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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1501
MV Capital Management
Maryland
$8K – – –
CMA
1502
Cedar Mountain Advisors
Oregon
$7K -$10.9K -60 -57%
TWP
1503
TFO Wealth Partners
Ohio
$7K -$7.28K -40 -44%
LWA
1504
Lowe Wealth Advisors
Maryland
$7K – – –
HC
1505
Hoese & Co
Minnesota
$7K +$8.37K +46 New
RCC
1506
Red Cedar Capital
Nebraska
$7K +$8.73K +48 New
APC
1507
Aspire Private Capital
North Carolina
$6K – – –
RBC
1508
Roble Belko & Company
Pennsylvania
$6K – – –
TJHA
1509
Thomas J. Herzfeld Advisors
Florida
$6K – – –
EFSCE
1510
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$128K -703 -95%
RWM
1511
Raffa Wealth Management
District of Columbia
$4.59K – – –
GTAM
1512
Global Trust Asset Management
Florida
$4K -$218K -1,198 -98%
MSFP
1513
Mark Sheptoff Financial Planning
Connecticut
$4K -$54.6K -300 -92%
BCPWM
1514
Bradley & Co Private Wealth Management
Florida
$4K – – –
CWA
1515
Carolina Wealth Advisors
South Carolina
$4K – – –
CI
1516
CX Institutional
Indiana
$4K – – –
CCMW
1517
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
FCMT
1518
Founders Capital Management (Texas)
Texas
$4K – – –
NSB
1519
Norway Savings Bank
Maine
$4K – – –
PWA
1520
Phoenix Wealth Advisors
North Carolina
$4K – – –
IBOK
1521
Independence Bank of Kentucky
Kentucky
$4K +$4.55K +25 New
RDFA
1522
Ritter Daniher Financial Advisory
Ohio
$3K -$54.6K -300 -94%
PK
1523
Pflug Koory
Nebraska
$3K -$10.4K -57 -77%
CYG
1524
Clean Yield Group
Vermont
$3K – – –
MAM
1525
McCarthy Asset Management
California
$3K +$1.82K +10 +100%
59 60
61
62 63