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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1001
Capital Analysts LLC
Pennsylvania
$13K -$15.1K -211 -54%
WQ
1002
Wealth Quarterback
New Jersey
$13K -$7.17K -100 -35%
POIA
1003
Pin Oak Investment Advisors
Texas
$13K – – –
LWM
1004
Liberty Wealth Management
California
$13K +$1.94K +27 +17%
AWA
1005
Arkadios Wealth Advisors
Georgia
$12K -$18.1K -252 -59%
HFM
1006
Hartford Financial Management
Connecticut
$12K – – –
DWP
1007
Destiny Wealth Partners
Florida
$12K +$12.4K +173 New
RFA
1008
Reilly Financial Advisors
California
$11K -$2.87K -40 -20%
BAM
1009
Baldrige Asset Management
Pennsylvania
$11K – – –
JFA
1010
JNBA Financial Advisors
Minnesota
$11K – – –
TF
1011
TimeScale Financial
Massachusetts
$11K – – –
ETC
1012
Exchange Traded Concepts
Oklahoma
$10K -$746K -10,410 -99%
CFO
1013
CVA Family Office
Colorado
$10K -$73.5K -1,026 -84%
CCA
1014
Column Capital Advisors
Indiana
$10K – – –
DAM
1015
Delta Asset Management
Tennessee
$10K – – –
CBT
1016
Central Bank & Trust
Kentucky
$9K – – –
FBT
1017
First Bank & Trust
South Dakota
$9K – – –
RA
1018
Resolute Advisors
California
$9K – – –
BWM
1019
BerganKDV Wealth Management
Minnesota
$9K +$72 +1 +0.8%
PGAM
1020
Princeton Global Asset Management
New Jersey
$8K -$16.3K -228 -66%
EI
1021
Ellevest Inc
New York
$8K -$2.58K -36 -23%
AW
1022
Alaethes Wealth
Nevada
$8K – – –
HWMA
1023
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
HWM
1024
HighMark Wealth Management
Minnesota
$8K – – –
FPS
1025
Fieldpoint Private Securities
Connecticut
$8K +$1.58K +22 +23%
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