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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1201
Joseph P. Lucia & Associates
New York
$7K – – –
LWA
1202
Lenox Wealth Advisors
New York
$7K – – –
RDFA
1203
Ritter Daniher Financial Advisory
Ohio
$7K – – –
WOC
1204
West Oak Capital
California
$7K – – –
PWMG
1205
Prestige Wealth Management Group
New Jersey
$7K +$3K +20 +67%
CFA
1206
Cahill Financial Advisors
Minnesota
$7K +$7.49K +50 New
EIP
1207
Ellis Investment Partners
Pennsylvania
$6K – – –
MS
1208
Mizuho Securities
Japan
$6K – – –
BA
1209
Bellwether Advisors
Nebraska
$6K +$7.49K +50 New
EWM
1210
Edge Wealth Management
New York
$5K – – –
AWM
1211
Adams Wealth Management
Utah
$5K +$5.99K +40 New
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$4K -$86.9K -580 -95%
HA
1213
Herold Advisors
New York
$4K +$4.5K +30 New
AWMS
1214
Advocacy Wealth Management Services
Georgia
$3K – – –
HDIM
1215
Hanson & Doremus Investment Management
Vermont
$3K +$3K +20 New
KIG
1216
Kowal Investment Group
Wisconsin
$3K +$3K +20 New
RWM
1217
Raffa Wealth Management
District of Columbia
$2.71K – – –
GPA
1218
Guidance Point Advisors
Massachusetts
$2K +$3K +20 New
LTI
1219
Laffer Tengler Investments
Tennessee
$1.35K +$1.5K +10 New
EFSCE
1220
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$42K -280 -97%
PFGIA
1221
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$33K -220 -96%
CCC
1222
Crescent Capital Consulting
Louisiana
$1K – – –
MIM
1223
Macroview Investment Management
Maryland
$1K – – –
AWM
1224
Atticus Wealth Management
Florida
$1K +$1.5K +10 New
CPC
1225
Consolidated Planning Corp
Georgia
$1K +$1.5K +10 New
47 48
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50 51