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Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1701
Caldwell Sutter Capital
California
$17.5K -$573 -10 -3%
GC
1702
Gould Capital
Washington
$17.5K – – –
FUBT
1703
First United Bank & Trust
Maryland
$17.5K +$16.3K +285 New
CWM
1704
CarsonAllaria Wealth Management
Illinois
$17.3K -$2.18K -38 -12%
KFP
1705
Keener Financial Planning
Texas
$17K +$16K +280 New
IWP
1706
IAG Wealth Partners
Wisconsin
$16.9K -$1.38K -24 -8%
OIA
1707
Optimum Investment Advisors
Illinois
$16.8K – – –
TCM
1708
Tradewinds Capital Management
Washington
$16.3K -$859 -15 -5%
LF
1709
Lee Financial
Texas
$15.9K -$2.63K -46 -15%
SC
1710
SouthState Corp
Florida
$15.7K -$7.79K -136 -35%
BIA
1711
Bell Investment Advisors
California
$15.7K -$11.7K -204 -44%
FA
1712
Financial Avengers
California
$15.4K -$1.37M -23,998 -99%
CMA
1713
Cedar Mountain Advisors
Oregon
$14.4K – – –
AP
1714
Advisors Preferred
Maryland
$14.2K +$3.21K +56 +32%
CSWM
1715
Cassady Schiller Wealth Management
Ohio
$14.2K – – –
RFG
1716
RFP Financial Group
Georgia
$14.2K -$6.64K -116 -33%
HWA
1717
HHM Wealth Advisors
Tennessee
$14K -$2.29K -40 -15%
AWM
1718
Activest Wealth Management
Florida
$14K – – –
WBC
1719
West Branch Capital
Massachusetts
$13.9K +$11.5K +200 +769%
RG
1720
Retirement Group
California
$13.8K – – –
T
1721
Tidemark
California
$13.8K +$12.8K +224 New
PAI
1722
Pittenger & Anderson Inc
Nebraska
$13.6K +$5.73K +100 +82%
DCP
1723
DSM Capital Partners
Florida
$13.6K -$125M -2,183,443 -100%
PFA
1724
Pathway Financial Advisers
Indiana
$13.6K – – –
HWP
1725
Highline Wealth Partners
California
$13.5K – – –
67 68
69
70 71