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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3901
Strategic Wealth Advisors
Arizona
$33K +$33.5K +220 New
APW
3902
Atlantic Private Wealth
North Carolina
$31.9K +$1.37K +9 +5%
BFS
3903
Bare Financial Services
Pennsylvania
$31.4K -$2.13K -14 -6%
MW
3904
Merited Wealth
Florida
$31.2K +$31.2K +205 New
UFPG
3905
United Financial Planning Group
New York
$30.9K +$14.2K +93 +85%
1L
3906
10Elms LLP
Oklahoma
$30.5K – – –
ACM
3907
Anfield Capital Management
California
$28.4K +$6.7K +44 +31%
PP
3908
Paladin Partners
Wisconsin
$27.9K +$27.9K +183 New
PFO
3909
Pioneer Family Office
Florida
$27.4K +$27.4K +180 New
QA
3910
Quattro Advisors
Pennsylvania
$27.4K +$27.4K +180 New
BCM
3911
Basso Capital Management
Connecticut
$27.3K +$27.3K +179 New
BDPWM
3912
Barnes Dennig Private Wealth Management
Ohio
$26.2K -$14.6K -96 -36%
PJC
3913
Phillip James Consulting
Minnesota
$26K +$23.9K +157 New
CWP
3914
Clark Wealth Partners
Illinois
$25.8K – – –
PCM
3915
Penserra Capital Management
California
$25K -$1.37K -9 -5%
BMC
3916
Bear Mountain Capital
Washington
$24.6K – – –
RWPA
3917
Richard W. Paul & Associates
Michigan
$23.6K +$305 +2 +1%
HAP
3918
Harbor Asset Planning
Massachusetts
$23.5K – – –
ACM
3919
Accent Capital Management
Ohio
$21.5K – – –
EF
3920
Entrust Financial
Pennsylvania
$21.2K +$21.2K +139 New
FG
3921
Fairman Group
Pennsylvania
$21.2K – – –
KG
3922
Kilter Group
New York
$21K -$9.44K -62 -31%
JAM
3923
JCIC Asset Management
Ontario, Canada
$20.9K – – –
RWA
3924
Redmont Wealth Advisors
Illinois
$19.7K – – –
MHIP
3925
Mountain Hill Investment Partners
New Jersey
$19.2K – – –
155 156
157
158 159