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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2701
Greenwood Capital Associates
South Carolina
$31K -$8.59M -141,292 -100%
PG
2702
Proffitt & Goodson
Tennessee
$30K – – –
WAM
2703
WFA Asset Management
Wisconsin
$29K – – –
CWM
2704
Curi Wealth Management
North Carolina
$27K +$1.34K +22 +5%
NWM
2705
Nauset Wealth Management
Connecticut
$27K +$26.6K +438 New
JWBC
2706
John W. Brooker & Co
California
$26K -$12.2K -200 -33%
AW
2707
Alaethes Wealth
Nevada
$26K -$3.04K -50 -11%
AW
2708
Avion Wealth
Texas
$26K – – –
DWA
2709
Dougherty Wealth Advisers
Minnesota
$25K – – –
KC
2710
Kenfarb & Co
Kentucky
$25K – – –
SGAM
2711
Smith Group Asset Management
Texas
$25K – – –
BBPWM
2712
Blue Bell Private Wealth Management
Pennsylvania
$25K +$1.52K +25 +7%
JIR
2713
James Investment Research
Ohio
$24K +$3.41K +56 +17%
WWP
2714
WR Wealth Planners
Missouri
$22.8K +$22.3K +367 New
HCM
2715
Horrell Capital Management
Arkansas
$22K – – –
RDIA
2716
RE Dickinson Investment Advisors
Iowa
$20K – – –
MFC
2717
Mechanics Financial Corp
Ohio
$19K -$91.2K -1,500 -83%
CWA
2718
Carolina Wealth Advisors
South Carolina
$19K – – –
JAM
2719
JCIC Asset Management
Ontario, Canada
$19K – – –
TLCM
2720
Twin Lakes Capital Management
California
$19K – – –
EAM
2721
Eukles Asset Management
Ohio
$19K +$61 +1 +0.3%
DWA
2722
Delos Wealth Advisors
Texas
$17K -$13.2K -217 -45%
PFA
2723
Professional Financial Advisors
Nebraska
$17K – – –
CWM
2724
Cedar Wealth Management
California
$16K -$1.03K -17 -6%
NOI
2725
Newton One Investments
Delaware
$16K – – –
107 108
109
110 111