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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
AllSquare Wealth Management
New York
$81K -$23.9K -1,150 -23%
SA
2527
SRH Advisors
Kansas
$81K +$20.8K +1,000 +34%
CA
2528
Crewe Advisors
Utah
$79K – – –
BWL
2529
Bogart Wealth LLC
Virginia
$78K +$26.6K +1,280 +52%
SAM
2530
Strategic Asset Management
Minnesota
$77K +$75.6K +3,640 New
CBT
2531
CoreFirst Bank & Trust
Kansas
$76K – – –
NR
2532
Newfound Research
Massachusetts
$67K -$42.4K -2,040 -39%
EWM
2533
Edge Wealth Management
New York
$66K +$23.3K +1,120 +54%
OAJ
2534
Ogorek Anthony Joseph
New York
$66K +$39.9K +1,920 +150%
CFN
2535
Cordasco Financial Network
Florida
$65K +$16.6K +800 +34%
CCMW
2536
Cypress Capital Management (Wyoming)
Wyoming
$64K – – –
PG
2537
Proffitt & Goodson
Tennessee
$62K -$30.7K -1,480 -33%
RDFA
2538
Ritter Daniher Financial Advisory
Ohio
$62K +$62.3K +3,000 New
SFPG
2539
Stonebridge Financial Planning Group
Florida
$61K -$72.7K -3,500 -60%
MFT
2540
Moisand Fitzgerald Tamayo
Florida
$61K – – –
PSB
2541
Piscataqua Savings Bank
New Hampshire
$58K – – –
EIP
2542
Ellis Investment Partners
Pennsylvania
$57K +$7.47K +360 +15%
VCM
2543
Versant Capital Management
Arizona
$56K – – –
CMA
2544
Cedar Mountain Advisors
Oregon
$55K – – –
DCM
2545
Disciplina Capital Management
Tennessee
$54.9K +$1.87K +90 +4%
SL
2546
Savior LLC
Massachusetts
$54K -$135K -6,480 -71%
PCA
2547
Providence Capital Advisors
North Carolina
$50K -$12.5K -600 -20%
AIM
2548
Arcadia Investment Management
Michigan
$50K – – –
DFCM
2549
Dark Forest Capital Management
Puerto Rico
$50K +$50.5K +2,430 New
CPC
2550
Consolidated Planning Corp
Georgia
$49K +$49.4K +2,380 New
100 101
102
103 104