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Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1751
Ritter Daniher Financial Advisory
Ohio
$73K – – –
FA
1752
Fortis Advisors
Pennsylvania
$72K – – –
BWM
1753
Baystate Wealth Management
Massachusetts
$71K -$222 -1 -0.3%
DOA
1754
D'Orazio & Associates
Virginia
$71K +$14K +63 +25%
CFO
1755
CVA Family Office
Colorado
$71K +$69.5K +313 New
DSC
1756
Duncker Streett & Co
Missouri
$69K +$40.4K +182 +150%
BC
1757
Burleson & Co
California
$68K +$22.2K +100 +50%
SC
1758
Solstein Capital
California
$68K +$55.5K +250 +481%
RFWA
1759
RPg Family Wealth Advisory
Massachusetts
$63.7K +$62.4K +281 New
JPLA
1760
Joseph P. Lucia & Associates
New York
$63K +$889 +4 +1%
HWA
1761
HHM Wealth Advisors
Tennessee
$62K – – –
PAI
1762
Pittenger & Anderson Inc
Nebraska
$61K -$602K -2,710 -91%
TFM
1763
TFC Financial Management
Massachusetts
$59K -$33.3K -150 -37%
WOC
1764
West Oak Capital
California
$59K +$2.22K +10 +4%
AWM
1765
Atticus Wealth Management
Florida
$58K – – –
ADL
1766
Asset Dedication LLC
California
$58K +$2.44K +11 +5%
EBA
1767
Eagle Bay Advisors
New York
$58K +$66.9K +301 New
AWM
1768
Accel Wealth Management
Iowa
$57K -$147K -660 -72%
NL
1769
NVWM LLC
Pennsylvania
$57K -$82.2K -370 -60%
AW
1770
Avion Wealth
Texas
$57K – – –
BMD
1771
Better Money Decisions
New Mexico
$57K – – –
EAM
1772
Exos Asset Management
New York
$56K +$54.4K +245 New
IFAM
1773
Institutional & Family Asset Management
Colorado
$55K -$110K -494 -67%
CFFP
1774
Center for Financial Planning
Michigan
$55K – – –
BWM
1775
BerganKDV Wealth Management
Minnesota
$55K +$14.7K +66 +37%
69 70
71
72 73