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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1026
Blume Capital Management
California
$16K – – –
CFG
1027
CKW Financial Group
Hawaii
$16K – – –
HWM
1028
HighMark Wealth Management
Minnesota
$15K -$107K -2,580 -85%
BWP
1029
Baldwin Wealth Partners
Massachusetts
$15K – – –
LWANC
1030
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$1.24K +30 +8%
SIC
1031
Salem Investment Counselors
North Carolina
$15K +$12.4K +300 +250%
DSC
1032
Duncker Streett & Co
Missouri
$14K – – –
PFSC
1033
Peoples Financial Services Corp
Pennsylvania
$14K +$1.24K +30 +8%
TWP
1034
TFO Wealth Partners
Ohio
$14K +$8.08K +195 +87%
JCM
1035
Jacobi Capital Management
Pennsylvania
$13K -$9.33K -225 -38%
APWM
1036
Atlas Private Wealth Management
New York
$13K – – –
LWA
1037
Lowe Wealth Advisors
Maryland
$13K +$12.4K +300 +400%
IBOK
1038
Independence Bank of Kentucky
Kentucky
$13K +$15.5K +375 New
GSC
1039
G&S Capital
Colorado
$13K +$16.2K +390 New
SL
1040
Savior LLC
Massachusetts
$12K – – –
EWA
1041
Evolution Wealth Advisors
Florida
$10K -$72.8M -1,755,795 -100%
SFA
1042
Semmax Financial Advisors
North Carolina
$10K -$4.97K -120 -29%
CAL
1043
Capital Advisors Ltd
Ohio
$10K – – –
NEIRG
1044
New England Investment & Retirement Group
Massachusetts
$10K +$12.4K +300 New
WQ
1045
Wealth Quarterback
New Jersey
$9.43K +$2.49K +60 +29%
CYG
1046
Clean Yield Group
Vermont
$9K -$24.9K -600 -70%
DTIM
1047
Danda Trouve Investment Management
Kansas
$9K -$1.86K -45 -15%
IWP
1048
IAG Wealth Partners
Wisconsin
$9K – – –
CWM
1049
Cranbrook Wealth Management
Michigan
$9K +$10.6K +255 New
CFN
1050
Cordasco Financial Network
Florida
$8K +$9.33K +225 New
40 41
42
43 44