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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1501
Keener Financial Planning
Texas
$7K – – –
BIA
1502
Bell Investment Advisors
California
$6.78K -$1.25K -15 -15%
DAM
1503
Delta Asset Management
Tennessee
$6.78K – – –
PA
1504
Pineridge Advisors
Missouri
$6.47K – – –
PWMG
1505
Prestige Wealth Management Group
New Jersey
$6.2K – – –
FCT
1506
First Community Trust
Iowa
$6.12K – – –
SC
1507
Swan Capital
Florida
$6.12K – – –
OLVIG
1508
Oliver Lagore Vanvalin Investment Group
Michigan
$6.05K +$5.09K +61 New
DWM
1509
Dogwood Wealth Management
Kansas
$5.55K +$2.5K +30 +79%
DCBT
1510
Dakota Community Bank & Trust
North Dakota
$5.39K – – –
CWP
1511
Concord Wealth Partners
Virginia
$4.9K – – –
CTC
1512
Cetera Trust Company
Minnesota
$4.57K – – –
HIMS
1513
Hager Investment Management Services
New Hampshire
$4.49K – – –
DPW
1514
DiNuzzo Private Wealth
Pennsylvania
$4.33K -$333 -4 -7%
SC
1515
Solstein Capital
California
$4.33K +$4.42K +53 New
PSFG
1516
Park Square Financial Group
Georgia
$4.08K -$5.42K -65 -57%
BFS
1517
Bare Financial Services
Pennsylvania
$3.84K +$3.08K +37 +370%
MWA
1518
Medallion Wealth Advisors
Connecticut
$3.81K – – –
TWD
1519
True Wealth Design
Ohio
$3.58K -$1.33K -16 -27%
PW
1520
Pandora Wealth
Illinois
$3.51K – – –
PWM
1521
Parkworth Wealth Management
California
$3.35K +$2.5K +30 +273%
BI
1522
Binnacle Investments
Iowa
$3.27K +$3.33K +40 New
FFA
1523
Frazier Financial Advisors
Ohio
$3.02K – – –
TFM
1524
TFC Financial Management
Massachusetts
$2.96K – – –
JGIA
1525
Jackson Grant Investment Advisers
Connecticut
$2.69K – – –
59 60
61
62 63