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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
2251
Core Wealth Advisors (Florida)
Florida
$5K – – –
SFCL
2252
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
APC
2253
Aspire Private Capital
North Carolina
$5K +$4.72K +50 +2,500%
JPLA
2254
Joseph P. Lucia & Associates
New York
$5K +$4.91K +52 New
RCM
2255
Raleigh Capital Management
North Carolina
$5K +$5.66K +60 New
RAM
2256
Riggs Asset Management
Pennsylvania
$4K -$5.23M -55,460 -100%
CHA
2257
Carmichael Hill & Associates
Maryland
$4K – – –
T2I
2258
Turim 21 Investimentos
Brazil
$4K – – –
UFF
2259
USA Financial Formulas
Michigan
$4K +$566 +6 +14%
CI
2260
Cordant Inc
Oregon
$4K +$3.68K +39 New
IUHSA
2261
Itau Unibanco Holding S.A.
Brazil
$3K -$4.53M -48,015 -100%
AA
2262
Addison Advisors
Vermont
$3K -$1.04K -11 -24%
JIR
2263
James Investment Research
Ohio
$3K +$2.92K +31 New
IWP
2264
IAG Wealth Partners
Wisconsin
$3K +$3.4K +36 New
DI
2265
Disciplined Investments
Oklahoma
$3K +$3.49K +37 New
AFS
2266
Annapolis Financial Services
Maryland
$2K – – –
CIR
2267
Clear Investment Research
Georgia
$2K – – –
JMF
2268
Johnson Midwest Financial
Iowa
$2K – – –
PP
2269
PFS Partners
New Jersey
$1.47K – – –
KSWA
2270
Kathleen S. Wright Associates
Pennsylvania
$1K -$472 -5 -36%
MIM
2271
Macroview Investment Management
Maryland
$1K – – –
WA
2272
WestEnd Advisors
North Carolina
$636 -$944 -10 Closed
MG
2273
MilWealth Group
Wisconsin
$273 – – –
CRC
2274
Cedar Rock Capital
United Kingdom
– -$481M -4,110,349 Closed
GCM
2275
Gladstone Capital Management
United Kingdom
– -$97.5M -833,148 Closed
89 90
91
92 93