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Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
1251
North Ridge Wealth Advisors
Oregon
$29.3K – – –
PFO
1252
Pioneer Family Office
Florida
$29.3K +$32.6K +200 New
AP
1253
Atwood & Palmer
Missouri
$29.2K – – –
JFA
1254
JNBA Financial Advisors
Minnesota
$29K +$2.12K +13 +7%
MA
1255
Montag & Associates
Georgia
$29K -$2.28K -14 -7%
FCAS
1256
First Command Advisory Services
Texas
$28.7K – – –
1M
1257
1248 Management
Missouri
$28.3K – – –
ADL
1258
Asset Dedication LLC
California
$28.3K – – –
CFFP
1259
Center for Financial Planning
Michigan
$28.1K – – –
LWCFA
1260
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
FMP
1261
Financial Management Professionals
Texas
$27.1K -$37.8K -232 -56%
RWM
1262
RMG Wealth Management
Wisconsin
$26.9K – – –
MAS
1263
MPWM Advisory Solutions
Georgia
$26.5K – – –
VR
1264
Vision Retirement
New Jersey
$26.5K +$29.3K +180 New
AIC
1265
Archer Investment Corporation
Indiana
$24.7K – – –
CAL
1266
Capital Analysts LLC
Pennsylvania
$24K – – –
CWM
1267
Copia Wealth Management
Oregon
$23.9K +$3.91K +24 +17%
AA
1268
Addison Advisors
Vermont
$23.5K – – –
TCOT
1269
Trust Company of Toledo
Ohio
$23.5K – – –
RAM
1270
Reflection Asset Management
South Carolina
$23K +$24.4K +150 New
BTC
1271
Bank & Trust Company
Illinois
$22.4K – – –
EPIMS
1272
Evelyn Partners Investment Management Services
$22K -$33.9K -208 -58%
BWM
1273
Bernard Wealth Management
Michigan
$22K – – –
MBFW
1274
Morton Brown Family Wealth
Pennsylvania
$22K – – –
SWIM
1275
Smallwood Wealth Investment Management
New Jersey
$20.2K – – –
49 50
51
52 53