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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1926
Annapolis Financial Services
Maryland
$12.8K -$3.76K -47 -21%
TCA
1927
Trifecta Capital Advisors
Illinois
$12.7K +$14.3K +179 New
RCG
1928
Rock Creek Group
District of Columbia
$12.2K – – –
RG
1929
Retirement Group
California
$12K +$2.88K +36 +28%
LSA
1930
Lansing Street Advisors
Pennsylvania
$11.9K +$1.12K +14 +9%
SWM
1931
Sanctuary Wealth Management
Idaho
$11.8K +$13.3K +166 New
KIA
1932
Kraematon Investment Advisors
Massachusetts
$11.8K +$13.2K +165 New
DCBT
1933
Dakota Community Bank & Trust
North Dakota
$11K -$25.2K -315 -67%
BAM
1934
Baldrige Asset Management
Pennsylvania
$11K – – –
KA
1935
Kozak & Associates
Colorado
$11K – – –
PPWM
1936
PFG Private Wealth Management
Florida
$11K – – –
SA
1937
SRH Advisors
Kansas
$11K – – –
WOSD
1938
WFA of San Diego
California
$10.7K +$12K +150 New
MCA
1939
Maryland Capital Advisors
Maryland
$10.4K – – –
ARS
1940
Adirondack Retirement Specialists
New York
$9.69K – – –
FSWA
1941
Financial Synergies Wealth Advisors
Texas
$9.62K – – –
FWA
1942
Freedom Wealth Alliance
Wisconsin
$8.9K +$10K +125 New
JMF
1943
Johnson Midwest Financial
Iowa
$8K -$89.3K -1,116 -91%
AW
1944
Avion Wealth
Texas
$8K – – –
SIA
1945
SkyView Investment Advisors
New Jersey
$8K – – –
CBT
1946
CoreFirst Bank & Trust
Kansas
$7.76K -$1.52K -19 -15%
FPFS
1947
First Personal Financial Services
North Carolina
$7.69K -$32.6K -407 -79%
GG
1948
Gleason Group
Kentucky
$7.48K -$100K -1,250 -92%
GIS
1949
Grayhawk Investment Strategies
Alberta, Canada
$7.19K – – –
CSC
1950
Caldwell Sutter Capital
California
$7.19K +$8.08K +101 New
76 77
78
79 80