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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1301
Alerus Financial
North Dakota
$2.26K – – –
CFFP
1302
Center for Financial Planning
Michigan
$2.26K – – –
GWP
1303
Gen-Wealth Partners
Michigan
$2.26K – – –
PB
1304
Pinnacle Bancorp
Nebraska
$2.26K +$2.15K +10 New
APW
1305
Atlantic Private Wealth
North Carolina
$2.23K – – –
OAJ
1306
Ogorek Anthony Joseph
New York
$2K – – –
RWM
1307
Rialto Wealth Management
New York
$1.8K -$14K -65 -89%
KG
1308
Kilter Group
New York
$1.8K – – –
AIP
1309
Ameritas Investment Partners
Nebraska
$1.8K – – –
BHWM
1310
Bay Harbor Wealth Management
Maryland
$1.8K +$215 +1 +14%
AP
1311
Aspect Partners
Virginia
$1.8K +$1.72K +8 New
CT
1312
Colonial Trust
South Carolina
$1.73K -$215 -1 -11%
ACA
1313
American Capital Advisory
Idaho
$1.58K -$215 -1 -13%
FFL
1314
Financial Freedom LLC
Ohio
$1.58K – – –
FNWA
1315
Financial Network Wealth Advisors
Utah
$1.58K – – –
MSWM
1316
Mowery & Schoenfeld Wealth Management
Illinois
$1.58K – – –
WAS
1317
Winch Advisory Services
Wisconsin
$1.58K – – –
GWS
1318
Greykasell Wealth Strategies
California
$1.58K +$1.5K +7 New
CSC
1319
Caldwell Sutter Capital
California
$1.35K – – –
RA
1320
Rise Advisors
New York
$1.35K – – –
EWP
1321
Elevation Wealth Partners
California
$1.13K -$8.59K -40 -89%
CCMI
1322
Creative Capital Management Investments
California
$1.13K +$1.07K +5 New
SWIM
1323
Smallwood Wealth Investment Management
New Jersey
$1.13K – – –
CAL
1324
Capital Advisors Ltd
Ohio
$1K – – –
BFS
1325
Bare Financial Services
Pennsylvania
$902 -$429 -2 -33%
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