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Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
1301
Interactive Financial Advisors
Illinois
$14K +$14.6K +100 New
MTWM
1302
Masso Torrence Wealth Management
New Jersey
$14K +$14.6K +100 New
BC
1303
Burleson & Co
California
$12K – – –
TJHA
1304
Thomas J. Herzfeld Advisors
Florida
$12K – – –
HS
1305
Horan Securities
United States
$12K +$13.2K +90 New
AW
1306
Avion Wealth
Texas
$11K – – –
EIP
1307
Ellis Investment Partners
Pennsylvania
$11K +$4.38K +30 +60%
GAM
1308
Gemmer Asset Management
California
$10K – – –
CWM
1309
Curi Wealth Management
North Carolina
$9K +$10.2K +70 New
JRFS
1310
James Reed Financial Services
Ohio
$9K +$10.2K +70 New
PCTC
1311
Perkins Coie Trust Company
Washington
$8K -$43.8K -300 -83%
HWM
1312
Holloway Wealth Management
Florida
$8K – – –
FMP
1313
Financial Management Professionals
Texas
$7K – – –
FPB
1314
First PREMIER Bank
South Dakota
$7K – – –
LWA
1315
Lenox Wealth Advisors
New York
$7K – – –
PWMG
1316
Prestige Wealth Management Group
New Jersey
$7K – – –
RDFA
1317
Ritter Daniher Financial Advisory
Ohio
$7K – – –
WOC
1318
West Oak Capital
California
$7K – – –
BAM
1319
Byrne Asset Management
New Jersey
$7K +$7.31K +50 New
MTIC
1320
Missouri Trust & Investment Company
Missouri
$7K +$7.31K +50 New
RMC
1321
Resources Management Corp
Connecticut
$7K +$7.31K +50 New
MS
1322
Mizuho Securities
Japan
$6K -$1.46K -10 -20%
BA
1323
Bellwether Advisors
Nebraska
$6K – – –
EWM
1324
Edge Wealth Management
New York
$6K – – –
EFS
1325
Econ Financial Services
Pennsylvania
$6K +$5.84K +40 New
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