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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1176
Morse Asset Management
Connecticut
$25.1K +$30.1K +200 New
VERPA
1177
Virginia Estate & Retirement Planning Advisors
Virginia
$25.1K +$30.1K +200 New
JFA
1178
JNBA Financial Advisors
Minnesota
$24.8K – – –
1M
1179
1248 Management
Missouri
$24.2K – – –
ADL
1180
Asset Dedication LLC
California
$24.2K – – –
CFFP
1181
Center for Financial Planning
Michigan
$24.1K – – –
AWM
1182
Abound Wealth Management
Tennessee
$24K +$15.8K +105 +122%
MA
1183
Montag & Associates
Georgia
$23.3K -$1.8K -12 -6%
DF
1184
Dunhill Financial
United Kingdom
$22.7K +$20K +133 +283%
MAS
1185
MPWM Advisory Solutions
Georgia
$22.7K – – –
AA
1186
Addison Advisors
Vermont
$22.2K +$2.56K +17 +11%
AIC
1187
Archer Investment Corporation
Indiana
$21.1K – – –
LWCFA
1188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.6K – – –
CWM
1189
Copia Wealth Management
Oregon
$20.4K – – –
TCOT
1190
Trust Company of Toledo
Ohio
$20.1K – – –
VNA
1191
Valley National Advisers
Pennsylvania
$19K +$6.01K +40 +35%
AIM
1192
Axiom Investment Management
New York
$18.9K +$22.7K +151 New
BWM
1193
Bernard Wealth Management
Michigan
$18.8K – – –
EPIMS
1194
Evelyn Partners Investment Management Services
$18.8K – – –
MBFW
1195
Morton Brown Family Wealth
Pennsylvania
$18.8K – – –
SWIM
1196
Smallwood Wealth Investment Management
New Jersey
$17.3K – – –
WAS
1197
Winch Advisory Services
Wisconsin
$17.2K – – –
TFGT
1198
TS Financial Group (TSFG)
Illinois
$17K – – –
AW
1199
Avion Wealth
Texas
$17K +$21.3K +142 New
II
1200
Inspire Investing
Idaho
$16.4K – – –
46 47
48
49 50