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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1301
Bellwether Advisors
Nebraska
$10K – – –
CA
1302
Centerpoint Advisors
Massachusetts
$10K – – –
TCWA
1303
Ten Capital Wealth Advisors
Washington
$10K – – –
TIM
1304
Tortoise Investment Management
New York
$10K – – –
MFA
1305
McClarren Financial Advisors
Pennsylvania
$10K +$120 +2 +1%
RWG
1306
Regal Wealth Group
California
$10K +$120 +2 +1%
NIC
1307
Northwest Investment Counselors
Oregon
$10K +$8.92K +149 New
WCM
1308
Wealthcare Capital Management
Virginia
$10K +$9.7K +162 New
BWP
1309
Baldwin Wealth Partners
Massachusetts
$9K -$6.64K -111 -43%
CCA
1310
Column Capital Advisors
Indiana
$9K – – –
DTIM
1311
Danda Trouve Investment Management
Kansas
$9K – – –
DWP
1312
Destiny Wealth Partners
Florida
$9K +$3.53K +59 +69%
SMG
1313
Spectrum Management Group
Indiana
$8K – – –
LF
1314
Lee Financial
Texas
$8K +$2.51K +42 +49%
PSIWM
1315
Paradigm Strategies in Wealth Management
Minnesota
$8K +$7.66K +128 New
APWA
1316
Atlas Private Wealth Advisors
New Jersey
$7K – – –
SC
1317
Sierra Capital
Florida
$7K +$6.22K +104 New
CAL
1318
Capital Advisors Ltd
Ohio
$6K – – –
HCM
1319
Highlander Capital Management
New Jersey
$6K – – –
MWM
1320
Mascoma Wealth Management
New Hampshire
$6K +$5.98K +100 New
MF
1321
Manchester Financial
California
$5K -$21.9K -366 -81%
MS
1322
Mizuho Securities
Japan
$5K -$419 -7 -8%
AFS
1323
Annapolis Financial Services
Maryland
$5K – – –
EWA
1324
Evolution Wealth Advisors
Florida
$5K – – –
HI
1325
Human Investing
Oregon
$5K – – –
51 52
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