Name Holding Trade Value Shares
Change
Change in
Stake
SC
2301
Schubert & Co
Texas
$23K +$13K +53 +123%
KFS
2302
Kelly Financial Services
Massachusetts
$22.9K +$245 +1 +1%
CPFP
2303
Clear Perspectives Financial Planning
Ohio
$22K – – –
EL
2304
EMFO LLC
Florida
$20K – – –
BA
2305
Bellwether Advisors
Nebraska
$20K +$2.21K +9 +12%
BMD
2306
Better Money Decisions
New Mexico
$20K +$20.6K +84 New
KFP
2307
KB Financial Partners
New Jersey
$19K – – –
PCFFS
2308
Pacific Center for Financial Services
California
$19K – – –
LFA
2309
Level Financial Advisors
New York
$18K – – –
TC
2310
Tacita Capital
Ontario, Canada
$17K -$6.13K -25 -26%
Loomis, Sayles & Company
2311
Loomis, Sayles & Company
Massachusetts
$17K -$4.9K -20 -23%
SPWG
2312
Sage Private Wealth Group
Illinois
$17K – – –
SWM
2313
Selective Wealth Management
Virginia
$17K – – –
LFG
2314
Larson Financial Group
Missouri
$17K +$2.94K +12 +21%
WAM
2315
WFA Asset Management
Wisconsin
$16K – – –
HI
2316
Hoey Investments
Pennsylvania
$15K – – –
LS
2317
Leelyn Smith
Illinois
$15K – – –
NL
2318
NVWM LLC
Pennsylvania
$14K +$1.47K +6 +12%
AIC
2319
Archer Investment Corporation
Indiana
$13.9K -$103K -421 -88%
CMA
2320
Cedar Mountain Advisors
Oregon
$13K -$6.62K -27 -34%
CCMW
2321
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
MSFP
2322
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
IHWM
2323
Iron Horse Wealth Management
Iowa
$11K – – –
RA
2324
Rise Advisors
New York
$11K – – –
LC
2325
Legacy CG
Texas
$11K +$11K +45 New