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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1101
Kings Point Capital Management
New York
$10K -$2.81K -78 -21%
SWA
1102
SOA Wealth Advisors
New York
$10K – – –
CWC
1103
Carolinas Wealth Consulting
North Carolina
$10K +$9.85K +274 New
OCM
1104
Orion Capital Management
California
$10K +$10.2K +284 New
BWA
1105
BDO Wealth Advisors
Florida
$9K -$10.6K -294 -55%
HCM
1106
Highlander Capital Management
New Jersey
$9K – – –
SFCL
1107
Strengthening Families & Communities LLC
Massachusetts
$9K +$9.49K +264 New
CCMW
1108
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
NSIM
1109
North Star Investment Management
Illinois
$8K – – –
EC
1110
Elequin Capital
New York
$8K +$8.52K +237 New
CT
1111
Caldwell Trust
Florida
$7.14K -$7.19K -200 -50%
BLC
1112
Brown, Lisle/Cummings
Rhode Island
$7.14K – – –
BCWM
1113
Bartlett & Co Wealth Management
Ohio
$7.14K +$7.19K +200 New
PMFA
1114
Plante Moran Financial Advisors
Michigan
$7K -$28.9K -804 -80%
HFA
1115
HC Financial Advisors
California
$7K -$180 -5 -2%
AW
1116
Avion Wealth
Texas
$7K – – –
EL
1117
EMFO LLC
Florida
$7K – – –
IRC
1118
Investors Research Corp
Georgia
$7K +$396 +11 +6%
BC
1119
Bartlett & Co
Ohio
$7K +$7.19K +200 New
BA
1120
Bivin & Associates
Oklahoma
$7K +$7.19K +200 +2,000%
RWM
1121
Raffa Wealth Management
District of Columbia
$6.07K – – –
AAP
1122
Arax Advisory Partners
Colorado
$6K – – –
TFP
1123
Tilia Fiduciary Partners
North Carolina
$6K – – –
WOC
1124
West Oak Capital
California
$6K +$1.44K +40 +31%
BBPWM
1125
Blue Bell Private Wealth Management
Pennsylvania
$6K +$4.13K +115 +230%
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