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Ashland
ASH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
326
Elevation Wealth Partners
California
$1.71K – – –
JWA
327
JFS Wealth Advisors
Pennsylvania
$1.65K – – –
OCWP
328
Owl Creek Wealth Partners
Colorado
$1.65K – – –
KFAS
329
Keating Financial Advisory Services
Kansas
$1.58K +$1.04K +18 +300%
TFA
330
Transamerica Financial Advisors
Florida
$1.51K +$639 +11 +92%
MCM
331
MV Capital Management
Maryland
$1.38K +$523 +9 +75%
CCMI
332
Creative Capital Management Investments
California
$1.25K +$1.1K +19 New
AFC
333
Ares Financial Consulting
California
$1.19K – – –
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$659 +$232 +4 +67%
HIA
335
HFM Investment Advisors
New Jersey
$659 +$407 +7 +233%
BHWM
336
Bay Harbor Wealth Management
Maryland
$593 – – –
BCM
337
Boreal Capital Management
Florida
$593 – – –
CH
338
Cromwell Holdings
Wyoming
$593 – – –
HWP
339
Highline Wealth Partners
California
$461 -$5.81K -100 -93%
BGAI
340
Bruce G. Allen Investments
Colorado
$461 -$407 -7 -50%
SWM
341
SHP Wealth Management
Massachusetts
$395 +$348 +6 New
BWS
342
Buck Wealth Strategies
Colorado
$329 +$290 +5 New
RWM
343
Rialto Wealth Management
New York
$198 -$174 -3 -50%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$198 – – –
BWL
345
Bogart Wealth LLC
Virginia
$198 – – –
LI
346
LRI Investments
Florida
$198 +$174 +3 New
DF
347
DecisionPoint Financial
Arizona
$134 +$116 +2 New
HFS
348
Hughes Financial Services
Virginia
$132 – – –
FMP
349
Financial Management Professionals
Texas
$132 +$116 +2 New
RJA
350
Ross\Johnson & Associates
Minnesota
$132 +$116 +2 New
12 13
14
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