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Name Holding Trade Value Shares
Change 		Change in
Stake
EBSAM
2101
Eubel Brady & Suttman Asset Management
Ohio
$153K -$158K -1,400 -50%
EAM
2102
Eukles Asset Management
Ohio
$151K +$153K +1,351 New
JEST
2103
JTC Employer Solutions Trustee
Jersey
$140K +$141K +1,250 New
CG
2104
Cutler Group
California
$139K -$124K -1,098 -47%
HF
2105
Halpern Financial
Virginia
$132K – – –
EI
2106
Ellevest Inc
New York
$129K -$370K -3,275 -74%
SIS
2107
Sound Income Strategies
Florida
$129K +$1.24K +11 +1%
HS
2108
Horan Securities
United States
$127K +$1.13K +10 +0.9%
CA
2109
Crewe Advisors
Utah
$124K -$3.28K -29 -3%
HCM
2110
Highlander Capital Management
New Jersey
$117K +$5.65K +50 +5%
RDWM
2111
Red Door Wealth Management
Tennessee
$112K +$114K +1,007 New
SC
2112
Sierra Capital
Florida
$110K – – –
BA
2113
Bellwether Advisors
Nebraska
$109K -$1.36K -12 -1%
CC
2114
Centiva Capital
New York
$105K -$755K -6,676 -88%
SMG
2115
Spectrum Management Group
Indiana
$104K – – –
YAL
2116
Your Advocates Ltd
Texas
$102K – – –
FFG
2117
Ford Financial Group
California
$102K +$104K +916 New
PSB
2118
Piscataqua Savings Bank
New Hampshire
$99K – – –
HI
2119
Hudock Inc
Pennsylvania
$97K +$339 +3 +0.3%
MAWCM
2120
Mine & Arao Wealth Creation & Management
California
$96K +$452 +4 +0.5%
MWC
2121
MBM Wealth Consultants
Missouri
$95K – – –
PWP
2122
Personal Wealth Partners
Minnesota
$93K +$93.6K +828 New
WBC
2123
West Branch Capital
Massachusetts
$93K +$93.8K +830 New
TWM
2124
Tradition Wealth Management
Minnesota
$89K -$455K -4,026 -84%
OCM
2125
Orion Capital Management
California
$88K – – –
83 84
85
86 87