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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
901
Private Ocean
California
$4K +$3.83K +11 New
TFP
902
Tilia Fiduciary Partners
North Carolina
$4K +$3.83K +11 New
FCMA
903
Foresight Capital Management Advisors
Michigan
$4K +$4.18K +12 New
LWA
904
Lenox Wealth Advisors
New York
$4K +$4.18K +12 New
BBPWM
905
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4.53K +13 New
SWA
906
Sutton Wealth Advisors
Florida
$3.05K +$1.74K +5 +125%
DCM
907
Davidson Capital Management
Texas
$3K -$697 -2 -20%
CFFP
908
Center for Financial Planning
Michigan
$3K – – –
HWA
909
HHM Wealth Advisors
Tennessee
$3K – – –
MA
910
Montag & Associates
Georgia
$3K – – –
TAIM
911
TD Ameritrade Investment Management
Nebraska
$3K +$3.14K +9 New
CSB
912
City State Bank
Iowa
$3K +$3.48K +10 New
CWM
913
Curi Wealth Management
North Carolina
$3K +$3.48K +10 New
FCG
914
Financial Connections Group
California
$3K +$3.48K +10 New
KFS
915
Kelly Financial Services
Massachusetts
$2.37K – – –
CWC
916
Carolinas Wealth Consulting
North Carolina
$2K -$29.3K -84 -94%
EWM
917
Edge Wealth Management
New York
$2K -$348 -1 -17%
AIP
918
Ameritas Investment Partners
Nebraska
$2K – – –
LF
919
Lee Financial
Texas
$2K – – –
SIS
920
Sound Income Strategies
Florida
$2K – – –
CWA
921
Clearview Wealth Advisors
Oregon
$2K +$2.09K +6 New
IRC
922
Investors Research Corp
Georgia
$1K – – –
GCS
923
Gordian Capital (Singapore)
Singapore
$1K +$348 +1 New
BWL
924
Bogart Wealth LLC
Virginia
$1K +$1.04K +3 New
CAL
925
Capital Advisors Ltd
Ohio
$1K +$1.04K +3 New
35 36
37
38 39