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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1101
Prestige Wealth Management Group
New Jersey
$24.3K -$142K -1,100 -86%
BWA
1102
BDO Wealth Advisors
Florida
$23.8K -$6.43K -50 -22%
QL
1103
Quarry LP
New York
$23.8K +$23.2K +180 New
IWP
1104
IAG Wealth Partners
Wisconsin
$23.5K – – –
GI
1105
GS Investments
Minnesota
$23.1K – – –
FFA
1106
Farther Finance Advisors
California
$22.3K -$1.8K -14 -8%
TFM
1107
TFC Financial Management
Massachusetts
$22.3K +$515 +4 +2%
AWM
1108
Accel Wealth Management
Iowa
$21.3K -$3.6K -28 -15%
MA
1109
MCF Advisors
Kentucky
$21K – – –
FFC
1110
First Financial Corp
Indiana
$20.5K – – –
BC
1111
Barrett & Company
Rhode Island
$19.8K – – –
FFA
1112
Fairfield Financial Advisors
Massachusetts
$19.5K +$129 +1 +0.7%
LS
1113
Livforsakringsbolaget Skandia
Sweden
$19.4K – – –
PCFFS
1114
Pacific Center for Financial Services
California
$18.5K +$18K +140 New
FSWA
1115
Financial Synergies Wealth Advisors
Texas
$18K – – –
IUHSA
1116
Itau Unibanco Holding S.A.
Brazil
$17.4K -$6.51M -50,569 -100%
ASBI
1117
American State Bank (Iowa)
Iowa
$17.2K – – –
FMP
1118
Financial Management Professionals
Texas
$16K +$1.29K +10 +9%
DWA
1119
Delos Wealth Advisors
Texas
$15.3K -$6.05K -47 -29%
GIS
1120
Grayhawk Investment Strategies
Alberta, Canada
$15K -$179K -1,390 -94%
HWM
1121
HighMark Wealth Management
Minnesota
$14.8K – – –
CWM
1122
Cedar Wealth Management
California
$14.8K -$772 -6 -5%
RTC
1123
Riverview Trust Company
Washington
$14.8K – – –
AF
1124
Advisornet Financial
Minnesota
$14.5K +$386 +3 +3%
SHIM
1125
Stone House Investment Management
Pennsylvania
$14.2K +$13.8K +107 New
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