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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
901
Kelly Financial Services
Massachusetts
$21.9K – – –
BWL
902
Bogart Wealth LLC
Virginia
$20K – – –
GWS
903
Glassman Wealth Services
Virginia
$20K +$4.73K +73 +25%
AW
904
Avion Wealth
Texas
$20K +$6.48K +100 +38%
JFA
905
JNBA Financial Advisors
Minnesota
$19K -$2.53K -39 -10%
WAM
906
WFA Asset Management
Wisconsin
$18.9K +$324 +5 +1%
EWA
907
EverSource Wealth Advisors
Alabama
$18K -$65 -1 -0.3%
LSA
908
Leonteq Securities AG
Switzerland
$17.3K +$13.7K +212 +212%
CFN
909
Cordasco Financial Network
Florida
$17K – – –
LPWM
910
Lake Point Wealth Management
Texas
$17K +$13K +200 +200%
PA
911
PSI Advisors
Florida
$16K – – –
ZIG
912
Zullo Investment Group
Pennsylvania
$16K +$3.89K +60 +25%
BCMLT
913
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K – – –
SCA
914
Stonebridge Capital Advisors
Minnesota
$15K +$6.87K +106 +63%
ATC
915
Adirondack Trust Company
New York
$15K +$17.1K +263 New
AIM
916
Arcadia Investment Management
Michigan
$15K +$17.8K +275 New
LCM
917
Logan Capital Management
Pennsylvania
$14K -$16.9K -260 -51%
RTC
918
Riverview Trust Company
Washington
$14K -$2.72K -42 -15%
JWM
919
Janiczek Wealth Management
Colorado
$14K -$259 -4 -2%
COCM
920
Charter Oak Capital Management
New Hampshire
$14K – – –
CCM
921
Cribstone Capital Management
Maine
$14K +$389 +6 +2%
GFPC
922
Global Financial Private Client
Florida
$13.1K – – –
RCM
923
Raleigh Capital Management
North Carolina
$13K +$195 +3 +1%
GLLW
924
Graves Light Lenhart Wealth
Virginia
$12K – – –
HIA
925
Harbor Investment Advisory
Maryland
$12K – – –
35 36
37
38 39