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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Copia Wealth Management
Oregon
$16.7K +$16.8K +240 New
LWANC
1302
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.5K +$350 +5 +2%
KI
1303
Kapitalo Investimentos
Brazil
$15.6K -$237K -3,391 -94%
SS
1304
Sunbelt Securities
Texas
$15K -$34.5K -493 -70%
CWM
1305
Compass Wealth Management
Connecticut
$13.9K -$3.08K -44 -18%
AWM
1306
Atticus Wealth Management
Florida
$13.9K – – –
HCP
1307
Hexagon Capital Partners
Arkansas
$13.8K – – –
PWMG
1308
Private Wealth Management Group
New Jersey
$13.3K +$2.31K +33 +21%
MHR
1309
Matthew Hamilton Rosenberg
$13.2K – – –
MSWM
1310
Mowery & Schoenfeld Wealth Management
Illinois
$13.2K +$13.3K +190 New
KTC
1311
Kentucky Trust Company
Kentucky
$12.2K +$12.3K +176 New
AT
1312
Avalon Trust
New Mexico
$12.1K +$12.2K +174 New
CTWM
1313
Cherry Tree Wealth Management
Minnesota
$11.9K – – –
OC
1314
Oakworth Capital
Alabama
$11.9K -$2.24K -32 -16%
BTD
1315
BankPlus Trust Department
Mississippi
$11.9K +$12K +172 New
EIM
1316
Essex Investment Management
Massachusetts
$11.7K – – –
RAM
1317
Riggs Asset Management
Pennsylvania
$11.5K +$5.74K +82 +98%
PIS
1318
POM Investment Strategies
North Carolina
$11.1K +$11.2K +160 New
YAL
1319
Your Advocates Ltd
Texas
$10.4K – – –
VWA
1320
Valued Wealth Advisors
Utah
$10.3K -$2.03K -29 -16%
CWP
1321
Clark Wealth Partners
Illinois
$10.3K +$10.4K +148 New
HC
1322
Hurley Capital
New York
$9.88K +$9.52K +136 New
TWD
1323
True Wealth Design
Ohio
$9.72K +$1.33K +19 +16%
FMP
1324
Financial Management Professionals
Texas
$9.65K +$770 +11 +9%
DRP
1325
Decker Retirement Planning
Utah
$9.58K +$9.66K +138 New
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