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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1101
Castleview Partners
Texas
$4.84K – – –
SC
1102
SouthState Corp
Florida
$4.41K – – –
TIM
1103
Tortoise Investment Management
New York
$4.41K – – –
HFM
1104
Hartford Financial Management
Connecticut
$4.23K – – –
RWM
1105
Raffa Wealth Management
District of Columbia
$4.23K – – –
CPG
1106
Cornerstone Planning Group
New Jersey
$4.08K +$2.76K +35 New
BFPW
1107
BOK Financial Private Wealth
Colorado
$4.05K – – –
TAIM
1108
TD Ameritrade Investment Management
Nebraska
$4K -$3.63K -46 -51%
RBC
1109
Roble Belko & Company
Pennsylvania
$4K – – –
VCM
1110
Vigilant Capital Management
Maine
$4K – – –
FWA
1111
Freedom Wealth Alliance
Wisconsin
$3.96K +$3.55K +45 New
CFO
1112
CVA Family Office
Colorado
$3.7K +$3.31K +42 New
MCM
1113
MV Capital Management
Maryland
$3.61K – – –
ME
1114
McIlrath & Eck
Washington
$3.26K -$6.31K -80 -68%
CT
1115
Cambridge Trust
Massachusetts
$3K -$10.3K -131 -81%
BC
1116
Bartlett & Co
Ohio
$3K – – –
CWA
1117
Carolina Wealth Advisors
South Carolina
$3K – – –
FRA
1118
Front Row Advisors
California
$3K – – –
VNA
1119
Valley National Advisers
Pennsylvania
$3K – – –
FCG
1120
Financial Connections Group
California
$3K +$3.15K +40 New
FCA
1121
Fortis Capital Advisors
Kansas
$2.91K +$2.6K +33 New
ACM
1122
AlphaStar Capital Management
North Carolina
$2.84K +$34.3K +435 +1%
BCWM
1123
Bartlett & Co Wealth Management
Ohio
$2.64K – – –
WWP
1124
WR Wealth Planners
Missouri
$2.64K – – –
DAM
1125
Delta Asset Management
Tennessee
$2.64K +$2.37K +30 New
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