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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
401
tru Independence
Oregon
$22.5K +$22.8K +80 New
GWMIA
402
Global Wealth Management Investment Advisory
Florida
$21K – – –
IFA
403
Interactive Financial Advisors
Illinois
$21K +$21.3K +75 New
CHA
404
Carmichael Hill & Associates
Maryland
$20K +$8.54K +30 +75%
FCA
405
FinTrust Capital Advisors
South Carolina
$19K – – –
TF
406
TimeScale Financial
Massachusetts
$18K +$12.5K +44 +220%
PP
407
PrairieView Partners
Minnesota
$17K +$17.1K +60 New
AWM
408
Avior Wealth Management
Nebraska
$16K +$5.69K +20 +50%
LFG
409
Larson Financial Group
Missouri
$16K +$7.68K +27 +87%
CP
410
Corbenic Partners
Pennsylvania
$16K +$16.5K +58 New
CAM
411
CenterStar Asset Management
Illinois
$15K – – –
HFM
412
Harvest Fund Management
China
$15K +$15.9K +56 New
RPWA
413
Regent Peak Wealth Advisors
Georgia
$14K +$14.2K +50 New
TCWA
414
Ten Capital Wealth Advisors
Washington
$14K +$14.2K +50 New
FPW
415
Flagship Private Wealth
Massachusetts
$13.3K +$14.2K +50 New
SWA
416
SOA Wealth Advisors
New York
$12K +$11.4K +40 New
CAAS
417
Capital Asset Advisory Services
Michigan
$12K +$12.2K +43 New
HR
418
Howe & Rusling
New York
$11K – – –
IAS
419
IMA Advisory Services
Colorado
$11K – – –
WAS
420
Winch Advisory Services
Wisconsin
$11K +$10.8K +38 New
BWM
421
BerganKDV Wealth Management
Minnesota
$11K +$11.4K +40 New
SFP
422
Sterling Financial Planning
New Jersey
$10K +$9.96K +35 New
RWM
423
Raffa Wealth Management
District of Columbia
$9.01K +$7.11K +25 +357%
HPC
424
HM Payson & Co
Maine
$8K -$2.28K -8 -23%
CFO
425
CVA Family Office
Colorado
$8K – – –
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17
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