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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1551
Addison Advisors
Vermont
$10.1K – – –
AEPWM
1552
Atlantic Edge Private Wealth Management
Florida
$9.92K -$4.96K -50 -33%
CAIM
1553
Catherine Avery Investment Management
Florida
$9.92K – – –
MWA
1554
Miller Wealth Advisors
Colorado
$9.92K – – –
WOC
1555
West Oak Capital
California
$9.9K – – –
DFA
1556
DHJJ Financial Advisors
Illinois
$9.82K +$99 +1 +1%
BIA
1557
Bell Investment Advisors
California
$9.72K +$2.08K +21 +27%
RPA
1558
Redwood Park Advisors
California
$9.33K – – –
KFP
1559
Keener Financial Planning
Texas
$9K +$9.43K +95 New
BGC
1560
Beutel, Goodman & Co
Ontario, Canada
$9K +$9.93K +100 New
DAM
1561
Delta Asset Management
Tennessee
$8.23K – – –
PA
1562
Pineridge Advisors
Missouri
$7.8K +$2.58K +26 +49%
PWMG
1563
Prestige Wealth Management Group
New Jersey
$7.54K – – –
FCT
1564
First Community Trust
Iowa
$7.44K – – –
SC
1565
Swan Capital
Florida
$7.44K – – –
CT
1566
Colonial Trust
South Carolina
$7.44K -$298 -3 -4%
SIM
1567
Synergy Investment Management
Florida
$7.28K -$99 -1 -1%
TFGT
1568
TS Financial Group (TSFG)
Illinois
$7K +$99 +1 +1%
DCBT
1569
Dakota Community Bank & Trust
North Dakota
$6.55K – – –
CWP
1570
Concord Wealth Partners
Virginia
$5.95K -$73.4K -739 -92%
TWD
1571
True Wealth Design
Ohio
$5.94K +$2.18K +22 +58%
CIAS
1572
CBIZ Investment Advisory Services
Ohio
$5.85K +$3.57K +36 +157%
DPW
1573
DiNuzzo Private Wealth
Pennsylvania
$5.66K +$99 +1 +2%
CTC
1574
Cetera Trust Company
Minnesota
$5.56K – – –
HIMS
1575
Hager Investment Management Services
New Hampshire
$5.46K -$5.36K -54 -50%
61 62
63
64 65