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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1901
Kenfarb & Co
Kentucky
$21K – – –
FP
1902
Financial Perspectives
Minnesota
$20.7K – – –
SAM
1903
Strategic Asset Management
Minnesota
$20K +$206 +2 +0.9%
HMS
1904
Hanseatic Management Services
New Mexico
$20K +$1.96K +19 +10%
NFSG
1905
Newbridge Financial Services Group
Florida
$19K -$119K -1,156 -85%
IAS
1906
IMA Advisory Services
Colorado
$19K – – –
MSFP
1907
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
CBT
1908
Central Bank & Trust
Kentucky
$18K – – –
HNWAG
1909
High Net Worth Advisory Group
Florida
$18K – – –
LFA
1910
Level Financial Advisors
New York
$18K – – –
BMD
1911
Better Money Decisions
New Mexico
$18K +$20.6K +200 New
TC
1912
Truvestments Capital
Florida
$18K +$20.6K +200 New
CM
1913
Cornerstone Management
Georgia
$18K – – –
IWMWV
1914
Ironwood Wealth Management (West Virginia)
West Virginia
$17K – – –
OA
1915
Operose Advisors
Wisconsin
$17K – – –
PCTC
1916
Perkins Coie Trust Company
Washington
$17K – – –
PGAM
1917
Princeton Global Asset Management
New Jersey
$17K – – –
GKIM
1918
GW&K Investment Management
Massachusetts
$17K +$8.14K +79 +72%
MGIM
1919
M&G Investment Management
United Kingdom
$16K -$88.5K -859 -0.5%
DWP
1920
Destiny Wealth Partners
Florida
$15K +$17.3K +168 New
AFG
1921
Albion Financial Group
Utah
$14K – – –
SC
1922
Stephens Consulting
Michigan
$13.5K – – –
FGAM
1923
Financial Gravity Asset Management
Texas
$13.3K +$147K +1,430 +75%
CT
1924
Clearstead Trust
Maine
$13K – – –
DWA
1925
Delos Wealth Advisors
Texas
$13K – – –
75 76
77
78 79