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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1201
New England Capital Financial Advisors
Connecticut
$16.3K – – –
NEWAS
1202
N.E.W. Advisory Services
Wisconsin
$16.1K – – –
AEPWM
1203
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
Q1WB
1204
Quest 10 Wealth Builders
Virginia
$15.1K – – –
HPC
1205
HM Payson & Co
Maine
$14.7K – – –
BIA
1206
Bell Investment Advisors
California
$14.6K +$4.96K +33 +40%
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$14.4K – – –
SWP
1208
Strategic Wealth Partners
Ohio
$14.1K – – –
JFG
1209
JDM Financial Group
Texas
$13.8K – – –
VWA
1210
VSM Wealth Advisory
Maryland
$13.8K +$16.5K +110 New
LB
1211
Legacy Bridge
Iowa
$13.4K – – –
CCWM
1212
Cassaday & Co Wealth Management
Virginia
$13.4K +$16.1K +107 New
TCM
1213
TD Capital Management
Tennessee
$13.2K – – –
MIM
1214
MTM Investment Management
South Carolina
$12.8K – – –
TWD
1215
True Wealth Design
Ohio
$12.7K +$1.65K +11 +12%
CFM
1216
Cornerstone Financial Management
Massachusetts
$12.7K +$4.21K +28 +38%
AF
1217
Align Financial
Minnesota
$12.5K -$2.19M -14,558 -99%
BC
1218
Barrett & Company
Rhode Island
$12.5K – – –
BAM
1219
Bellevue Asset Management
Washington
$12.5K – – –
GCM
1220
Gables Capital Management
Florida
$12.5K – – –
MWA
1221
Miller Wealth Advisors
Colorado
$12.5K – – –
MDA
1222
Minot DeBlois Advisors
Massachusetts
$12.5K – – –
NIG
1223
NFJ Investment Group
Texas
$12.5K – – –
BC
1224
Bayforest Capital
United Kingdom
$12.5K +$15K +100 New
FPC
1225
Flax Pond Capital
Massachusetts
$12.5K +$15K +100 New
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