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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
2101
Archer Investment Corporation
Indiana
$46.6K – – –
BLC
2102
Brown, Lisle/Cummings
Rhode Island
$46.6K – – –
OC
2103
Oakworth Capital
Alabama
$46.6K – – –
WWP
2104
WR Wealth Planners
Missouri
$46.6K +$2.03K +10 +5%
HFM
2105
Hartford Financial Management
Connecticut
$45.6K – – –
RDFA
2106
Ritter Daniher Financial Advisory
Ohio
$45.6K – – –
WCM
2107
Westend Capital Management
California
$44.5K – – –
KFI
2108
Key Financial Inc
Pennsylvania
$44.5K +$3.04K +15 +8%
AW
2109
Avion Wealth
Texas
$44K +$13.2K +65 +45%
RI
2110
Ridgewood Investments
New Jersey
$43.5K – – –
SAM
2111
Synergy Asset Management
Washington
$42K +$47.6K +235 New
CAL
2112
Capital Analysts LLC
Pennsylvania
$42K -$12.2K -60 -23%
CAC
2113
Core Alternative Capital
Georgia
$41.3K – – –
DIP
2114
DT Investment Partners
Pennsylvania
$41.3K – – –
BL
2115
BFSG LLC
California
$40.3K – – –
BOJHT
2116
Bank of Jackson Hole Trust
Wyoming
$40.3K +$38.5K +190 New
CSWM
2117
Cassady Schiller Wealth Management
Ohio
$38.2K +$11.1K +55 +44%
HCA
2118
Heck Capital Advisors
Wisconsin
$37.1K +$35.5K +175 New
SFGP
2119
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$37.1K +$35.5K +175 New
TC
2120
Trust Company
Kansas
$37.1K +$35.5K +175 New
JWA
2121
JFS Wealth Advisors
Pennsylvania
$36K – – –
HNW
2122
High Note Wealth
Minnesota
$36K +$34.4K +170 New
NWMP
2123
Noble Wealth Management PBC
Colorado
$33.9K +$32.4K +160 New
FIA
2124
FPC Investment Advisory
California
$33.6K +$29.4K +145 +725%
DCM
2125
Disciplina Capital Management
Tennessee
$32.9K – – –
83 84
85
86 87