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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
3326
Archer Investment Corporation
Indiana
$207K +$66.1K +163 +60%
DF
3327
Downshift Financial
Colorado
$207K +$176K +433 New
RBC
3328
Roble Belko & Company
Pennsylvania
$206K – – –
MWM
3329
Marion Wealth Management
Pennsylvania
$205K +$174K +430 New
WB
3330
West Bancorporation
Iowa
$205K +$174K +430 New
BLWM
3331
Bucket List Wealth Management
Florida
$205K +$174K +429 New
HCP
3332
Holt Capital Partners
Texas
$205K +$174K +429 New
OFS
3333
Opus Financial Solutions
Illinois
$205K +$174K +429 New
WMWM
3334
Whitaker-Myers Wealth Managers
Ohio
$205K +$174K +428 New
SP
3335
Successful Portfolios
Florida
$204K +$190K +468 New
IWM
3336
Iams Wealth Management
Nebraska
$204K +$174K +428 New
CPC
3337
Cadia Private Client
New Jersey
$204K +$174K +428 New
OWM
3338
Orca Wealth Management
Florida
$204K +$174K +428 New
AF
3339
Aldebaran Financial
$203K +$173K +426 New
MSWM
3340
Mowery & Schoenfeld Wealth Management
Illinois
$203K – – –
GG
3341
Greenwood Gearhart
Arkansas
$203K +$172K +425 New
EM
3342
Excalibur Management
Massachusetts
$203K +$172K +424 New
DCM
3343
Dorato Capital Management
Colorado
$202K – – –
PF
3344
Prota Financial
Texas
$202K +$185K +455 New
CFO
3345
Cambient Family Office
Michigan
$202K +$171K +422 New
PCM
3346
Princeton Capital Management
New Jersey
$202K +$171K +422 New
WKSWA
3347
White Knight Strategic Wealth Advisors
New Jersey
$202K +$171K +422 New
MA
3348
Maxele Advisors
Missouri
$201K +$171K +421 New
MWM
3349
McNaughton Wealth Management
California
$201K +$171K +421 New
PVM
3350
Palogic Value Management
Texas
$201K +$171K +421 New