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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1251
Montag & Associates
Georgia
$37.9K -$131 -1 -0.5%
CFD
1252
Creative Financial Designs
Indiana
$37.7K -$25.7K -196 -48%
IWM
1253
Inlight Wealth Management
Georgia
$37.5K -$2.75K -21 -9%
PAM
1254
Palisade Asset Management
Minnesota
$36.8K +$27K +206 New
LAM
1255
LOM Asset Management
$36K – – –
SIS
1256
Strategic Investment Solutions
Illinois
$35.9K -$6.55K -50 -20%
FDW
1257
Fourth Dimension Wealth
Ohio
$35.7K – – –
NRWA
1258
North Ridge Wealth Advisors
Oregon
$35.7K – – –
AP
1259
Atwood & Palmer
Missouri
$35.6K – – –
FCAS
1260
First Command Advisory Services
Texas
$35K +$6.03K +46 +31%
ADL
1261
Asset Dedication LLC
California
$34.5K -$1.05K -8 -4%
1M
1262
1248 Management
Missouri
$34.5K – – –
CFFP
1263
Center for Financial Planning
Michigan
$34.3K +$2.62K +20 +12%
JFA
1264
JNBA Financial Advisors
Minnesota
$33.1K – – –
MAS
1265
MPWM Advisory Solutions
Georgia
$32.3K +$917 +7 +4%
AIC
1266
Archer Investment Corporation
Indiana
$30.1K +$393 +3 +2%
FDCP
1267
Foster Dykema Cabot & Partners
Massachusetts
$29.8K +$21.9K +167 New
MG
1268
Mather Group
Illinois
$29.7K +$21.8K +166 New
AA
1269
Addison Advisors
Vermont
$28.6K – – –
TCOT
1270
Trust Company of Toledo
Ohio
$28.6K – – –
CAL
1271
Capital Analysts LLC
Pennsylvania
$28K – – –
GI
1272
GAMMA Investing
California
$27.9K +$655 +5 +3%
LWCFA
1273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.8K – – –
BTC
1274
Bank & Trust Company
Illinois
$27.3K – – –
KG
1275
Kilter Group
New York
$27K +$6.55K +50 +50%
49 50
51
52 53