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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2651
Bell Investment Advisors
California
$52K +$51.7K +210 New
CIA
2652
Cascade Investment Advisors
Oregon
$50.1K – – –
AFIA
2653
America First Investment Advisors
Nebraska
$50K – – –
SA
2654
SRH Advisors
Kansas
$49K -$24.6K -100 -33%
BCM
2655
Blume Capital Management
California
$49K – – –
PP
2656
PrairieView Partners
Minnesota
$49K – – –
AWM
2657
AllSquare Wealth Management
New York
$48K -$27.6K -112 -37%
RWM
2658
Raffa Wealth Management
District of Columbia
$46.7K – – –
DI
2659
Disciplined Investments
Oklahoma
$46K +$985 +4 +2%
RA
2660
Rational Advisors
New York
$46K +$6.65K +27 +17%
HS
2661
Horan Securities
United States
$44K +$1.23K +5 +3%
CH
2662
Canton Hathaway
Rhode Island
$41K – – –
GIA
2663
Goodwin Investment Advisory
Georgia
$40.2K -$97.3K -395 -71%
RDIA
2664
RE Dickinson Investment Advisors
Iowa
$39K – – –
DEM
2665
Disciplined Equity Management
Florida
$39K +$38.4K +156 New
CM
2666
Cornerstone Management
Georgia
$37.3K – – –
CCMW
2667
Cypress Capital Management (Wyoming)
Wyoming
$37K – – –
BRWM
2668
B. Riley Wealth Management
Tennessee
$32.1K +$232K +940 +15%
DWMG
2669
DB Wealth Management Group
California
$32K – – –
LWA
2670
Lowe Wealth Advisors
Maryland
$31K – – –
DWA
2671
Delos Wealth Advisors
Texas
$30K -$30.5K -124 -50%
WPWM
2672
Western Pacific Wealth Management
Illinois
$30K – – –
AIA
2673
Arcadia Investment Advisors
Idaho
$28.6K – – –
LWP
2674
Laurel Wealth Planning
Minnesota
$28K +$2.96K +12 +12%
AWA
2675
Artemis Wealth Advisors
New York
$27.9K – – –