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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1051
BOK Financial Private Wealth
Colorado
$18.9K +$24.4K +195 New
1M
1052
1248 Management
Missouri
$18.7K – – –
ADL
1053
Asset Dedication LLC
California
$18.5K – – –
CFFP
1054
Center for Financial Planning
Michigan
$18.4K – – –
LF
1055
LifeSteps Financial
California
$17.8K +$23.2K +185 New
KG
1056
Kilter Group
New York
$17.7K +$19.2K +153 +494%
MAS
1057
MPWM Advisory Solutions
Georgia
$17.4K – – –
PWMG
1058
Private Wealth Management Group
New Jersey
$16.8K +$15.7K +125 +250%
AIC
1059
Archer Investment Corporation
Indiana
$16.1K – – –
CWM
1060
Copia Wealth Management
Oregon
$15.6K – – –
LWCFA
1061
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.5K – – –
CFM
1062
Cornerstone Financial Management
Massachusetts
$15.5K +$7.64K +61 +60%
BCM
1063
Boreal Capital Management
Florida
$15.5K +$12.5K +100 +164%
TCOT
1064
Trust Company of Toledo
Ohio
$15.4K – – –
AIM
1065
Axiom Investment Management
New York
$14.5K – – –
AA
1066
Addison Advisors
Vermont
$14.4K -$3.38K -27 -15%
BWM
1067
Bernard Wealth Management
Michigan
$14.4K – – –
MBFW
1068
Morton Brown Family Wealth
Pennsylvania
$14.4K – – –
SWIM
1069
Smallwood Wealth Investment Management
New Jersey
$13.2K – – –
ABC
1070
Anchor Bay Capital
California
$13.2K +$12.5K +100 New
WAS
1071
Winch Advisory Services
Wisconsin
$13.2K – – –
TFGT
1072
TS Financial Group (TSFG)
Illinois
$13K – – –
IAS
1073
IMA Advisory Services
Colorado
$12.7K +$5.76K +46 +54%
II
1074
Inspire Investing
Idaho
$12.6K – – –
NECFA
1075
New England Capital Financial Advisors
Connecticut
$12.5K – – –
41 42
43
44 45