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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1901
Kerr Financial Planning
California
$35K – – –
CTWM
1902
Cherry Tree Wealth Management
Minnesota
$35K +$9.06K +31 +38%
SWA
1903
SOA Wealth Advisors
New York
$35K – – –
FP
1904
Financial Perspectives
Minnesota
$34K – – –
AW
1905
Avion Wealth
Texas
$34K -$72.8K -249 -70%
MIM
1906
Meridiem Investment Management
United Kingdom
$33.7K – – –
FA
1907
FSA Advisors
Michigan
$33.7K +$3.79M +12,973 New
VWA
1908
Valued Wealth Advisors
Utah
$32.6K +$1.17K +4 +4%
GEA
1909
Glen Eagle Advisors
New Jersey
$32.6K -$2.34K -8 -7%
AFC
1910
Ares Financial Consulting
California
$32.5K +$30.4K +104 New
VR
1911
Vision Retirement
New Jersey
$31.2K +$29.2K +100 New
FMTCOCP
1912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K – – –
LWANC
1913
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.9K +$28.9K +99 New
KA
1914
Kozak & Associates
Colorado
$30.7K – – –
CMA
1915
Cedar Mountain Advisors
Oregon
$28.7K – – –
CB
1916
Centennial Bank
Arkansas
$28.7K – – –
CA
1917
Crewe Advisors
Utah
$28.4K +$292 +1 +1%
EPG
1918
Estate Planners Group
Pennsylvania
$28.1K +$26.3K +90 New
WETS
1919
Wealth Enhancement Trust Services
South Dakota
$27.8K +$26K +89 New
NWM
1920
Nova Wealth Management
Florida
$27.2K -$5.85K -20 -19%
HCA
1921
Harbor Capital Advisors
Illinois
$27K -$1.17K -4 -4%
CIAS
1922
CBIZ Investment Advisory Services
Ohio
$25.7K +$14.3K +49 +148%
KG
1923
Kilter Group
New York
$24.7K +$4.09K +14 +22%
HHMI
1924
Howard Hughes Medical Institute
Maryland
$24.7K -$292 -1 -1%
EF
1925
Entrust Financial
Pennsylvania
$24.2K +$22.8K +78 New
75 76
77
78 79