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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1526
Horizon Financial Services
North Carolina
$3.46K +$3K +30 New
SA
1527
Scarborough Advisors
Maryland
$3.46K +$3K +30 New
MPW
1528
MASECO Private Wealth
$3.46K +$3K +30 New
KIM
1529
Kestra Investment Management
Texas
$3.34K – – –
M
1530
MOTCO
Texas
$3.06K – – –
RBC
1531
Roble Belko & Company
Pennsylvania
$3K – – –
RWS
1532
Retirement Wealth Solutions
Wisconsin
$2.88K – – –
BHWM
1533
Beaird Harris Wealth Management
Texas
$2.35K +$2K +20 New
CSC
1534
Caldwell Sutter Capital
California
$2.31K -$2K -20 -50%
ACA
1535
American Capital Advisory
Idaho
$2.31K – – –
DSC
1536
Duncker Streett & Co
Missouri
$2.31K – – –
WAS
1537
Winch Advisory Services
Wisconsin
$2.19K – – –
PCFFS
1538
Pacific Center for Financial Services
California
$2.08K – – –
PWAM
1539
Private Wealth Asset Management
Iowa
$2.08K – – –
TWD
1540
True Wealth Design
Ohio
$1.85K -$100 -1 -6%
LIS
1541
Legacy Investment Solutions
Idaho
$1.85K +$1.6K +16 New
LWMI
1542
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.6K +16 New
RFS
1543
Richardson Financial Services
Massachusetts
$1.73K -$400 -4 -21%
BCM
1544
Blume Capital Management
California
$1.5K +$500 +5 +63%
CVM
1545
Cheviot Value Management
California
$1.5K – – –
NECFA
1546
New England Capital Financial Advisors
Connecticut
$1.27K – – –
BCH
1547
Berkshire Capital Holdings
California
$1.15K -$8.85M -88,490 -100%
GWP
1548
Gen-Wealth Partners
Michigan
$1.15K -$1K -10 -50%
AAG
1549
Accordant Advisory Group
Maryland
$1.15K +$1K +10 New
ITIM
1550
Indiana Trust & Investment Management
Indiana
$1.15K +$1K +10 New
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