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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1501
Cedar Mountain Advisors
Oregon
$7K -$10.9K -60 -57%
TWP
1502
TFO Wealth Partners
Ohio
$7K -$7.28K -40 -44%
LWA
1503
Lowe Wealth Advisors
Maryland
$7K – – –
HC
1504
Hoese & Co
Minnesota
$7K +$8.37K +46 New
RCC
1505
Red Cedar Capital
Nebraska
$7K +$8.73K +48 New
APC
1506
Aspire Private Capital
North Carolina
$6K – – –
RBC
1507
Roble Belko & Company
Pennsylvania
$6K – – –
TJHA
1508
Thomas J. Herzfeld Advisors
Florida
$6K – – –
EFSCE
1509
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$128K -703 -95%
RWM
1510
Raffa Wealth Management
District of Columbia
$4.59K – – –
GTAM
1511
Global Trust Asset Management
Florida
$4K -$218K -1,198 -98%
MSFP
1512
Mark Sheptoff Financial Planning
Connecticut
$4K -$54.6K -300 -92%
BCPWM
1513
Bradley & Co Private Wealth Management
Florida
$4K – – –
CWA
1514
Carolina Wealth Advisors
South Carolina
$4K – – –
CI
1515
CX Institutional
Indiana
$4K – – –
CCMW
1516
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
FCMT
1517
Founders Capital Management (Texas)
Texas
$4K – – –
NSB
1518
Norway Savings Bank
Maine
$4K – – –
PWA
1519
Phoenix Wealth Advisors
North Carolina
$4K – – –
IBOK
1520
Independence Bank of Kentucky
Kentucky
$4K +$4.55K +25 New
RDFA
1521
Ritter Daniher Financial Advisory
Ohio
$3K -$54.6K -300 -94%
PK
1522
Pflug Koory
Nebraska
$3K -$10.4K -57 -77%
CYG
1523
Clean Yield Group
Vermont
$3K – – –
MAM
1524
McCarthy Asset Management
California
$3K +$1.82K +10 +100%
M
1525
MOTCO
Texas
$2K -$208K -1,144 -99%
59 60
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62 63