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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1001
TFC Financial Management
Massachusetts
$11.4K – – –
HCM
1002
Highlander Capital Management
New Jersey
$11.3K – – –
HGERS
1003
Householder Group Estate & Retirement Specialist
Arizona
$11K +$4.23K +25 +71%
ACA
1004
American Capital Advisory
Idaho
$10.9K +$9.3K +55 New
BFPW
1005
BOK Financial Private Wealth
Colorado
$10.9K +$9.3K +55 New
KFI
1006
Key Financial Inc
Pennsylvania
$10.3K – – –
WTG
1007
West Tower Group
Virginia
$10.3K +$8.79K +52 New
FWM
1008
Focused Wealth Management
New York
$9.95K – – –
CPG
1009
Cornerstone Planning Group
New Jersey
$9.75K +$4.57K +27 +123%
SWA
1010
SOA Wealth Advisors
New York
$9.55K – – –
GBT
1011
Grove Bank & Trust
Florida
$9.15K – – –
VL
1012
Vima LLC
Michigan
$9.15K +$7.78K +46 New
PPC
1013
Park Place Capital
Alabama
$8.36K – – –
WAS
1014
Winch Advisory Services
Wisconsin
$8.16K +$6.93K +41 New
CAL
1015
Capital Advisors Ltd
Ohio
$8K – – –
HCP
1016
Hexagon Capital Partners
Arkansas
$7.96K – – –
WT
1017
Washington Trust
Rhode Island
$7.96K – – –
WAM
1018
WFA Asset Management
Wisconsin
$7.96K – – –
CFO
1019
CVA Family Office
Colorado
$7.96K +$6.76K +40 New
VWWMG
1020
Vermillion & White Wealth Management Group
Pennsylvania
$7.96K +$6.76K +40 New
OP
1021
ORG Partners
Indiana
$7.76K -$2.2K -13 -25%
CIA
1022
Cape Investment Advisory
Georgia
$7.36K – – –
CSC
1023
Caldwell Sutter Capital
California
$7.36K +$1.52K +9 +32%
AWM
1024
Avior Wealth Management
Nebraska
$6.96K – – –
BONH
1025
Bank of New Hampshire
New Hampshire
$6.96K – – –
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