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Name Holding Trade Value Shares
Change 		Change in
Stake
II
1276
Inspire Investing
Idaho
$19.2K +$21.3K +131 New
NECFA
1277
New England Capital Financial Advisors
Connecticut
$19.1K – – –
NEWAS
1278
N.E.W. Advisory Services
Wisconsin
$18.8K – – –
OP
1279
ORG Partners
Indiana
$18.6K -$63.4K -389 -75%
TAM
1280
Tucker Asset Management
Colorado
$18.5K +$20.5K +126 New
AEPWM
1281
Atlantic Edge Private Wealth Management
Florida
$18.3K – – –
OC
1282
Optima Capital
Oregon
$18.3K +$20.4K +125 New
Q1WB
1283
Quest 10 Wealth Builders
Virginia
$17.6K – – –
HPC
1284
HM Payson & Co
Maine
$17.2K +$4.07K +25 +27%
PFBT
1285
Parkside Financial Bank & Trust
Missouri
$16.9K – – –
SWP
1286
Strategic Wealth Partners
Ohio
$16.4K +$11.2K +69 +160%
RF
1287
Rossby Financial
Florida
$16.3K -$2.77K -17 -13%
JFG
1288
JDM Financial Group
Texas
$16.1K – – –
VNA
1289
Valley National Advisers
Pennsylvania
$16K +$6.68K +41 +56%
LB
1290
Legacy Bridge
Iowa
$15.7K – – –
TCM
1291
TD Capital Management
Tennessee
$15.5K – – –
HI
1292
Hoey Investments
Pennsylvania
$15.4K -$76.5K -470 -82%
MIM
1293
MTM Investment Management
South Carolina
$15K – – –
BC
1294
Barrett & Company
Rhode Island
$14.7K – – –
GCM
1295
Gables Capital Management
Florida
$14.7K – – –
MWA
1296
Miller Wealth Advisors
Colorado
$14.7K – – –
MDA
1297
Minot DeBlois Advisors
Massachusetts
$14.7K – – –
NIG
1298
NFJ Investment Group
Texas
$14.7K – – –
RA
1299
Ransom Advisory
Rhode Island
$14.7K – – –
KBFS
1300
Kohmann Bosshard Financial Services
Ohio
$14.7K +$16.3K +100 New
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