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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$18.4K -$92.2K -2,770 -84%
SWM
1027
Sugarloaf Wealth Management
Georgia
$17.1K -$69.7K -2,095 -81%
MWM
1028
Mascoma Wealth Management
New Hampshire
$15.7K – – –
SIC
1029
SJS Investment Consulting
Ohio
$15K – – –
TFS
1030
TrustCore Financial Services
Tennessee
$14.7K – – –
GEA
1031
Glen Eagle Advisors
New Jersey
$14.1K +$67 +2 +0.5%
MLA
1032
MB, Levis & Associates
Pennsylvania
$14K +$13.3K +400 New
GIA
1033
GHP Investment Advisors
Colorado
$13.8K – – –
EI
1034
Ellevest Inc
New York
$13.6K -$299 -9 -2%
GIA
1035
Goodwin Investment Advisory
Georgia
$13.1K – – –
RDFA
1036
Ritter Daniher Financial Advisory
Ohio
$12.3K – – –
WWM
1037
Wolff Wiese Magana
California
$12.2K -$6.09K -183 -34%
FCG
1038
Financial Connections Group
California
$12K +$11.5K +346 New
FMII
1039
Farmers & Merchants Investments Inc
Nebraska
$11.9K -$367K -11,018 -97%
PAI
1040
Pittenger & Anderson Inc
Nebraska
$11.9K – – –
FCMT
1041
Founders Capital Management (Texas)
Texas
$11K – – –
CFG
1042
CKW Financial Group
Hawaii
$11K +$33 +1 +0.3%
SFG
1043
Steward Financial Group
Texas
$11K +$10.7K +321 New
RCM
1044
Raleigh Capital Management
North Carolina
$10.8K +$100 +3 +1%
AAP
1045
Arax Advisory Partners
Colorado
$10.5K -$1.86K -56 -16%
BAM
1046
Bellevue Asset Management
Washington
$10.5K – – –
RFS
1047
Retirement Financial Solutions
Tennessee
$10K +$9.55K +287 New
KA
1048
Kozak & Associates
Colorado
$9K – – –
SFCL
1049
Strengthening Families & Communities LLC
Massachusetts
$9K +$100 +3 +1%
PP
1050
PrairieView Partners
Minnesota
$9K +$8.79K +264 New
40 41
42
43 44