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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1851
WestEnd Advisors
North Carolina
$1.89K +$1.48K +19 +190%
VWA
1852
Valued Wealth Advisors
Utah
$1.7K – – –
PWA
1853
Principia Wealth Advisory
Texas
$1.66K -$156 -2 -7%
IA
1854
IFS Advisors
Kansas
$1.63K -$1.95K -25 -50%
LIA
1855
Luken Investment Analytics
Tennessee
$1.63K – – –
WTFG
1856
Wood Tarver Financial Group
Idaho
$1.5K – – –
IAS
1857
IMA Advisory Services
Colorado
$1.44K +$1.71K +22 New
ECM
1858
Estabrook Capital Management
New York
$1.37K – – –
CFS
1859
CGC Financial Services
Oregon
$1.3K – – –
PWM
1860
Parkworth Wealth Management
California
$1.11K – – –
SJIM
1861
St. Johns Investment Management
Florida
$1.11K – – –
BMC
1862
Bear Mountain Capital
Washington
$1.06K +$1.25K +16 New
PIS
1863
POM Investment Strategies
North Carolina
$1.04K -$3.12K -40 -71%
GFL
1864
Granite FO LLC
New Hampshire
$1.04K – – –
AP
1865
Aspect Partners
Virginia
$1.04K +$312 +4 +33%
WCM
1866
Winthrop Capital Management
Indiana
$1K -$310K -3,979 -100%
HFS
1867
Horizon Financial Services
North Carolina
$979 +$1.17K +15 New
DFA
1868
DHJJ Financial Advisors
Illinois
$849 – – –
EWA
1869
EQ Wealth Advisors
Texas
$848 +$1.01K +13 New
BHWM
1870
Bay Harbor Wealth Management
Maryland
$783 +$935 +12 New
CAC
1871
Core Alternative Capital
Georgia
$718 -$1.56K -20 -65%
WCM
1872
WealthTrak Capital Management
Virginia
$653 -$4.6K -59 -86%
FS
1873
Financially Speaking
Colorado
$653 – – –
RDFA
1874
Ritter Daniher Financial Advisory
Ohio
$653 – – –
OCM
1875
Osterweis Capital Management
California
$653 +$779 +10 New
73 74
75
76 77