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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1701
Private Ocean
California
$8.01K -$1.17K -18 -12%
MAM
1702
Meeder Asset Management
Ohio
$7.72K +$8.6K +132 New
DSC
1703
Duncker Streett & Co
Missouri
$7.66K – – –
NECFA
1704
New England Capital Financial Advisors
Connecticut
$7.48K -$2.87K -44 -26%
PMFA
1705
Plante Moran Financial Advisors
Michigan
$7.25K -$32.6K -500 -80%
PAI
1706
Pittenger & Anderson Inc
Nebraska
$7.13K -$4.88K -75 -38%
AA
1707
Addison Advisors
Vermont
$7.02K -$2.73K -42 -26%
SSG
1708
Summit Securities Group
New York
$7K -$81.7K -1,254 -91%
FSWA
1709
Financial Synergies Wealth Advisors
Texas
$6.31K – – –
NL
1710
NVWM LLC
Pennsylvania
$6.25K – – –
SFG
1711
Steward Financial Group
Texas
$6K -$19.3K -297 -73%
GIS
1712
Grayhawk Investment Strategies
Alberta, Canada
$5.9K – – –
AWM
1713
Ameliora Wealth Management
Switzerland
$5.85K -$295K -4,530 -98%
LFA
1714
Legend Financial Advisors
Pennsylvania
$5.85K – – –
FFA
1715
Fairfield Financial Advisors
Massachusetts
$5.09K – – –
GFPC
1716
Global Financial Private Client
Florida
$4.86K – – –
DCM
1717
Davidson Capital Management
Texas
$4.85K +$2.08K +32 +63%
CTWM
1718
Cherry Tree Wealth Management
Minnesota
$4.79K -$391 -6 -7%
HWM
1719
HighMark Wealth Management
Minnesota
$4.68K – – –
GWMIA
1720
Global Wealth Management Investment Advisory
Florida
$4.68K +$1.3K +20 +33%
SWM
1721
Sugarloaf Wealth Management
Georgia
$4.62K – – –
RF
1722
Robinswood Financial
Washington
$4.44K – – –
TAM
1723
Tucker Asset Management
Colorado
$3.92K -$7.68K -118 -64%
RTL
1724
Red Tortoise LLC
Georgia
$3.86K +$4.3K +66 New
PSB
1725
Piscataqua Savings Bank
New Hampshire
$3.8K – – –
67 68
69
70 71