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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1001
Core Alternative Capital
Georgia
$16K +$14.7K +92 New
TCWA
1002
Ten Capital Wealth Advisors
Washington
$16K +$14.7K +92 New
OLVIG
1003
Oliver Lagore Vanvalin Investment Group
Michigan
$15K +$12.9K +81 New
BCWM
1004
Bartlett & Co Wealth Management
Ohio
$14.3K +$13.2K +83 New
BBPWM
1005
Blue Bell Private Wealth Management
Pennsylvania
$14K +$1.27K +8 +11%
BC
1006
Bartlett & Co
Ohio
$14K +$13.2K +83 New
FHA
1007
First Horizon Advisors
Tennessee
$13K -$52.4K -329 -81%
FA
1008
Fortis Advisors
Pennsylvania
$13K – – –
IWP
1009
IAG Wealth Partners
Wisconsin
$13K +$2.55K +16 +27%
AIM
1010
Anchor Investment Management
South Carolina
$12.2K – – –
AAP
1011
Arax Advisory Partners
Colorado
$12K -$1.75K -11 -14%
DHGWA
1012
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K – – –
EIP
1013
Ellis Investment Partners
Pennsylvania
$12K – – –
TF
1014
TimeScale Financial
Massachusetts
$12K – – –
FFA
1015
Fairfield Financial Advisors
Massachusetts
$11.5K +$10.7K +67 New
BAM
1016
Bellevue Asset Management
Washington
$11K – – –
FMP
1017
Financial Management Professionals
Texas
$11K +$1.59K +10 +19%
CWP
1018
Concord Wealth Partners
Virginia
$10K +$4.62K +29 +94%
ACM
1019
ACT Capital Management
Pennsylvania
$9K – – –
FWA
1020
FSC Wealth Advisors
New York
$9K – – –
SFG
1021
Steward Financial Group
Texas
$9K +$5.26K +33 +132%
IA
1022
IndexIQ Advisors
New York
$9K +$8.6K +54 New
ARIS
1023
Advanced Research Investment Solutions
California
$9K +$8.76K +55 New
TFP
1024
Tilia Fiduciary Partners
North Carolina
$8K -$4.78K -30 -41%
COCM
1025
Charter Oak Capital Management
New Hampshire
$8K +$5.42K +34 +283%
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