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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2676
Archvest Wealth Advisors
California
$156K +$145K +3,476 New
LOIP
2677
Live Oak Investment Partners
Texas
$155K – – –
TFM
2678
TFC Financial Management
Massachusetts
$154K -$42.7K -1,024 -23%
FWM
2679
FSA Wealth Management
Massachusetts
$151K +$140K +3,352 New
HC
2680
Hara Capital
Washington
$148K +$138K +3,303 New
FC
2681
Fairscale Capital
New Hampshire
$148K – – –
WOSD
2682
WFA of San Diego
California
$147K -$12.5K -300 -8%
HI
2683
Hoey Investments
Pennsylvania
$147K – – –
SIS
2684
Strategic Investment Solutions
Illinois
$147K -$28.3K -678 -17%
CA
2685
Centerpoint Advisors
Massachusetts
$144K +$4.05K +97 +3%
WWP
2686
WR Wealth Planners
Missouri
$144K +$23.1K +553 +21%
TFGT
2687
TS Financial Group (TSFG)
Illinois
$140K – – –
SRCM
2688
Signature Resources Capital Management
California
$139K +$1.21K +29 +0.9%
KB
2689
Kimelman & Baird
New York
$138K -$1.92K -46 -1%
NL
2690
NVWM LLC
Pennsylvania
$138K -$15.1K -362 -11%
PFG
2691
Peterson Financial Group
Iowa
$138K +$128K +3,073 New
MCAI
2692
Members Capital Advisors Inc
Wisconsin
$137K – – –
RA
2693
Rise Advisors
New York
$136K +$1.84K +44 +1%
WPWM
2694
Western Pacific Wealth Management
Illinois
$135K +$62.6K +1,501 +100%
NECFA
2695
New England Capital Financial Advisors
Connecticut
$130K +$292 +7 +0.2%
NIMI
2696
Natixis Investment Managers International
France
$130K – – –
B
2697
Birchbrook
Maine
$126K +$72.1K +1,728 +160%
CWM
2698
Cedar Wealth Management
California
$123K +$4.17K +100 +4%
CAL
2699
Capital Advisors Ltd
Ohio
$119K -$5.76K -138 -5%
PWMA
2700
Pension & Wealth Management Advisors
Massachusetts
$118K +$25.6K +614 +31%