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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
826
Hartford Financial Management
Connecticut
$11K – – –
SWM
827
Sugarloaf Wealth Management
Georgia
$11K – – –
WT
828
Washington Trust
Rhode Island
$11K +$9.89K +310 New
TWA
829
TCI Wealth Advisors
Arizona
$10K +$8.46K +265 +883%
ADIM
830
Alpha DNA Investment Management
Maryland
$9K -$1.13M -35,505 -99%
RFA
831
Reilly Financial Advisors
California
$9K – – –
BBHC
832
Brown Brothers Harriman & Co
New York
$9K +$7.02K +220 +550%
SSC
833
Syverson Strege & Co
Iowa
$9K +$7.98K +250 New
HFA
834
Hoover Financial Advisors
Pennsylvania
$8K -$957 -30 -13%
EWM
835
Endurance Wealth Management
Rhode Island
$8K – – –
HI
836
Hudock Inc
Pennsylvania
$8K – – –
KFS
837
Kelly Financial Services
Massachusetts
$6.55K – – –
FI
838
FormulaFolio Investments
Michigan
$6K -$249K -7,790 -98%
LAS
839
Lloyd Advisory Services
Georgia
$6K -$2.87K -90 -35%
ADL
840
Asset Dedication LLC
California
$6K – – –
CHC
841
City Holding Co
West Virginia
$6K – – –
FMP
842
Financial Management Professionals
Texas
$6K – – –
AW
843
Avion Wealth
Texas
$5K – – –
CA
844
Crewe Advisors
Utah
$5K – – –
VCM
845
Versant Capital Management
Arizona
$5K – – –
CWP
846
Concord Wealth Partners
Virginia
$5K +$4.95K +155 New
CFFP
847
Center for Financial Planning
Michigan
$4K – – –
PWMG
848
Prestige Wealth Management Group
New Jersey
$4K – – –
TFO
849
Tarbox Family Office
California
$4K – – –
TC
850
Truvestments Capital
Florida
$4K – – –
32 33
34
35 36