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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
601
Toth Financial Advisory
Virginia
$14.5K – – –
TCOT
602
Trust Company of Toledo
Ohio
$14.5K +$13.7K +229 +323%
SSG
603
Summit Securities Group
New York
$14.5K +$17.9K +300 New
CAM
604
Close Asset Management
United Kingdom
$14K – – –
NEWAS
605
N.E.W. Advisory Services
Wisconsin
$13.7K +$16.2K +271 +2,085%
BONH
606
Bank of New Hampshire
New Hampshire
$12.8K – – –
KFP
607
Kerr Financial Planning
California
$12.4K +$60 +1 +0.5%
OW
608
Olistico Wealth
Oklahoma
$12.2K – – –
CSC
609
Caldwell Sutter Capital
California
$11.6K +$4.84K +81 +51%
HC
610
Hurley Capital
New York
$11.6K – – –
BF
611
BOK Financial
Oklahoma
$11.1K -$1.48M -24,800 -99%
FFO
612
Fortitude Family Office
Arizona
$11.1K – – –
RFP
613
Root Financial Partners
California
$10.3K +$120 +2 +0.9%
LI
614
LRI Investments
Florida
$9.89K – – –
CA
615
Crewe Advisors
Utah
$9.65K – – –
NSIM
616
North Star Investment Management
Illinois
$9.65K – – –
SHIM
617
Stone House Investment Management
Pennsylvania
$9.46K +$5.02K +84 +75%
AAG
618
Armstrong Advisory Group
Massachusetts
$9.03K -$4.72K -79 -30%
AUB
619
Atlantic Union Bankshares
Virginia
$8.93K – – –
DWM
620
Dogwood Wealth Management
Kansas
$8.93K +$7.24K +121 +189%
CMA
621
Cedar Mountain Advisors
Oregon
$8.69K +$5.02K +84 +88%
SA
622
Scarborough Advisors
Maryland
$8.4K +$10.4K +174 New
PWMG
623
Prestige Wealth Management Group
New Jersey
$8.25K -$179 -3 -2%
C
624
Covestor
United Kingdom
$8K -$3.05K -51 -24%
MWA
625
Miller Wealth Advisors
Colorado
$7.96K – – –
23 24
25
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