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Name Holding Trade Value Shares
Change 		Change in
Stake
IWMWV
2076
Ironwood Wealth Management (West Virginia)
West Virginia
$24K – – –
HNWAG
2077
High Net Worth Advisory Group
Florida
$23.8K – – –
CM
2078
Cornerstone Management
Georgia
$23.6K – – –
GA
2079
GoalVest Advisory
New York
$23K – – –
DWP
2080
Destiny Wealth Partners
Florida
$22.9K – – –
AFS
2081
Annapolis Financial Services
Maryland
$22.8K -$5.59K -46 -19%
PCTC
2082
Perkins Coie Trust Company
Washington
$22.5K – – –
AIM
2083
Arcadia Investment Management
Michigan
$22.5K +$23.2K +191 New
OA
2084
Operose Advisors
Wisconsin
$22.4K – – –
GWSA
2085
Global Wealth Strategies & Associates
Colorado
$22.4K +$23.1K +190 New
IAS
2086
IMA Advisory Services
Colorado
$22.2K – – –
KC
2087
Kepos Capital
New York
$22K -$34.9K -287 -60%
PGAM
2088
Princeton Global Asset Management
New Jersey
$22K – – –
LOIP
2089
Live Oak Investment Partners
Texas
$21.6K – – –
TC
2090
Tacita Capital
Ontario, Canada
$20K – – –
MSFP
2091
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
SC
2092
Sierra Capital
Florida
$19K +$2.92K +24 +18%
AFG
2093
Albion Financial Group
Utah
$18.8K – – –
OLVIG
2094
Oliver Lagore Vanvalin Investment Group
Michigan
$18.4K – – –
FIM
2095
FWL Investment Management
Texas
$18.3K +$18.8K +155 New
SC
2096
Stephens Consulting
Michigan
$17.7K – – –
CWAF
2097
Core Wealth Advisors (Florida)
Florida
$17.7K +$18.2K +150 New
EE
2098
EWG Elevate
California
$17.3K +$17.9K +147 New
WTA
2099
Washington Trust Advisors
Massachusetts
$16.8K -$90.4K -744 -84%
TFP
2100
Tilia Fiduciary Partners
North Carolina
$16.4K – – –
82 83
84
85 86