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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1026
Washington Trust
Rhode Island
$7K +$12.4K +1,650 New
BCWM
1027
Bartlett & Co Wealth Management
Ohio
$6.91K +$6.75K +900 +170%
PCFFS
1028
Pacific Center for Financial Services
California
$6K -$375K -49,978 -97%
AWM
1029
Atticus Wealth Management
Florida
$6K -$2.8K -374 -23%
CWA
1030
Carolina Wealth Advisors
South Carolina
$6K – – –
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
VCM
1032
Vigilant Capital Management
Maine
$6K – – –
WLPWM
1033
Walled Lake Planning & Wealth Management
Illinois
$6K – – –
BDWM
1034
Brewin Dolphin Wealth Management
Ireland
$5.06K – – –
HFM
1035
Hartford Financial Management
Connecticut
$5K -$8.99K -1,200 -55%
AA
1036
AlphaMark Advisors
Kentucky
$5K -$2.25K -300 -23%
CIAS
1037
CBIZ Investment Advisory Services
Ohio
$5K – – –
HWM
1038
Holloway Wealth Management
Florida
$5K – – –
HCM
1039
Horrell Capital Management
Arkansas
$5K – – –
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
PAI
1041
Pittenger & Anderson Inc
Nebraska
$5K – – –
RWA
1042
Ropes Wealth Advisors
Massachusetts
$5K – – –
HWM
1043
HighMark Wealth Management
Minnesota
$5K +$165 +22 +2%
CAL
1044
Capital Analysts LLC
Pennsylvania
$5K +$1.94K +259 +30%
EWM
1045
Endurance Wealth Management
Rhode Island
$5K +$7.5K +1,000 New
II
1046
Inspire Investing
Idaho
$5K +$7.92K +1,056 New
OAJ
1047
Ogorek Anthony Joseph
New York
$4K -$82 -11 -1%
LFG
1048
LifePlan Financial Group
Ohio
$4K – – –
PP
1049
Pacifica Partners
Canada
$4K – – –
DAM
1050
Delta Asset Management
Tennessee
$4K +$3.6K +481 +138%
40 41
42
43 44