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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2851
Rational Advisors
New York
$13K -$585K -3,608 -97%
LS
2852
Leelyn Smith
Illinois
$13K -$33.4K -206 -68%
WAM
2853
WFA Asset Management
Wisconsin
$12.6K – – –
GCM
2854
Gables Capital Management
Florida
$10K -$48.6K -300 -80%
EA
2855
Evolution Advisers
Virginia
$10K – – –
TJHA
2856
Thomas J. Herzfeld Advisors
Florida
$10K – – –
WOC
2857
West Oak Capital
California
$10K – – –
RA
2858
Rise Advisors
New York
$10K +$486 +3 +4%
DI
2859
Disciplined Investments
Oklahoma
$9K -$14.3K -88 -58%
CWM
2860
CarsonAllaria Wealth Management
Illinois
$9K – – –
CWM
2861
Cranbrook Wealth Management
Michigan
$8K -$14.4K -89 -61%
GAG
2862
Goodman Advisory Group
Massachusetts
$8K – – –
BHWM
2863
Beaird Harris Wealth Management
Texas
$8K +$1.3K +8 +16%
CL
2864
COWA LLC
Oklahoma
$8K +$9.08K +56 New
SWM
2865
Stapp Wealth Management
Washington
$7K +$8.1K +50 New
SPWG
2866
Sage Private Wealth Group
Illinois
$6K – – –
SSC
2867
Syverson Strege & Co
Iowa
$6K – – –
WAM
2868
Worth Asset Management
Texas
$5K -$10.5K -65 -65%
AFIA
2869
America First Investment Advisors
Nebraska
$5K – – –
CYG
2870
Clean Yield Group
Vermont
$5K – – –
LIM
2871
Longfellow Investment Management
Massachusetts
$5K – – –
PCA
2872
Providence Capital Advisors
North Carolina
$5K – – –
MBFW
2873
Morton Brown Family Wealth
Pennsylvania
$5K +$810 +5 +14%
HRC
2874
Hoertkorn Richard Charles
$5K +$6.32K +39 New
CWAF
2875
Core Wealth Advisors (Florida)
Florida
$4K -$5.51K -34 -52%
113 114
115
116 117