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Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
3026
DB Wealth Management Group
California
$16K – – –
RP
3027
Repertoire Partners
New York
$16K – – –
SC
3028
Siena Capital
Ohio
$16K – – –
TIM
3029
Tevis Investment Management
Texas
$16K +$9.65K +50 +98%
CPA
3030
Cowen Prime Advisors
New York
$16K +$19.3K +100 New
FCMT
3031
Founders Capital Management (Texas)
Texas
$16K +$19.5K +101 New
LWP
3032
Lumature Wealth Partners
Georgia
$15K -$664K -3,440 -97%
WAM
3033
WFA Asset Management
Wisconsin
$15K -$1.54K -8 -8%
WOC
3034
West Oak Capital
California
$12K -$496K -2,570 -97%
RA
3035
Rise Advisors
New York
$12K -$1.54K -8 -10%
EA
3036
Evolution Advisers
Virginia
$12K – – –
GTAM
3037
Global Trust Asset Management
Florida
$12K – – –
TJHA
3038
Thomas J. Herzfeld Advisors
Florida
$12K – – –
CWM
3039
CarsonAllaria Wealth Management
Illinois
$11K – – –
CPFP
3040
Clear Perspectives Financial Planning
Ohio
$11K +$3.09K +16 +31%
CWAF
3041
Core Wealth Advisors (Florida)
Florida
$10K -$90.5K -469 -88%
GAG
3042
Goodman Advisory Group
Massachusetts
$10K +$11.4K +59 New
BHWM
3043
Beaird Harris Wealth Management
Texas
$8K -$121K -626 -93%
RAM
3044
Riggs Asset Management
Pennsylvania
$8K -$83.7K -434 -89%
RCM
3045
Regency Capital Management
Hawaii
$8K – – –
CF
3046
Concorde Financial
Texas
$8K +$9.65K +50 New
RCM
3047
Raleigh Capital Management
North Carolina
$7K -$99.4K -515 -92%
CCMW
3048
Cypress Capital Management (Wyoming)
Wyoming
$7K -$21.2K -110 -71%
SPWG
3049
Sage Private Wealth Group
Illinois
$7K – – –
SSC
3050
Syverson Strege & Co
Iowa
$7K – – –
120 121
122
123 124