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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
601
Atlantic Edge Private Wealth Management
Florida
$11.4K +$5.81K +100 +100%
AA
602
AlphaMark Advisors
Kentucky
$11K – – –
CB
603
Chris Bulman
California
$10.3K +$10.5K +181 New
OCM
604
Orion Capital Management
California
$10.3K – – –
TWD
605
True Wealth Design
Ohio
$10.2K +$2.15K +37 +26%
AW
606
Avion Wealth
Texas
$10K – – –
MSG
607
Main Street Group
Virginia
$9.46K -$6.8K -117 -42%
BIM
608
Breakwater Investment Management
Washington
$9.13K – – –
CFD
609
Creative Financial Designs
Indiana
$8.99K -$21.7K -373 -70%
IGWM
610
ICA Group Wealth Management
Colorado
$8.94K – – –
LI
611
LRI Investments
Florida
$8.28K +$8.43K +145 New
OPTFSNA
612
Old Point Trust & Financial Services N A
Virginia
$8.16K – – –
WTA
613
Washington Trust Advisors
Massachusetts
$8.16K – – –
GLR
614
Great Lakes Retirement
Ohio
$7.94K +$8.08K +139 New
RWA
615
Redmont Wealth Advisors
Illinois
$7.71K – – –
WT
616
Washington Trust
Rhode Island
$7.59K – – –
AT
617
Arlington Trust
Alabama
$7.42K – – –
BHWM
618
Beaird Harris Wealth Management
Texas
$7.14K +$5.81K +100 +400%
WWP
619
WR Wealth Planners
Missouri
$7.14K – – –
TFF
620
The Family Firm
Maryland
$6.24K +$6.33K +109 New
CSC
621
Caldwell Sutter Capital
California
$5.99K +$1.16K +20 +24%
SRCM
622
Signature Resources Capital Management
California
$5.82K – – –
FCMT
623
Founders Capital Management (Texas)
Texas
$5.77K – – –
HI
624
Hoey Investments
Pennsylvania
$5.71K -$63.9K -1,100 -92%
RS
625
Rakuten Securities
Japan
$5.71K -$3.89K -67 -40%
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