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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1326
Belmont Capital
California
$16.3K +$16K +200 New
CFM
1327
Catalyst Funds Management
Australia
$16.3K +$16K +200 New
SA
1328
SRH Advisors
Kansas
$16.1K – – –
FW
1329
Fairway Wealth
Ohio
$16K +$15.7K +196 New
ZB
1330
Zions Bancorporation
Utah
$15.8K -$7.11K -89 -31%
PCFFS
1331
Pacific Center for Financial Services
California
$14.9K – – –
CWC
1332
Carolinas Wealth Consulting
North Carolina
$14.6K +$160 +2 +1%
RWMG
1333
Redwood Wealth Management Group
New Jersey
$13.7K +$13.4K +168 New
VWA
1334
Valued Wealth Advisors
Utah
$13.1K +$3.27K +41 +34%
SHIM
1335
Stone House Investment Management
Pennsylvania
$12.7K – – –
CYG
1336
Clean Yield Group
Vermont
$12.6K – – –
IA
1337
IFS Advisors
Kansas
$12.6K – – –
PCWA
1338
Pacific Capital Wealth Advisors
California
$12.3K +$10.2K +128 +557%
CJL
1339
Cyrus J. Lawrence
New York
$12K +$12K +150 New
WIA
1340
Wetzel Investment Advisors
Indiana
$10.8K – – –
GBT
1341
Grove Bank & Trust
Florida
$10.8K – – –
BL
1342
BFSG LLC
California
$10.7K +$80 +1 +0.8%
S
1343
Sachetta
Massachusetts
$10.3K +$5.99K +75 +150%
SJIM
1344
St. Johns Investment Management
Florida
$9.87K – – –
WPA
1345
West Paces Advisors
Georgia
$9.46K +$9.27K +116 New
NC
1346
NewSquare Capital
Pennsylvania
$9.38K – – –
RS
1347
Rakuten Securities
Japan
$9.38K +$160 +2 +2%
IWP
1348
IAG Wealth Partners
Wisconsin
$9.13K – – –
TFIAP
1349
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$8.97K -$8.79K -110 -50%
UWS
1350
Unique Wealth Strategies
Illinois
$8.58K +$8.55K +107 New
52 53
54
55 56