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Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1951
Caldwell Sutter Capital
California
$7.19K +$8.08K +101 New
GGI
1952
Godsey & Gibb Inc
Virginia
$7.12K +$8K +100 New
AA
1953
Addison Advisors
Vermont
$7.05K -$5.28K -66 -40%
JGCM
1954
Joseph Group Capital Management
Ohio
$7K -$16K -200 -67%
TCWA
1955
Ten Capital Wealth Advisors
Washington
$6.84K -$4.72K -59 -38%
FFA
1956
Fairfield Financial Advisors
Massachusetts
$6.2K – – –
RCM
1957
Raleigh Capital Management
North Carolina
$6.05K -$13.4K -168 -66%
GFWA
1958
Grey Fox Wealth Advisors
Delaware
$5.91K +$6.64K +83 New
MS
1959
Madden Securities
Texas
$4.63K +$5.2K +65 New
HNWAG
1960
High Net Worth Advisory Group
Florida
$4.49K – – –
TIM
1961
Tortoise Investment Management
New York
$4.27K – – –
RBC
1962
Roble Belko & Company
Pennsylvania
$4K – – –
RAM
1963
Riggs Asset Management
Pennsylvania
$3.56K – – –
MSCM
1964
McElhenny Sheffield Capital Management
Texas
$3.44K +$15K +187 New
PS
1965
PayPay Securities
Japan
$3.42K +$3.84K +48 New
SC
1966
Stephens Consulting
Michigan
$3.21K – – –
SC
1967
Schubert & Co
Texas
$3.13K -$2.8K -35 -44%
CMP
1968
Coston McIsaac & Partners
Maine
$3K – – –
SFA
1969
Semmax Financial Advisors
North Carolina
$3K – – –
IAA
1970
Independent Advisor Alliance
North Carolina
$2.99K +$1.3M +16,250 +63%
CHA
1971
Carmichael Hill & Associates
Maryland
$2.85K -$320 -4 -9%
PP
1972
PFS Partners
New Jersey
$2.85K – – –
GWSA
1973
Global Wealth Strategies & Associates
Colorado
$2.78K +$3.12K +39 New
KFS
1974
Kelly Financial Services
Massachusetts
$2.71K – – –
LS
1975
Leelyn Smith
Illinois
$2.71K – – –
77 78
79
80 81