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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1301
Painted Porch Advisors
California
$7.68K – – –
GGI
1302
Godsey & Gibb Inc
Virginia
$7.68K +$4.2K +6 +120%
HHGA
1303
Halbert Hargrove Global Advisors
California
$7.68K +$7.69K +11 New
BCH
1304
Berkshire Capital Holdings
California
$6.98K – – –
PWMG
1305
Prestige Wealth Management Group
New Jersey
$6.28K -$1.4K -2 -18%
BCM
1306
Blume Capital Management
California
$6.28K -$699 -1 -10%
FC
1307
Financial Consulate
Maryland
$6.28K +$6.29K +9 New
IW
1308
Imprint Wealth
South Carolina
$6.28K +$6.29K +9 New
MAFA
1309
MJT & Associates Financial Advisory
Minnesota
$6.28K +$6.29K +9 New
TIM
1310
Tortoise Investment Management
New York
$5.58K +$2.1K +3 +60%
PWA
1311
Principia Wealth Advisory
Texas
$5.58K +$3.5K +5 +167%
AG
1312
AmeriFlex Group
Nevada
$5.58K +$5.59K +8 New
CMA
1313
Cedar Mountain Advisors
Oregon
$5.58K +$5.59K +8 New
MA
1314
MCF Advisors
Kentucky
$5.58K +$5.59K +8 New
CMBA
1315
C.M. Bidwell & Associates
Hawaii
$4.89K – – –
BWL
1316
Bogart Wealth LLC
Virginia
$4.89K +$2.8K +4 +133%
DJSG
1317
D.J. St. Germain
Massachusetts
$4.89K +$4.89K +7 New
SA
1318
Seneschal Advisors
Washington
$4.89K +$4.89K +7 New
BLC
1319
Brown, Lisle/Cummings
Rhode Island
$4.66K -$6.99K -10 -59%
WOC
1320
West Oak Capital
California
$4.2K – – –
SWIM
1321
Smallwood Wealth Investment Management
New Jersey
$4.19K – – –
VNA
1322
Valley National Advisers
Pennsylvania
$4K +$2.8K +4 +200%
RF
1323
Rossby Financial
Florida
$3.5K – – –
MSWA
1324
Marshall & Sterling Wealth Advisors
New York
$3.49K -$2.1K -3 -38%
CWP
1325
Concord Wealth Partners
Virginia
$3.49K – – –
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