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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1001
Beaird Harris Wealth Management
Texas
$3K +$3.35K +19 New
TIM
1002
Tevis Investment Management
Texas
$3K +$3.52K +20 New
SWA
1003
Sutton Wealth Advisors
Florida
$2.5K – – –
BCH
1004
Berkshire Capital Holdings
California
$2K -$28M -159,240 -100%
DFCM
1005
Dark Forest Capital Management
Puerto Rico
$2K -$127K -719 -98%
CFFP
1006
Center for Financial Planning
Michigan
$2K – – –
COCM
1007
Charter Oak Capital Management
New Hampshire
$2K – – –
DWA
1008
Delos Wealth Advisors
Texas
$2K – – –
EFSCE
1009
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
KSWA
1010
Kathleen S. Wright Associates
Pennsylvania
$2K +$2.11K +12 New
CFO
1011
CVA Family Office
Colorado
$2K +$2.46K +14 New
IFA
1012
Interactive Financial Advisors
Illinois
$2K +$2.64K +15 New
WAC
1013
William Allan Corp
Colorado
$2K +$2.64K +15 New
HF
1014
Halpern Financial
Virginia
$1.67K – – –
HWM
1015
HighMark Wealth Management
Minnesota
$1K -$44K -250 -97%
PO
1016
Private Ocean
California
$1K -$24.5K -139 -97%
PMFA
1017
Plante Moran Financial Advisors
Michigan
$1K -$9.86K -56 -92%
BWL
1018
Bogart Wealth LLC
Virginia
$1K – – –
CWA
1019
Clearview Wealth Advisors
Oregon
$1K – – –
HFA
1020
HC Financial Advisors
California
$1K – – –
PP
1021
PrairieView Partners
Minnesota
$1K – – –
CAL
1022
Capital Advisors Ltd
Ohio
$1K +$704 +4 New
PWMG
1023
Prestige Wealth Management Group
New Jersey
$1K +$881 +5 New
GWSG
1024
GPS Wealth Strategies Group
Colorado
$1K +$1.41K +8 New
HNWA
1025
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1.76K +10 New
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