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