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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
2126
Jamison Private Wealth Management
Georgia
$19.7K -$1.26M -6,136 -98%
PPWM
2127
PFG Private Wealth Management
Florida
$19.3K -$1.44K -7 -7%
PCA
2128
Providence Capital Advisors
North Carolina
$19.3K – – –
TWD
2129
True Wealth Design
Ohio
$19.3K – – –
VWWMG
2130
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K – – –
CA
2131
Centerpoint Advisors
Massachusetts
$19K – – –
UIA
2132
Ulland Investment Advisors
Minnesota
$19K – – –
IWP
2133
IAG Wealth Partners
Wisconsin
$17.8K +$16K +78 +557%
CIAS
2134
CBIZ Investment Advisory Services
Ohio
$17.4K +$18.5K +90 New
PWM
2135
Partnership Wealth Management
Maryland
$17K – – –
HWM
2136
HighMark Wealth Management
Minnesota
$16.8K – – –
FSWA
2137
Financial Synergies Wealth Advisors
Texas
$16.6K -$8.22K -40 -32%
USB
2138
Union Savings Bank
Connecticut
$16.6K – – –
EA
2139
Evolution Advisers
Virginia
$15K -$7.4K -36 -33%
CMP
2140
Coston McIsaac & Partners
Maine
$15K – – –
CAM
2141
Chesapeake Asset Management
New York
$14.7K +$3.29K +16 +27%
RFG
2142
REAP Financial Group
Texas
$14.7K – – –
PCM
2143
Palouse Capital Management
Washington
$14.5K +$15.4K +75 New
PPC
2144
Park Place Capital
Alabama
$14.3K – – –
MAM
2145
Meeder Asset Management
Ohio
$13.7K -$175K -851 -92%
WIA
2146
Wetzel Investment Advisors
Indiana
$13.6K – – –
LOIM
2147
Liberty One Investment Management
Illinois
$13.5K +$616 +3 +4%
DWM
2148
Dogwood Wealth Management
Kansas
$12.9K – – –
SC
2149
Steph & Co
Wisconsin
$12.9K +$13.8K +67 New
LFA
2150
Legend Financial Advisors
Pennsylvania
$12.5K +$8.84K +43 +195%
84 85
86
87 88