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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
2551
American National Bank & Trust
Texas
$46K +$46.4K +129 New
WAM
2552
WFA Asset Management
Wisconsin
$45.2K +$359 +1 +0.8%
FCT
2553
First Community Trust
Iowa
$45K – – –
JWBC
2554
John W. Brooker & Co
California
$45K – – –
JPLA
2555
Joseph P. Lucia & Associates
New York
$44K +$44.6K +124 New
RG
2556
Retirement Group
California
$43K – – –
SSC
2557
Syverson Strege & Co
Iowa
$43K – – –
AS
2558
Altshuler Shaham
Israel
$40K +$40.3K +112 New
WPWM
2559
Western Pacific Wealth Management
Illinois
$39K – – –
CBT
2560
Central Bank & Trust
Kentucky
$38K – – –
TF
2561
TimeScale Financial
Massachusetts
$38K +$7.55K +21 +25%
UIA
2562
Ulland Investment Advisors
Minnesota
$38K +$8.99K +25 +30%
AWM
2563
AllSquare Wealth Management
New York
$37K +$1.08K +3 +3%
PFA
2564
Professional Financial Advisors
Nebraska
$36K -$6.11K -17 -15%
DHGWA
2565
Dixon Hughes Goodman Wealth Advisors
North Carolina
$36K – – –
JAM
2566
JCIC Asset Management
Ontario, Canada
$36K – – –
KLWA
2567
Kelly Lawrence W & Associates
California
$36K – – –
SA
2568
SRH Advisors
Kansas
$35K – – –
OAJ
2569
Ogorek Anthony Joseph
New York
$33K – – –
CI
2570
Cordant Inc
Oregon
$32K +$32K +89 New
IRC
2571
Investors Research Corp
Georgia
$31K – – –
SN
2572
Sittner & Nelson
Oregon
$31K – – –
PP
2573
PrairieView Partners
Minnesota
$31K +$11.5K +32 +58%
FWM
2574
Focused Wealth Management
New York
$29K – – –
GCA
2575
Greenwood Capital Associates
South Carolina
$26K -$6.65M -18,501 -100%
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103
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