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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3001
Delos Wealth Advisors
Texas
$4.47K – – –
BMC
3002
Bear Mountain Capital
Washington
$4.37K -$22K -204 -82%
CMANY
3003
Capital Management Associates (New York)
New York
$4.07K – – –
NOI
3004
Newton One Investments
Delaware
$3.79K – – –
CMBA
3005
C.M. Bidwell & Associates
Hawaii
$3.77K -$256K -2,377 -98%
NC
3006
NewSquare Capital
Pennsylvania
$3.5K -$5.49K -51 -59%
CJH
3007
Christopher J. Hasenberg
Wisconsin
$3.38K – – –
CI
3008
Cordant Inc
Oregon
$3.19K – – –
CPG
3009
Custom Portfolio Group
Colorado
$3.08K – – –
CAM
3010
Creekmur Asset Management
Illinois
$2.68K -$431 -4 -13%
GWSA
3011
Global Wealth Strategies & Associates
Colorado
$2.48K – – –
RWPA
3012
Richard W. Paul & Associates
Michigan
$2.48K – – –
APM
3013
a16z Perennial Management
California
$2.18K – – –
HC
3014
Hoese & Co
Minnesota
$2.08K +$2.15K +20 New
BEI
3015
Benjamin Edwards Inc
Missouri
$2K – – –
WA
3016
WestEnd Advisors
North Carolina
$1.99K -$108 -1 -5%
EAM
3017
Eukles Asset Management
Ohio
$1.99K – – –
CAM
3018
ClariVest Asset Management
California
$1.74K – – –
MWA
3019
MFA Wealth Advisors
Pennsylvania
$1.39K +$1.51K +14 New
HF
3020
Halpern Financial
Virginia
$1.29K -$215 -2 -13%
DMIC
3021
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.09K -$15K -139 -93%
TFA
3022
Transamerica Financial Advisors
Florida
$1K – – –
CWM
3023
Cedar Wealth Management
California
$993 – – –
CC
3024
Cultivar Capital
Texas
$990 +$1.08K +10 New
EPW
3025
Evergreen Private Wealth
Colorado
$397 – – –
119 120
121
122 123