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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Stephens Consulting
Michigan
$11.4K – – –
AEPWM
602
Atlantic Edge Private Wealth Management
Florida
$11.4K +$5.81K +100 +100%
AA
603
AlphaMark Advisors
Kentucky
$11K – – –
CB
604
Chris Bulman
California
$10.3K +$10.5K +181 New
OCM
605
Orion Capital Management
California
$10.3K – – –
TWD
606
True Wealth Design
Ohio
$10.2K +$2.15K +37 +26%
AW
607
Avion Wealth
Texas
$10K – – –
MSG
608
Main Street Group
Virginia
$9.46K -$6.8K -117 -42%
BIM
609
Breakwater Investment Management
Washington
$9.13K – – –
CFD
610
Creative Financial Designs
Indiana
$8.99K -$21.7K -373 -70%
IGWM
611
ICA Group Wealth Management
Colorado
$8.94K – – –
LI
612
LRI Investments
Florida
$8.28K +$8.43K +145 New
OPTFSNA
613
Old Point Trust & Financial Services N A
Virginia
$8.16K – – –
WTA
614
Washington Trust Advisors
Massachusetts
$8.16K – – –
GLR
615
Great Lakes Retirement
Ohio
$7.94K +$8.08K +139 New
RWA
616
Redmont Wealth Advisors
Illinois
$7.71K – – –
WT
617
Washington Trust
Rhode Island
$7.59K – – –
AT
618
Arlington Trust
Alabama
$7.42K – – –
BHWM
619
Beaird Harris Wealth Management
Texas
$7.14K +$5.81K +100 +400%
WWP
620
WR Wealth Planners
Missouri
$7.14K – – –
TFF
621
The Family Firm
Maryland
$6.24K +$6.33K +109 New
CSC
622
Caldwell Sutter Capital
California
$5.99K +$1.16K +20 +24%
SRCM
623
Signature Resources Capital Management
California
$5.82K – – –
FCMT
624
Founders Capital Management (Texas)
Texas
$5.77K – – –
HI
625
Hoey Investments
Pennsylvania
$5.71K -$63.9K -1,100 -92%
23 24
25
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