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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
2401
Seven Springs Wealth Group
Tennessee
$18K – – –
FP
2402
Fiduciary Planning
Florida
$18K +$20.1K +461 New
CPW
2403
Catalyst Private Wealth
California
$17K +$19.3K +443 New
JWBC
2404
John W. Brooker & Co
California
$16K – – –
BWP
2405
Baldwin Wealth Partners
Massachusetts
$16K +$17.4K +400 New
HS
2406
Horan Securities
United States
$13K -$12.2K -281 -45%
BCM
2407
Bourgeon Capital Management
Connecticut
$12K -$18.1K -416 -58%
ST
2408
Sageworth Trust
Pennsylvania
$12K -$1.22K -28 -9%
IFA
2409
Interactive Financial Advisors
Illinois
$12K – – –
PW
2410
Price Wealth
Texas
$10K -$6.01K -138 -36%
BC
2411
Belmont Capital
California
$10K – – –
PFA
2412
Professional Financial Advisors
Nebraska
$10K +$11.6K +266 New
TJHA
2413
Thomas J. Herzfeld Advisors
Florida
$9K – – –
LWA
2414
Lowe Wealth Advisors
Maryland
$8K – – –
WAS
2415
Winch Advisory Services
Wisconsin
$8K – – –
LGWM
2416
Litman Gregory Wealth Management
California
$7K +$4.58K +105 +135%
FEG
2417
Financial Enhancement Group
Indiana
$6K – – –
SGAM
2418
Smith Group Asset Management
Texas
$6K – – –
AWA
2419
Artemis Wealth Advisors
New York
$5.71K +$6.32K +145 New
OAJ
2420
Ogorek Anthony Joseph
New York
$5K -$16.3K -375 -72%
NCM
2421
New Capital Management
Texas
$5K – – –
TVWM
2422
Tower View Wealth Management
Wisconsin
$5K – – –
RWG
2423
Regal Wealth Group
California
$5K +$44 +1 +0.8%
HCM
2424
Horrell Capital Management
Arkansas
$4K -$13K -299 -75%
DTIM
2425
Danda Trouve Investment Management
Kansas
$4K -$10.9K -250 -71%
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