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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2401
Barnett & Company
Tennessee
$23K -$7.25K -35 -26%
APW
2402
Acima Private Wealth
Virginia
$23K – – –
CHA
2403
Carmichael Hill & Associates
Maryland
$23K – – –
FA
2404
Financial Advantage
Maryland
$23K – – –
PP
2405
PrairieView Partners
Minnesota
$23K – – –
APWA
2406
Atlas Private Wealth Advisors
New Jersey
$23K +$10.8K +52 +111%
MLFP
2407
MPS Loria Financial Planners
Illinois
$23K +$20.3K +98 New
FPCG
2408
Fort Pitt Capital Group
Pennsylvania
$23K +$20.7K +100 New
SFP
2409
Sterling Financial Planning
New Jersey
$23K +$20.7K +100 New
FMP
2410
Financial Management Professionals
Texas
$21K -$3.73K -18 -17%
AA
2411
Addison Advisors
Vermont
$21K +$18.6K +90 New
HMS
2412
Hanseatic Management Services
New Mexico
$19K – – –
LS
2413
Leelyn Smith
Illinois
$19K – – –
SWM
2414
Selective Wealth Management
Virginia
$19K – – –
DCM
2415
Disciplina Capital Management
Tennessee
$18.3K +$16.2K +78 New
MS
2416
Marshall & Sullivan
Washington
$16.2K -$2.54M -12,256 -76%
TIM
2417
Tortoise Investment Management
New York
$15K – – –
GLLW
2418
Graves Light Lenhart Wealth
Virginia
$14K +$12.6K +61 New
CBT
2419
CoreFirst Bank & Trust
Kansas
$13K +$11.4K +55 New
FPFS
2420
First Personal Financial Services
North Carolina
$13K +$11.8K +57 New
APWM
2421
Atlas Private Wealth Management
New York
$11K – – –
SA
2422
SRH Advisors
Kansas
$11K +$5.18K +25 +104%
ADIM
2423
Alpha DNA Investment Management
Maryland
$11K +$9.74K +47 New
SFA
2424
Semmax Financial Advisors
North Carolina
$10K – – –
HS
2425
Horan Securities
United States
$10K +$2.49K +12 +41%
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97
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