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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1101
Planning Strategies
Pennsylvania
$8.64K +$11.3K +90 New
EWM
1102
Evermay Wealth Management
Virginia
$8.64K – – –
BA
1103
Blueline Advisors
New Hampshire
$8.45K +$11K +88 New
OCM
1104
Osbon Capital Management
Massachusetts
$8.45K – – –
AMH
1105
Apollo Management Holdings
New York
$8.45K +$11K +88 New
UFPG
1106
United Financial Planning Group
New York
$8.25K +$10.8K +86 New
SWM
1107
SHP Wealth Management
Massachusetts
$8.16K +$4.01K +32 +60%
TWD
1108
True Wealth Design
Ohio
$8.06K -$2.13K -17 -17%
AA
1109
Ancora Advisors
Ohio
$7.77K -$752 -6 -7%
PP
1110
Pacifica Partners
Canada
$7.4K – – –
DIP
1111
DT Investment Partners
Pennsylvania
$7.2K – – –
AWA
1112
Acumen Wealth Advisors
Tennessee
$7.18K -$376 -3 -4%
TC
1113
Truvestments Capital
Florida
$6.72K -$75.2K -600 -90%
SFS
1114
Sunrise Financial Services
Washington
$6.72K -$125 -1 -1%
BIA
1115
Bell Investment Advisors
California
$6.33K -$6.26K -50 -43%
OC
1116
Oakworth Capital
Alabama
$6.14K – – –
TPCW
1117
TD Private Client Wealth
New York
$5.95K -$1.63K -13 -17%
MHR
1118
Matthew Hamilton Rosenberg
$5.86K – – –
VWM
1119
Vermillion Wealth Management
Minnesota
$5.47K – – –
RWM
1120
Raffa Wealth Management
District of Columbia
$5.47K +$3.01K +24 +73%
CPG
1121
Cornerstone Planning Group
New Jersey
$5.36K – – –
HNW
1122
High Note Wealth
Minnesota
$5.28K -$5.39K -43 -44%
DWM
1123
Dogwood Wealth Management
Kansas
$5.28K -$2.76K -22 -29%
SIM
1124
Sims Investment Management
Ohio
$5.28K +$6.89K +55 New
GK
1125
Graney & King
New York
$5.2K – – –
43 44
45
46 47