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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
2426
Seven Springs Wealth Group
Tennessee
$6K +$5.66K +17 New
BA
2427
Bellwether Advisors
Nebraska
$5K +$5.32K +16 New
BCH
2428
Berkshire Capital Holdings
California
$4K -$54.1M -162,680 -100%
IA
2429
Inspire Advisors
Idaho
$4K +$3.66K +11 New
LIM
2430
Longfellow Investment Management
Massachusetts
$4K +$3.66K +11 New
DWM
2431
Defined Wealth Management
Oregon
$4K +$3.99K +12 New
HF
2432
Halpern Financial
Virginia
$3.57K -$3.33K -10 -50%
CCM
2433
Copeland Capital Management
Pennsylvania
$3K – – –
OAJ
2434
Ogorek Anthony Joseph
New York
$3K – – –
TCWA
2435
Ten Capital Wealth Advisors
Washington
$3K +$2.66K +8 New
PCTC
2436
Perkins Coie Trust Company
Washington
$2K – – –
CIA
2437
CSat Investment Advisory
Michigan
$1K -$1M -3,006 -100%
SL
2438
Savior LLC
Massachusetts
$1K -$4.99K -15 -79%
RWG
2439
Regal Wealth Group
California
$1K – – –
UOTTAIMCU
2440
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$998 +3 New
1IA
2441
1834 Investment Advisors
Wisconsin
$1K +$1.33K +4 New
NDSI
2442
Newman Dignan & Sheerar Inc
Rhode Island
$859 +$39.9K +120 +5%
SC
2443
Solstein Capital
California
$397 +$5.32K +16 +1%
TI
2444
tru Independence
Oregon
$385 +$18.6K +56 +5%
WOSD
2445
WFA of San Diego
California
$356 – – –
CBTWT
2446
Community Bank & Trust (Waco, Texas)
Texas
$305 +$5.66K +17 +2%
BIP
2447
Blueprint Investment Partners
North Carolina
$222 -$207K -622 -100%
WIM
2448
Westside Investment Management
California
$8 +$3.99K +12 +109%
VIM
2449
Veritas Investment Management
United Kingdom
– -$126M -371,517 Closed
TFP
2450
Triple Frond Partners
California
– -$67.4M -199,425 Closed
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