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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1626
JFS Wealth Advisors
Pennsylvania
$9K – – –
RIA
1627
RPG Investment Advisory
California
$9K – – –
SWP
1628
ShoreHaven Wealth Partners
New Jersey
$9K +$8.35K +101 New
SWM
1629
Selective Wealth Management
Virginia
$9K +$8.43K +102 New
SN
1630
Sittner & Nelson
Oregon
$9K +$8.52K +103 New
CIA
1631
CSat Investment Advisory
Michigan
$8K -$363K -4,384 -98%
HF
1632
Halpern Financial
Virginia
$7.7K – – –
SWM
1633
Sugarloaf Wealth Management
Georgia
$7K +$83 +1 +1%
TC
1634
Truvestments Capital
Florida
$7K +$6.86K +83 New
HFA
1635
Hoover Financial Advisors
Pennsylvania
$7K +$7.53K +91 New
BFC
1636
Bedel Financial Consulting
Indiana
$6K – – –
CWA
1637
Carolina Wealth Advisors
South Carolina
$6K – – –
SFPG
1638
Stonebridge Financial Planning Group
Florida
$6K – – –
MFT
1639
Moisand Fitzgerald Tamayo
Florida
$6K +$1.07K +13 +22%
IF
1640
Ironwood Financial
Arizona
$5K – – –
LB
1641
Legacy Bridge
Iowa
$5K – – –
PG
1642
Proffitt & Goodson
Tennessee
$5K – – –
AFG
1643
Albion Financial Group
Utah
$5K +$4.71K +57 New
APWA
1644
Atlas Private Wealth Advisors
New Jersey
$4K – – –
TLFA
1645
True Link Financial Advisors
California
$4K +$3.64K +44 New
HCM
1646
Horrell Capital Management
Arkansas
$3K – – –
MAWCM
1647
Mine & Arao Wealth Creation & Management
California
$3K – – –
PCA
1648
Providence Capital Advisors
North Carolina
$3K – – –
SFO
1649
Standard Family Office
South Dakota
$3K +$2.98K +36 New
TFA
1650
Transamerica Financial Advisors
Florida
$1K -$744 -9 -45%
64 65
66
67 68