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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Highlander Capital Management
New Jersey
$6K – – –
EWM
1027
Endurance Wealth Management
Rhode Island
$6K +$6.43K +235 New
OCM
1028
Osterweis Capital Management
California
$5.89K -$7.96K -291 -55%
CCMW
1029
Cypress Capital Management (Wyoming)
Wyoming
$5.81K – – –
GMA
1030
Glassy Mountain Advisors
Maryland
$5.64K +$6.24K +228 New
LF
1031
Lee Financial
Texas
$5.07K – – –
BC
1032
Bartlett & Co
Ohio
$5K – – –
JMF
1033
Johnson Midwest Financial
Iowa
$5K +$5.04K +184 New
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$4.95K – – –
CT
1035
Caldwell Trust
Florida
$4.95K – – –
EWM
1036
Evermay Wealth Management
Virginia
$4.95K – – –
CQS
1037
Credential Qtrade Securities
$4.95K +$5.47K +200 New
DIP
1038
DT Investment Partners
Pennsylvania
$4.95K +$5.47K +200 New
SCA
1039
Stonebridge Capital Advisors
Minnesota
$4.9K – – –
TLA
1040
Tanglewood Legacy Advisors
Texas
$4.85K +$5.36K +196 New
GEA
1041
Glen Eagle Advisors
New Jersey
$4.8K – – –
EL
1042
EMFO LLC
Florida
$4.6K – – –
IRC
1043
Investors Research Corp
Georgia
$4.6K – – –
RWM
1044
Raffa Wealth Management
District of Columbia
$4.2K -$629 -23 -12%
BBPWM
1045
Blue Bell Private Wealth Management
Pennsylvania
$4.08K – – –
DFCM
1046
Dark Forest Capital Management
Puerto Rico
$4.01K -$128K -4,693 -97%
BTI
1047
Blue Trust Inc
Georgia
$4K -$5.36K -196 -57%
IHWM
1048
Iron Horse Wealth Management
Iowa
$4K – – –
SFG
1049
Steward Financial Group
Texas
$4K +$4.93K +180 New
TFP
1050
Tilia Fiduciary Partners
North Carolina
$3.83K – – –
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