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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1226
Capital Advisors Ltd
Ohio
$19K – – –
CTWM
1227
Cherry Tree Wealth Management
Minnesota
$18.6K -$11.1K -3 -38%
AFG
1228
Albion Financial Group
Utah
$18.6K – – –
API
1229
Asset Planning Inc
California
$18.6K – – –
BONH
1230
Bank of New Hampshire
New Hampshire
$18.6K – – –
BWL
1231
Bogart Wealth LLC
Virginia
$18.6K – – –
LAM
1232
Lummis Asset Management
Texas
$18.6K – – –
PSFG
1233
Park Square Financial Group
Georgia
$18.6K – – –
AF
1234
Alerus Financial
North Dakota
$18.6K +$18.4K +5 New
EP
1235
Essential Partners
California
$18.6K +$18.4K +5 New
SWP
1236
Strategic Wealth Partners
Ohio
$18.6K +$18.4K +5 New
TPWA
1237
Twin Peaks Wealth Advisors
California
$17.4K +$14.7K +4 New
DF
1238
Dunhill Financial
United Kingdom
$16.2K – – –
SFA
1239
Semmax Financial Advisors
North Carolina
$16.1K – – –
ADL
1240
Asset Dedication LLC
California
$14.8K – – –
BIA
1241
Bell Investment Advisors
California
$14.8K – – –
TFM
1242
TFC Financial Management
Massachusetts
$14.8K – – –
UCB
1243
United Community Bank
South Carolina
$14.8K – – –
CCM
1244
Chilton Capital Management
Texas
$14.8K +$14.7K +4 New
HFS
1245
Hughes Financial Services
Virginia
$12.2K – – –
AWM
1246
Activest Wealth Management
Florida
$11.1K -$3.69K -1 -25%
DIP
1247
DT Investment Partners
Pennsylvania
$11.1K – – –
EWP
1248
Elevation Wealth Partners
California
$11.1K – – –
FFA
1249
Frazier Financial Advisors
Ohio
$11.1K – – –
MWM
1250
MorganRosel Wealth Management
Colorado
$11.1K – – –
48 49
50
51 52