisconsin
$818 +$819 +10 New
BIM
906
Breakwater Investment Management
Washington
$655
CIAM
907
Caitong International Asset Management
Hong Kong
$654 -$242K -2,952 -100%
ECM
908
Estabrook Capital Management
New York
$572
CMA
909
Cedar Mountain Advisors
Oregon
$572 +$573 +7 New
RPA
910
Redwood Park Advisors
California
$491 -$1.06K -13 -68%
TC
911
Trust Company
Kansas
$491
VWA
912
Valued Wealth Advisors
Utah
$491
LI
913
LRI Investments
Florida
$491 +$491 +6 New
IAS
914
IMA Advisory Services
Colorado
$411
MWM
915
Mascoma Wealth Management
New Hampshire
$409 +$409 +5 New
TSMHT
916
Thurston Springer Miller Herd & Titak
Indiana
$408
AIM
917
Arcadia Investment Management
Michigan
$328
RWS
918
Retirement Wealth Solutions
Wisconsin
$328 +$327 +4 New
DCM
919
Davis Capital Management
Florida
$327
T
920
Tidemark
California
$327 +$327 +4 New
BHWM
921
Beaird Harris Wealth Management
Texas
$246
DF
922
DecisionPoint Financial
Arizona
$246
3FI
923
3 Factor Indexing
California
$164 +$164 +2 New
NF
924
Napier Financial
Massachusetts
$164 +$164 +2 New
MAM
925
Meeder Asset Management
Ohio
$82