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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1026
Keener Financial Planning
Texas
$5K – – –
ZB
1027
Zions Bancorporation
Utah
$4.85K -$221K -1,139 -97%
BBPWM
1028
Blue Bell Private Wealth Management
Pennsylvania
$4.85K -$582 -3 -9%
GC
1029
Gould Capital
Washington
$4.85K – – –
CT
1030
Cambridge Trust
Massachusetts
$4.85K +$4.27K +22 +275%
PCA
1031
Providence Capital Advisors
North Carolina
$4.85K +$5.82K +30 New
APM
1032
a16z Perennial Management
California
$4.53K – – –
CPG
1033
Cornerstone Planning Group
New Jersey
$4.46K -$4.07K -21 -43%
SC
1034
Stephens Consulting
Michigan
$4.36K – – –
AWM
1035
Atticus Wealth Management
Florida
$4.2K – – –
JWA
1036
JFS Wealth Advisors
Pennsylvania
$4.2K +$1.94K +10 +63%
MIM
1037
Macroview Investment Management
Maryland
$4.04K -$7.17K -37 -60%
BHWM
1038
Beaird Harris Wealth Management
Texas
$4.04K – – –
BAM
1039
Bellevue Asset Management
Washington
$4.04K – – –
OPTFSNA
1040
Old Point Trust & Financial Services N A
Virginia
$4.04K +$4.85K +25 New
RCM
1041
Raleigh Capital Management
North Carolina
$4.04K +$4.85K +25 New
NL
1042
NVWM LLC
Pennsylvania
$3.88K -$818K -4,218 -99%
CIA
1043
Cape Investment Advisory
Georgia
$3.88K -$2.52K -13 -35%
BC
1044
Belmont Capital
California
$3.72K – – –
RAM
1045
Riggs Asset Management
Pennsylvania
$3.72K +$776 +4 +21%
WIA
1046
Wetzel Investment Advisors
Indiana
$3.71K – – –
SHIM
1047
Stone House Investment Management
Pennsylvania
$3.39K – – –
TC
1048
Truvestments Capital
Florida
$3.39K – – –
CYG
1049
Clean Yield Group
Vermont
$3.23K – – –
CB
1050
CNB Bank
Pennsylvania
$3.23K – – –
40 41
42
43 44