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Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
3001
Barnes Dennig Private Wealth Management
Ohio
$10.9K – – –
RTL
3002
Red Tortoise LLC
Georgia
$10.7K – – –
PWM
3003
Parkworth Wealth Management
California
$10.3K +$3.25K +75 +46%
MAM
3004
Marquette Asset Management
Minnesota
$9.65K – – –
WCM
3005
WealthTrak Capital Management
Virginia
$8.87K +$1.73K +40 +24%
BCPWM
3006
Bradley & Co Private Wealth Management
Florida
$8.65K – – –
CTC
3007
Cetera Trust Company
Minnesota
$8.57K – – –
SWIG
3008
Strategic Wealth Investment Group
Kentucky
$8.31K +$8.31K +192 New
ICM
3009
Islay Capital Management
Texas
$8.22K – – –
BHWM
3010
Bay Harbor Wealth Management
Maryland
$8.05K +$5.24K +121 +186%
RF
3011
Robinswood Financial
Washington
$7.08K -$13.1K -302 -65%
SAS
3012
Spurstone Advisory Services
Connecticut
$6.97K – – –
CW
3013
Curio Wealth
Maryland
$6.88K +$6.84K +158 +15,800%
KHC
3014
Koesten Hirschmann & Crabtree
Kansas
$6.49K +$6.5K +150 New
CFG
3015
Chapman Financial Group
Hawaii
$6.23K +$6.24K +144 New
WA
3016
WestEnd Advisors
North Carolina
$6.19K +$2.12K +49 +52%
PA
3017
Pineridge Advisors
Missouri
$6.11K +$1.04K +24 +21%
EA
3018
Evolution Advisers
Virginia
$6K – – –
WTFG
3019
Wood Tarver Financial Group
Idaho
$6K – – –
TFA
3020
Toth Financial Advisory
Virginia
$5.8K +$260 +6 +5%
HCM
3021
Horrell Capital Management
Arkansas
$5.63K – – –
NWM
3022
Nova Wealth Management
Florida
$5.48K +$5.5K +127 New
HWM
3023
HighMark Wealth Management
Minnesota
$5.42K +$2.12K +49 +64%
SFCL
3024
Strengthening Families & Communities LLC
Massachusetts
$5.03K +$1.3K +30 +35%
CWM
3025
Copia Wealth Management
Oregon
$4.93K – – –
119 120
121
122 123