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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
401
Clearview Wealth Advisors
Oregon
$12K +$8.2K +362 New
CFA
402
Carroll Financial Associates
North Carolina
$12K +$8.51K +376 New
LC
403
Lindbrook Capital
California
$11K +$611 +27 +9%
RPWA
404
Regent Peak Wealth Advisors
Georgia
$11K +$7.59K +335 New
KFS
405
Kelly Financial Services
Massachusetts
$10.2K +$4.53K +200 +200%
TPWA
406
TRUE Private Wealth Advisors
Oregon
$10K +$2.26K +100 +50%
AF
407
Advisornet Financial
Minnesota
$9K -$2.26K -100 -27%
EWA
408
Evolution Wealth Advisors
Florida
$8K -$6.75K -298 -54%
OIM
409
Oder Investment Management
California
$8K +$5.07K +224 New
GWMIA
410
Global Wealth Management Investment Advisory
Florida
$8K +$5.09K +225 New
APC
411
Aspire Private Capital
North Carolina
$7K – – –
CTC
412
Central Trust Company
Missouri
$7K +$4.53K +200 New
FPCG
413
Fort Pitt Capital Group
Pennsylvania
$7K +$4.53K +200 New
CCA
414
Childress Capital Advisors
Texas
$5K +$3.24K +143 New
SBL
415
Sargent Bickham Lagudis
Colorado
$5K +$3.31K +146 New
SFPG
416
Stonebridge Financial Planning Group
Florida
$5K +$3.4K +150 New
TWA
417
TCI Wealth Advisors
Arizona
$4K -$340 -15 -12%
KCM
418
Kathmere Capital Management
Pennsylvania
$4K +$2.72K +120 New
WTC
419
WhitTier Trust Company
Nevada
$4K +$2.72K +120 New
VBCG
420
Valley Brook Capital Group
Pennsylvania
$4K +$3.28K +145 New
ABC
421
Associated Banc-Corp
Wisconsin
$3K – – –
CWC
422
Carolinas Wealth Consulting
North Carolina
$3K – – –
TCM
423
Tradewinds Capital Management
Washington
$3K – – –
GWS
424
Glassman Wealth Services
Virginia
$3K +$226 +10 +11%
GRP
425
Global Retirement Partners
California
$3K +$1.13K +50 +125%
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