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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1701
JNBA Financial Advisors
Minnesota
$5.65K – – –
LFA
1702
Level Financial Advisors
New York
$5.65K – – –
M
1703
MOTCO
Texas
$5.65K – – –
TSWM
1704
Tyler-Stone Wealth Management
Ohio
$5.65K – – –
WT
1705
Washington Trust
Rhode Island
$5.65K +$630 +5 +14%
AF
1706
Arrow Financial
New York
$5.65K +$3.15K +25 +167%
RG
1707
Retirement Group
California
$5.65K +$3.78K +30 +300%
CCA
1708
Criterion Capital Advisors
Tennessee
$4.95K +$4.41K +35 New
HCP
1709
Hexagon Capital Partners
Arkansas
$4.95K +$4.41K +35 New
CIA
1710
Cape Investment Advisory
Georgia
$4.95K – – –
JGIA
1711
Jackson Grant Investment Advisers
Connecticut
$4.95K – – –
NSIM
1712
North Star Investment Management
Illinois
$4.95K – – –
CTC
1713
Cetera Trust Company
Minnesota
$4.95K +$4.41K +35 New
CHC
1714
City Holding Co
West Virginia
$4.94K – – –
VCM
1715
Versant Capital Management
Arizona
$4.24K -$5.67K -45 -60%
CSC
1716
Caldwell Sutter Capital
California
$4.24K – – –
FWM
1717
Focused Wealth Management
New York
$4.24K – – –
GC
1718
Globeflex Capital
California
$4.24K – – –
APM
1719
a16z Perennial Management
California
$4.24K +$3.78K +30 New
FFA
1720
Frazier Financial Advisors
Ohio
$4.24K +$3.78K +30 New
WIA
1721
Wetzel Investment Advisors
Indiana
$4K +$3.15K +25 New
MA
1722
MCF Advisors
Kentucky
$3.53K – – –
TWD
1723
True Wealth Design
Ohio
$3.53K +$2.52K +20 +400%
BAM
1724
Bellevue Asset Management
Washington
$3.53K – – –
BWL
1725
Bogart Wealth LLC
Virginia
$3.53K – – –
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