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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2201
Red Tortoise LLC
Georgia
$12K – – –
SCA
2202
Stuart Chaussee & Associates
California
$12K – – –
CCA
2203
Criterion Capital Advisors
Tennessee
$11.7K – – –
BAM
2204
Bellevue Asset Management
Washington
$11.2K +$110 +1 +1%
KWAG
2205
Kiely Wealth Advisory Group
North Carolina
$11.1K – – –
CJH
2206
Christopher J. Hasenberg
Wisconsin
$11.1K +$11K +100 New
HWM
2207
HighMark Wealth Management
Minnesota
$11.1K +$769 +7 +7%
MWA
2208
MFA Wealth Advisors
Pennsylvania
$10.5K -$33.5K -305 -75%
BBPWM
2209
Blue Bell Private Wealth Management
Pennsylvania
$10.5K -$439 -4 -4%
FFL
2210
Financial Freedom LLC
Ohio
$10.5K – – –
LWA
2211
Lowe Wealth Advisors
Maryland
$10.5K – – –
GCM
2212
Gables Capital Management
Florida
$10K – – –
PCM
2213
Penserra Capital Management
California
$10K -$29.4M -267,809 -100%
PG
2214
Proffitt & Goodson
Tennessee
$9.9K – – –
ATC
2215
Advantage Trust Company
Kansas
$9.79K – – –
MCA
2216
Maryland Capital Advisors
Maryland
$9.69K – – –
DPW
2217
DiNuzzo Private Wealth
Pennsylvania
$9.37K +$330 +3 +3%
HI
2218
Hoey Investments
Pennsylvania
$9.27K – – –
AP
2219
Aspect Partners
Virginia
$9.16K – – –
NIC
2220
Northwest Investment Counselors
Oregon
$8.95K +$9.34K +85 New
CWA
2221
Carolina Wealth Advisors
South Carolina
$8.53K +$8.9K +81 New
RFS
2222
Richardson Financial Services
Massachusetts
$8.52K +$659 +6 +9%
MBFW
2223
Morton Brown Family Wealth
Pennsylvania
$8.21K – – –
NFA
2224
Northwest Financial Advisors
Virginia
$8.14K +$8.46K +77 New
EWP
2225
Elevation Wealth Partners
California
$7.9K – – –
87 88
89
90 91