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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1801
Red Tortoise LLC
Georgia
$14.9K – – –
EPW
1802
Evergreen Private Wealth
Colorado
$14.9K +$13.9K +95 New
AFS
1803
Annapolis Financial Services
Maryland
$14.2K – – –
MWA
1804
Moser Wealth Advisors
Washington
$14.2K – – –
GWM
1805
Geneos Wealth Management
Colorado
$14.2K +$5.14K +35 +64%
SWA
1806
SOA Wealth Advisors
New York
$13.4K +$11K +75 +750%
PIS
1807
POM Investment Strategies
North Carolina
$13.4K +$12.5K +85 New
CMP
1808
Coston McIsaac & Partners
Maine
$13K – – –
SCA
1809
Stuart Chaussee & Associates
California
$12.6K – – –
CFD
1810
Creative Financial Designs
Indiana
$11.8K – – –
BWL
1811
Bogart Wealth LLC
Virginia
$11.8K +$7.34K +50 +200%
HWM
1812
HighMark Wealth Management
Minnesota
$11K – – –
JAM
1813
JCIC Asset Management
Ontario, Canada
$11K – – –
MTIC
1814
Missouri Trust & Investment Company
Missouri
$10.2K – – –
NAAA
1815
New Age Alpha Advisors
New York
$10.2K +$9.54K +65 New
CCA
1816
Criterion Capital Advisors
Tennessee
$8.65K – – –
MA
1817
MCF Advisors
Kentucky
$8.65K +$2.94K +20 +57%
WPA
1818
West Paces Advisors
Georgia
$8.65K – – –
FW
1819
Fairway Wealth
Ohio
$8.65K +$8.07K +55 New
BCH
1820
Berkshire Capital Holdings
California
$7.87K – – –
CHA
1821
Carmichael Hill & Associates
Maryland
$7.87K – – –
ECM
1822
Estabrook Capital Management
New York
$7.87K – – –
PCFFS
1823
Pacific Center for Financial Services
California
$7.87K – – –
RWA
1824
Redmont Wealth Advisors
Illinois
$7.87K – – –
TCPG
1825
Trivant Custom Portfolio Group
California
$7.87K – – –
71 72
73
74 75