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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1001
Clearview Wealth Advisors
Oregon
$12K – – –
CWC
1002
Carolinas Wealth Consulting
North Carolina
$12K +$5K +42 +86%
AWM
1003
Activest Wealth Management
Florida
$12K +$11.3K +95 New
FFC
1004
First Financial Corp
Indiana
$11K – – –
KA
1005
Kozak & Associates
Colorado
$11K – – –
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
PFA
1007
Professional Financial Advisors
Nebraska
$10K – – –
ANBT
1008
American National Bank & Trust
Texas
$9K +$8.81K +74 New
WAS
1009
Winch Advisory Services
Wisconsin
$8K – – –
CI
1010
Cordant Inc
Oregon
$8K +$7.38K +62 New
WWP
1011
WR Wealth Planners
Missouri
$7.32K +$6.79K +57 New
HDIM
1012
Hanson & Doremus Investment Management
Vermont
$7K – – –
SCA
1013
Stonebridge Capital Advisors
Minnesota
$7K – – –
TFS
1014
TrustCore Financial Services
Tennessee
$7K – – –
TSWM
1015
Tyler-Stone Wealth Management
Ohio
$7K – – –
ZIG
1016
Zullo Investment Group
Pennsylvania
$7K – – –
SCA
1017
Sandy Cove Advisors
Massachusetts
$7K +$6.08K +51 New
SC
1018
Stephens Consulting
Michigan
$6.55K -$5.96K -50 -50%
TAM
1019
Tucker Asset Management
Colorado
$6.03K – – –
LWCFA
1020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$8.1K -68 -58%
AIP
1021
Ahrens Investment Partners
Louisiana
$6K – – –
AA
1022
Ancora Advisors
Ohio
$6K – – –
TFP
1023
Tilia Fiduciary Partners
North Carolina
$6K – – –
SC
1024
Sierra Capital
Florida
$6K +$1.19K +10 +28%
AWM
1025
Atticus Wealth Management
Florida
$6K +$5.6K +47 New
39 40
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