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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
826
Islay Capital Management
Texas
$15.7K
OCM
827
Orion Capital Management
California
$15.7K
CSPIA
828
Cary Street Partners Investment Advisory
Virginia
$15.4K +$12.2K +49 New
HFS
829
Hantz Financial Services
Michigan
$15K +$11K +44 +1,100%
MAFA
830
MJT & Associates Financial Advisory
Minnesota
$14.8K
PSFG
831
Park Square Financial Group
Georgia
$14.8K
HNW
832
High Note Wealth
Minnesota
$14.1K
CIAS
833
CBIZ Investment Advisory Services
Ohio
$13.5K +$2.74K +11 +34%
SA
834
Scarborough Advisors
Maryland
$13.5K +$10.7K +43 New
HWM
835
Hemington Wealth Management
Virginia
$13K +$1.99K +8 +22%
SIS
836
Sound Income Strategies
Florida
$12.6K
SHF
837
Safe Harbor Fiduciary
Florida
$12.6K +$9.97K +40 New
RA
838
Rise Advisors
New York
$11.9K
SA
839
SRH Advisors
Kansas
$11.6K
SVCP
840
Silicon Valley Capital Partners
California
$11.4K
CFS
841
Compass Financial Services
Iowa
$11K
TCM
842
Tradewinds Capital Management
Washington
$11K
FPF
843
First Pacific Financial
Washington
$10.4K +$2.74K +11 +50%
IWM
844
Inlight Wealth Management
Georgia
$10.4K
W
845
WealthCollab
Washington
$8.79K
AWM
846
Activest Wealth Management
Florida
$8.79K +$249 +1 +4%
ADL
847
Asset Dedication LLC
California
$7.85K
BWL
848
Bogart Wealth LLC
Virginia
$7.22K +$5.73K +23 New
BIA
849
Bell Investment Advisors
California
$6.91K -$499 -2 -8%
JWA
850
JFS Wealth Advisors
Pennsylvania
$6.91K -$499 -2 -8%