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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1351
Cranbrook Wealth Management
Michigan
$10K – – –
SFPG
1352
Stonebridge Financial Planning Group
Florida
$10K – – –
AL
1353
ADE LLC
Maryland
$9K +$7.96K +216 New
RWM
1354
Raffa Wealth Management
District of Columbia
$8.28K +$2.62K +71 +52%
FA
1355
Financial Advantage
Maryland
$8K – – –
LWA
1356
Lowe Wealth Advisors
Maryland
$8K – – –
TC
1357
Truvestments Capital
Florida
$8K – – –
IWMWV
1358
Ironwood Wealth Management (West Virginia)
West Virginia
$8K +$7.37K +200 New
PA
1359
Perennial Advisors
New York
$8K +$7.37K +200 New
GWS
1360
Glassman Wealth Services
Virginia
$7K -$3.39K -92 -36%
HI
1361
Human Investing
Oregon
$7K – – –
MSFP
1362
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
EWA
1363
Evolution Wealth Advisors
Florida
$7K +$516 +14 +8%
MAM
1364
McCarthy Asset Management
California
$7K +$6.08K +165 New
PGAM
1365
Princeton Global Asset Management
New Jersey
$7K +$6.86K +186 New
TCM
1366
TD Capital Management
Tennessee
$6K +$74 +2 +1%
PAI
1367
Pittenger & Anderson Inc
Nebraska
$6K +$1.7K +46 +44%
AFG
1368
Albion Financial Group
Utah
$6K +$5.57K +151 New
BSSFA
1369
Baron Silver Stevens Financial Advisors
Florida
$6K +$6.12K +166 New
D
1370
Diversified
Delaware
$6K +$7.26K +197 New
ITFISA
1371
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.8K +$5.34K +145 New
FP
1372
Financial Perspectives
Minnesota
$5.16K – – –
CFFP
1373
Center for Financial Planning
Michigan
$5K – – –
CA
1374
Centerpoint Advisors
Massachusetts
$5K – – –
HS
1375
Horan Securities
United States
$5K – – –
53 54
55
56 57