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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3076
Bourgeon Capital Management
Connecticut
$42K – – –
CFG
3077
CKW Financial Group
Hawaii
$41K -$27.4K -100 -40%
IA
3078
Inspire Advisors
Idaho
$40K +$40.6K +148 New
AFG
3079
Albion Financial Group
Utah
$39K +$38.7K +141 New
RFWA
3080
RPg Family Wealth Advisory
Massachusetts
$38.5K – – –
ETI
3081
Enterprise Trust & Investment
California
$38K – – –
FWM
3082
FSA Wealth Management
Massachusetts
$38K +$37.8K +138 New
SWA
3083
Safir Wealth Advisors
New Hampshire
$38K +$38.4K +140 New
SAM
3084
Simplify Asset Management
Nevada
$38K +$38.4K +140 New
BA
3085
Bellwether Advisors
Nebraska
$36K +$37K +135 New
SWM
3086
Sugarloaf Wealth Management
Georgia
$34K +$1.1K +4 +3%
GTAM
3087
Global Trust Asset Management
Florida
$30K -$1.92K -7 -6%
CWM
3088
Cranbrook Wealth Management
Michigan
$30K +$24.4K +89 +445%
CWA
3089
Carolina Wealth Advisors
South Carolina
$27K -$12.3K -45 -31%
HI
3090
Hoey Investments
Pennsylvania
$27K – – –
KLWA
3091
Kelly Lawrence W & Associates
California
$27K – – –
LAM
3092
Lountzis Asset Management
Pennsylvania
$27K – – –
ST
3093
Sageworth Trust
Pennsylvania
$27K – – –
SA
3094
SRH Advisors
Kansas
$27K – – –
AL
3095
ADE LLC
Maryland
$27K +$27.4K +100 New
DWMG
3096
DB Wealth Management Group
California
$27K +$27.4K +100 New
KFAA
3097
Klaas Financial Asset Advisors
Illinois
$27K +$27.4K +100 New
LGWM
3098
Litman Gregory Wealth Management
California
$27K +$27.4K +100 New
RDFA
3099
Ritter Daniher Financial Advisory
Ohio
$27K +$27.4K +100 New
FPW
3100
Flagship Private Wealth
Massachusetts
$25.3K +$25.5K +93 New
122 123
124
125 126