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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Westfuller Advisors
New York
$18.5K +$158 +2 +0.9%
CFS
1802
Compass Financial Services
Iowa
$18.3K – – –
CWM
1803
Consultiva Wealth Management
Puerto Rico
$17.6K – – –
FMP
1804
Financial Management Professionals
Texas
$17.4K +$394 +5 +2%
UBP
1805
Union Bancaire Privee
Switzerland
$17K – – –
TIAAOA
1806
Teachers Insurance & Annuity Association of America
New York
$16.9K – – –
APW
1807
Atlantic Private Wealth
North Carolina
$16.7K +$788 +10 +5%
SIS
1808
Strategic Investment Solutions
Illinois
$16.5K – – –
KG
1809
Kilter Group
New York
$16.3K +$2.37K +30 +17%
LWANC
1810
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.3K +$16.2K +205 New
CBT
1811
CoreFirst Bank & Trust
Kansas
$16K -$7.88K -100 -33%
CTWM
1812
Cherry Tree Wealth Management
Minnesota
$16K – – –
APW
1813
Aventura Private Wealth
Florida
$16K +$788 +10 +5%
CA
1814
Centerpoint Advisors
Massachusetts
$16K – – –
MI
1815
Motiv8 Investments
Florida
$16K +$15.8K +200 New
PWMA
1816
Pension & Wealth Management Advisors
Massachusetts
$15.9K – – –
JWM
1817
Jessup Wealth Management
Ohio
$15.9K +$15.8K +200 New
BAM
1818
Bellevue Asset Management
Washington
$15.9K +$3.94K +50 +33%
KBFS
1819
Kohmann Bosshard Financial Services
Ohio
$15.8K +$15.8K +200 New
CPG
1820
Cornerstone Planning Group
New Jersey
$15.5K -$25.5K -323 -61%
PUI
1821
Purpose Unlimited Inc
$15.4K +$15.3K +194 New
HIA
1822
HFM Investment Advisors
New Jersey
$14.5K +$6.07K +77 +73%
RWM
1823
Rialto Wealth Management
New York
$14K +$315 +4 +2%
DFA
1824
DHJJ Financial Advisors
Illinois
$13.8K – – –
HCM
1825
Hollencrest Capital Management
California
$13.5K +$1.58K +20 +13%
71 72
73
74 75