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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2101
Parkworth Wealth Management
California
$17.7K +$15.7K +100 New
RJA
2102
Ross\Johnson & Associates
Minnesota
$17.7K +$15.7K +100 New
TCPG
2103
Trivant Custom Portfolio Group
California
$17.7K +$15.7K +100 New
CSWM
2104
Cassady Schiller Wealth Management
Ohio
$17K +$14.8K +94 +4,700%
BC
2105
Broadwater Capital
Massachusetts
$16.8K – – –
MSWM
2106
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K +$13.8K +88 +1,467%
VWA
2107
VSM Wealth Advisory
Maryland
$15.9K +$14.1K +90 New
PWMA
2108
Pension & Wealth Management Advisors
Massachusetts
$15.6K +$13.3K +85 +2,833%
MEG
2109
Millstone Evans Group
Colorado
$14.2K +$12.6K +80 New
FS
2110
Financially Speaking
Colorado
$13.6K +$12.1K +77 New
SIM
2111
Studio Investment Management
Illinois
$13.3K +$3.92K +25 +50%
PCM
2112
Palouse Capital Management
Washington
$13.3K +$11.8K +75 New
PFG
2113
Putney Financial Group
California
$13.3K +$11.8K +75 New
AT
2114
Avalon Trust
New Mexico
$12.9K +$5.81K +37 +103%
PFT
2115
Providence First Trust
Arizona
$12.4K +$11K +70 New
IWM
2116
IMG Wealth Management
Florida
$12.2K +$10.8K +69 New
WA
2117
WPG Advisers
Maryland
$12.2K +$10.8K +69 New
CAM
2118
Chesapeake Asset Management
New York
$10.6K +$1.57K +10 +20%
MBFW
2119
Morton Brown Family Wealth
Pennsylvania
$10.6K +$9.42K +60 New
SIM
2120
Synergy Investment Management
Florida
$10.4K +$9.26K +59 New
PP
2121
PrairieView Partners
Minnesota
$10K – – –
LFA
2122
Legend Financial Advisors
Pennsylvania
$9.56K – – –
BCM
2123
Blume Capital Management
California
$8.85K -$3.14K -20 -29%
PWS
2124
Peterson Wealth Services
Utah
$8.85K – – –
TLA
2125
Tanglewood Legacy Advisors
Texas
$8.85K – – –
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