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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
201
HM Payson & Co
Maine
$2.83K – – –
OIA
202
Optimum Investment Advisors
Illinois
$2.83K – – –
SIS
203
Strategic Investment Solutions
Illinois
$2.83K +$4.24K +25 New
MWM
204
Mascoma Wealth Management
New Hampshire
$2.62K – – –
PFG
205
Piershale Financial Group
Illinois
$2.55K +$1.36K +8 +53%
JWM
206
Janiczek Wealth Management
Colorado
$2.53K +$4.58K +27 New
FA
207
Financial Avengers
California
$2.38K – – –
SHIM
208
Stone House Investment Management
Pennsylvania
$2.15K +$3.22K +19 New
RG
209
Retirement Group
California
$2K +$1.36K +8 +100%
PA
210
PSI Advisors
Florida
$1.7K – – –
BAM
211
Belpointe Asset Management
Nevada
$1.47K – – –
CHC
212
City Holding Co
West Virginia
$1.42K – – –
TAM
213
Tucker Asset Management
Colorado
$1.37K +$2.03K +12 New
GI
214
Gradient Investments
Minnesota
$1.34K – – –
BIA
215
Bell Investment Advisors
California
$1.32K -$1.36K -8 -40%
AA
216
Ancora Advisors
Ohio
$1.1K +$1.7K +10 New
BFEC
217
Benjamin F. Edwards & Company
Missouri
$1K – – –
AFG
218
Albion Financial Group
Utah
$766 – – –
SIS
219
Sound Income Strategies
Florida
$692 +$1.02K +6 New
CT
220
Clearstead Trust
Maine
$567 – – –
IGWM
221
ICA Group Wealth Management
Colorado
$567 – – –
PA
222
Parallel Advisors
California
$561 – – –
MTIC
223
Missouri Trust & Investment Company
Missouri
$312 – – –
S
224
SignatureFD
Georgia
$295 +$169 +1 +50%
HI
225
Harbour Investments
Wisconsin
$255 -$2.54K -15 -88%
7 8
9
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