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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1776
D.J. St. Germain
Massachusetts
$23.6K – – –
OC
1777
Oakworth Capital
Alabama
$23.6K – – –
NC
1778
NewSquare Capital
Pennsylvania
$23.6K +$22K +150 New
CTWM
1779
Cherry Tree Wealth Management
Minnesota
$22.8K +$18.3K +125 +625%
SIS
1780
Sound Income Strategies
Florida
$21.2K -$2.94K -20 -13%
VWA
1781
Valued Wealth Advisors
Utah
$20.5K +$2.2K +15 +13%
RWM
1782
Raffa Wealth Management
District of Columbia
$20.5K – – –
CSWM
1783
Cassady Schiller Wealth Management
Ohio
$19.7K -$5.87K -40 -24%
LB
1784
Legacy Bridge
Iowa
$19.7K – – –
SR
1785
Syntax Research
Florida
$19.7K – – –
GCGDR
1786
Geo Capital Gestora de Recursos
Brazil
$19K – – –
AW
1787
Avion Wealth
Texas
$19K +$4.4K +30 +32%
NIG
1788
NFJ Investment Group
Texas
$18.9K – – –
AWM
1789
Atticus Wealth Management
Florida
$18.1K – – –
UWS
1790
Unique Wealth Strategies
Illinois
$17.5K +$16.9K +115 New
DIP
1791
DT Investment Partners
Pennsylvania
$17.3K +$2.94K +20 +22%
SN
1792
Sittner & Nelson
Oregon
$17.3K +$7.34K +50 +83%
ITIM
1793
Indiana Trust & Investment Management
Indiana
$16.5K – – –
CB
1794
Centennial Bank
Arkansas
$15.7K – – –
TCG
1795
Transcendent Capital Group
Oklahoma
$15.7K – – –
CTB
1796
Country Trust Bank
Illinois
$15.7K +$14.7K +100 New
HCP
1797
Hexagon Capital Partners
Arkansas
$14.9K -$1.47K -10 -10%
AFG
1798
Albion Financial Group
Utah
$14.9K – – –
RTL
1799
Red Tortoise LLC
Georgia
$14.9K – – –
EPW
1800
Evergreen Private Wealth
Colorado
$14.9K +$13.9K +95 New
70 71
72
73 74