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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1101
Cherry Tree Wealth Management
Minnesota
$15.8K – – –
TFM
1102
TFC Financial Management
Massachusetts
$15.8K – – –
TCA
1103
Trifecta Capital Advisors
Illinois
$15.8K – – –
TCM
1104
Tradewinds Capital Management
Washington
$15.8K +$14.3K +5 New
BWL
1105
Bogart Wealth LLC
Virginia
$15.8K – – –
CIA
1106
Cape Investment Advisory
Georgia
$15.8K – – –
LAM
1107
Lummis Asset Management
Texas
$15.8K – – –
SA
1108
Scarborough Advisors
Maryland
$15.8K – – –
SVCP
1109
Silicon Valley Capital Partners
California
$15.8K – – –
ADL
1110
Asset Dedication LLC
California
$13K – – –
CWC
1111
Carolinas Wealth Consulting
North Carolina
$12.6K – – –
CTC
1112
Cetera Trust Company
Minnesota
$12.6K – – –
FFO
1113
Fortitude Family Office
Arizona
$12.6K – – –
NMM
1114
Naples Money Management
Florida
$12.6K – – –
EWP
1115
Elevation Wealth Partners
California
$12.6K +$11.4K +4 New
LI
1116
LRI Investments
Florida
$12.6K +$11.4K +4 New
SFA
1117
Semmax Financial Advisors
North Carolina
$11.8K – – –
FWM
1118
FSA Wealth Management
Massachusetts
$9.46K -$5.72K -2 -40%
RFS
1119
Richardson Financial Services
Massachusetts
$9.46K -$2.86K -1 -25%
CHA
1120
Carmichael Hill & Associates
Maryland
$9.46K – – –
FFA
1121
Frazier Financial Advisors
Ohio
$9.46K – – –
RWM
1122
Raffa Wealth Management
District of Columbia
$9.46K – – –
RTL
1123
Red Tortoise LLC
Georgia
$9.46K – – –
OCM
1124
Osterweis Capital Management
California
$9.46K +$8.57K +3 New
CAL
1125
Capital Advisors Ltd
Ohio
$9K +$2.86K +1 +50%
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