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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$15K – – –
CWA
1002
Clearview Wealth Advisors
Oregon
$15K – – –
HCM
1003
Hollencrest Capital Management
California
$15K – – –
OPTFSNA
1004
Old Point Trust & Financial Services N A
Virginia
$15K +$15.3K +6 New
SC
1005
Solstein Capital
California
$15K +$15.3K +6 New
GIA
1006
GHP Investment Advisors
Colorado
$14.9K – – –
CT
1007
Colonial Trust
South Carolina
$12.5K -$2.55K -1 -17%
BWL
1008
Bogart Wealth LLC
Virginia
$12.5K – – –
EBA
1009
Eagle Bay Advisors
New York
$12.5K – – –
TCA
1010
Trifecta Capital Advisors
Illinois
$12.5K – – –
CIA
1011
Cape Investment Advisory
Georgia
$12.5K +$5.1K +2 +67%
CTWM
1012
Cherry Tree Wealth Management
Minnesota
$12.5K +$12.8K +5 New
JFGIW
1013
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.5K +$12.8K +5 New
SVCP
1014
Silicon Valley Capital Partners
California
$12.5K +$12.8K +5 New
BWM
1015
Baystate Wealth Management
Massachusetts
$9.97K – – –
HS
1016
Horan Securities
United States
$9.97K – – –
CHA
1017
Carmichael Hill & Associates
Maryland
$7.48K – – –
CCA
1018
Column Capital Advisors
Indiana
$7.48K – – –
M
1019
MOTCO
Texas
$7.48K – – –
RWM
1020
Raffa Wealth Management
District of Columbia
$7.48K – – –
RTL
1021
Red Tortoise LLC
Georgia
$7.48K – – –
SCA
1022
Stonebridge Capital Advisors
Minnesota
$7.48K – – –
CAL
1023
Capital Advisors Ltd
Ohio
$5K -$2.55K -1 -33%
BG
1024
Bollard Group
Massachusetts
$5K +$5.1K +2 New
AWM
1025
Abound Wealth Management
Tennessee
$4.99K – – –
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