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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2551
Lugano Financial Advisors SA (LFA)
Switzerland
$38K +$16.1K +100 +74%
FS
2552
Financially Speaking
Colorado
$37.7K – – –
RWM
2553
Raffa Wealth Management
District of Columbia
$37.2K -$161 -1 -0.4%
SWIM
2554
Smallwood Wealth Investment Management
New Jersey
$36.9K +$2.42K +15 +7%
OAJ
2555
Ogorek Anthony Joseph
New York
$36K +$2.26K +14 +7%
DWM
2556
Dogwood Wealth Management
Kansas
$35.8K +$646 +4 +2%
SRCM
2557
Signature Resources Capital Management
California
$35.4K +$22.3K +138 +170%
EWM
2558
Evolution Wealth Management
Florida
$35.3K -$4.03K -25 -10%
T
2559
Transce3nd
Texas
$34.8K -$1.11M -6,881 -96%
KSWA
2560
Kathleen S. Wright Associates
Pennsylvania
$34.6K +$1.61K +10 +5%
SIC
2561
SJS Investment Consulting
Ohio
$33.7K -$101K -626 -75%
EPIM
2562
Evelyn Partners Investment Management
$32.4K -$7.26K -45 -18%
PCC
2563
Park Circle Company
Maryland
$32.4K – – –
DWA
2564
Delos Wealth Advisors
Texas
$32.4K +$16.1K +100 +100%
AF
2565
Aviso Financial
Ontario, Canada
$32.4K +$25.8K +160 +400%
ACA
2566
American Capital Advisory
Idaho
$32.2K -$24.2K -150 -43%
TWM
2567
Tripletail Wealth Management
Florida
$31.7K +$23.6K +146 New
EWM
2568
Evermay Wealth Management
Virginia
$30.7K – – –
RBC
2569
Roble Belko & Company
Pennsylvania
$30K +$1.77K +11 +6%
RDFA
2570
Ritter Daniher Financial Advisory
Ohio
$29.1K – – –
IA
2571
IFS Advisors
Kansas
$29.1K – – –
CCMI
2572
Creative Capital Management Investments
California
$29K -$193K -1,198 -87%
TFM
2573
TFC Financial Management
Massachusetts
$28.2K – – –
GGI
2574
Godsey & Gibb Inc
Virginia
$27.2K -$4.84K -30 -15%
NCM
2575
Northwest Capital Management
Oregon
$27.2K – – –
101 102
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