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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1001
Citizens National Bank Trust Department
Mississippi
$8.72K – – –
SO
1002
Sierra Ocean
California
$8.52K +$8.65K +288 New
MA
1003
Modus Advisors
Minnesota
$8.19K +$8.32K +277 New
HNW
1004
High Note Wealth
Minnesota
$8.1K +$8.23K +274 New
MCM
1005
MidAtlantic Capital Management
Virginia
$8.04K – – –
PPC
1006
Park Place Capital
Alabama
$7.63K – – –
VWA
1007
Valued Wealth Advisors
Utah
$7.6K -$30 -1 -0.4%
CYG
1008
Clean Yield Group
Vermont
$7.39K – – –
Q1WB
1009
Quest 10 Wealth Builders
Virginia
$7.3K +$7.42K +247 New
RS
1010
Rakuten Securities
Japan
$7.15K +$841 +28 +13%
GIM
1011
Gold Investment Management
Alberta, Canada
$6.92K +$60 +2 +0.9%
PWMG
1012
Prestige Wealth Management Group
New Jersey
$6.68K – – –
GEA
1013
Glen Eagle Advisors
New Jersey
$6.67K -$5.89K -196 -46%
MMCM
1014
Murphy & Mullick Capital Management
New York
$6.3K +$6.4K +213 New
IWM
1015
IMG Wealth Management
Florida
$6.27K +$6.37K +212 New
NC
1016
NewSquare Capital
Pennsylvania
$6.06K +$6.16K +205 New
S
1017
Sachetta
Massachusetts
$5.91K -$9.01K -300 -60%
CSWM
1018
Cassady Schiller Wealth Management
Ohio
$5.91K – – –
BA
1019
Bellwether Advisors
Nebraska
$5.91K +$6.01K +200 New
LC
1020
Lavaca Capital
Texas
$5.91K +$6.01K +200 New
MTIC
1021
Missouri Trust & Investment Company
Missouri
$5.91K +$6.01K +200 New
VHAM
1022
Van Hulzen Asset Management
California
$5.91K +$6.01K +200 New
OLVIG
1023
Oliver Lagore Vanvalin Investment Group
Michigan
$5.82K +$2.07K +69 +54%
CPG
1024
Cornerstone Planning Group
New Jersey
$5.57K +$3.85K +128 +261%
WB
1025
Webster Bank
Connecticut
$5.32K -$21.7K -721 -80%
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