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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1726
Truvestments Capital
Florida
$14K -$7.29K -100 -33%
IWMWV
1727
Ironwood Wealth Management (West Virginia)
West Virginia
$14K – – –
LWA
1728
Lowe Wealth Advisors
Maryland
$14K – – –
VCM
1729
Versant Capital Management
Arizona
$14K – – –
OA
1730
Operose Advisors
Wisconsin
$14K +$13.8K +190 New
SIC
1731
SJS Investment Consulting
Ohio
$14K +$14.3K +196 New
BBPWM
1732
Blue Bell Private Wealth Management
Pennsylvania
$14K +$14.6K +200 New
KFI
1733
Key Financial Inc
Pennsylvania
$13K -$75.3K -1,034 -85%
PGAM
1734
Princeton Global Asset Management
New Jersey
$13K – – –
AFG
1735
Albion Financial Group
Utah
$13K +$2.48K +34 +23%
GWA
1736
Gibson Wealth Advisors
Texas
$13K +$12.8K +175 New
MAM
1737
McCarthy Asset Management
California
$12K – – –
CT
1738
Clearstead Trust
Maine
$11K – – –
EWM
1739
Elmwood Wealth Management
California
$11K +$11.2K +154 New
CA
1740
Centerpoint Advisors
Massachusetts
$10K – – –
TFP
1741
Tilia Fiduciary Partners
North Carolina
$10K +$9.91K +136 New
HS
1742
Horan Securities
United States
$10K +$9.98K +137 New
ARIS
1743
Advanced Research Investment Solutions
California
$10K +$10.9K +150 New
FP
1744
Financial Perspectives
Minnesota
$9.31K – – –
BC
1745
Burleson & Co
California
$9K – – –
HFM
1746
Hartford Financial Management
Connecticut
$9K – – –
MIM
1747
Macroview Investment Management
Maryland
$9K – – –
CFFP
1748
Center for Financial Planning
Michigan
$9K +$729 +10 +9%
HWM
1749
HighMark Wealth Management
Minnesota
$9K +$2.11K +29 +31%
FEG
1750
Financial Enhancement Group
Indiana
$9K +$8.82K +121 New
68 69
70
71 72