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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2826
Avion Wealth
Texas
$25K – – –
MPCL
2827
My Personal CFO LLC
Washington
$24.6K +$23.3K +386 New
RDIA
2828
RE Dickinson Investment Advisors
Iowa
$24K +$121 +2 +0.5%
IAA
2829
Independent Advisor Alliance
North Carolina
$23.5K +$592K +9,805 +3%
JIR
2830
James Investment Research
Ohio
$23K -$604 -10 -3%
BC
2831
Belmont Capital
California
$23K – – –
HCM
2832
Horrell Capital Management
Arkansas
$23K – – –
DF
2833
DecisionPoint Financial
Arizona
$22.3K +$21.1K +350 New
WWP
2834
WR Wealth Planners
Missouri
$21.7K – – –
RWMH
2835
Riverpoint Wealth Management Holdings
Illinois
$20.6K +$19.5K +323 New
PFC
2836
Phocas Financial Corp
California
$20.4K +$19.3K +320 New
EAM
2837
Eukles Asset Management
Ohio
$20K – – –
CFG
2838
CKW Financial Group
Hawaii
$20K +$3.74K +62 +25%
NC
2839
NewSquare Capital
Pennsylvania
$19.9K +$15.9K +264 +550%
MYAM
2840
Meiji Yasuda Asset Management
Japan
$19.7K +$3.89M +64,366 +26%
TLCM
2841
Twin Lakes Capital Management
California
$19.1K – – –
CWA
2842
Carolina Wealth Advisors
South Carolina
$19K – – –
JAM
2843
JCIC Asset Management
Ontario, Canada
$19K – – –
DWA
2844
Delos Wealth Advisors
Texas
$17.7K – – –
HFS
2845
HBC Financial Services
Washington
$16K -$29.7K -492 -65%
R
2846
Rebalance
California
$14.8K +$14K +232 New
GFL
2847
Granite FO LLC
New Hampshire
$12.3K +$11.7K +193 New
CWM
2848
Cedar Wealth Management
California
$12K – – –
PCM
2849
Perritt Capital Management
Illinois
$11.7K +$11.1K +184 New
BAM
2850
Baldrige Asset Management
Pennsylvania
$11K – – –
112 113
114
115 116