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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1026
Cape Investment Advisory
Georgia
$1.5K +$1.61K +9 New
CWP
1027
Clark Wealth Partners
Illinois
$1.37K +$1.26K +7 New
HWP
1028
Highline Wealth Partners
California
$1.35K – – –
AGWCA
1029
Annis Gardner Whiting Capital Advisors
Florida
$1.33K -$897 -5 -38%
DI
1030
DAGCO Inc
Ohio
$1.33K – – –
SIC
1031
SJS Investment Consulting
Ohio
$1.33K – – –
TIM
1032
Tortoise Investment Management
New York
$1.33K +$359 +2 +33%
AT
1033
Avalon Trust
New Mexico
$1.33K +$1.44K +8 New
MAM
1034
Marquette Asset Management
Minnesota
$1.33K +$1.44K +8 New
DWM
1035
Dogwood Wealth Management
Kansas
$1.17K -$359 -2 -22%
PWMG
1036
Private Wealth Management Group
New Jersey
$1.17K -$179 -1 -13%
QWM
1037
Quaker Wealth Management
New Jersey
$1.17K – – –
BFS
1038
Bare Financial Services
Pennsylvania
$1.17K +$538 +3 +75%
VWA
1039
Valued Wealth Advisors
Utah
$1.01K – – –
RS
1040
Rakuten Securities
Japan
$1K -$2.87K -16 -73%
TCB
1041
Texas Capital Bancshares
Texas
$1K +$1.08K +6 New
KG
1042
Kilter Group
New York
$835 +$538 +3 +150%
HIA
1043
HFM Investment Advisors
New Jersey
$834 -$179 -1 -17%
NL
1044
NVWM LLC
Pennsylvania
$834 – – –
AWM
1045
Activest Wealth Management
Florida
$792 +$359 +2 +67%
FC
1046
Financial Consulate
Maryland
$501 +$538 +3 New
SA
1047
Seneschal Advisors
Washington
$501 +$538 +3 New
EWM
1048
Evolution Wealth Management
Florida
$500 -$5.03K -28 -90%
RPA
1049
Redwood Park Advisors
California
$334 – – –
RJA
1050
Ross\Johnson & Associates
Minnesota
$334 – – –
40 41
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