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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1201
Endurance Wealth Management
Rhode Island
$12K – – –
HCM
1202
Horrell Capital Management
Arkansas
$12K – – –
PO
1203
Private Ocean
California
$12K – – –
BWL
1204
Bogart Wealth LLC
Virginia
$12K +$11.4K +1,000 New
OCM
1205
Orion Capital Management
California
$12K +$11.4K +1,000 New
PSB
1206
Piscataqua Savings Bank
New Hampshire
$12K +$11.4K +1,000 New
SIAP
1207
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$11.4K +1,000 New
SSC
1208
Syverson Strege & Co
Iowa
$11K – – –
IHWM
1209
Iron Horse Wealth Management
Iowa
$11K +$6.25K +546 +159%
PB
1210
Pinnacle Bancorp
Nebraska
$10K -$36.3K -3,176 -80%
EI
1211
Ellevest Inc
New York
$10K -$286 -25 -3%
LF
1212
Lee Financial
Texas
$10K +$2.29K +200 +31%
CWAF
1213
Core Wealth Advisors (Florida)
Florida
$10K +$2.86K +250 +46%
AIA
1214
Arcadia Investment Advisors
Idaho
$9.8K – – –
CAGAS
1215
Capital Advisory Group Advisory Services
Minnesota
$9K -$1.14K -100 -12%
JWBC
1216
John W. Brooker & Co
California
$9K – – –
CWA
1217
Clearview Wealth Advisors
Oregon
$8K – – –
FPB
1218
First PREMIER Bank
South Dakota
$8K – – –
WT
1219
Washington Trust
Rhode Island
$8K +$1.99K +174 +35%
RA
1220
Resolute Advisors
California
$8K +$10.5K +917 New
BCM
1221
Blume Capital Management
California
$7K -$22.9K -2,000 -77%
BAM
1222
Bellevue Asset Management
Washington
$7K – – –
CPWM
1223
Cypress Point Wealth Management
Texas
$7K – – –
PFSC
1224
Peoples Financial Services Corp
Pennsylvania
$7K – – –
SJIM
1225
St. Johns Investment Management
Florida
$7K – – –
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