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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2076
Level Financial Advisors
New York
$27K +$3.4K +28 +14%
OCM
2077
Orion Capital Management
California
$26.8K +$16.5K +136 +149%
TCWA
2078
Ten Capital Wealth Advisors
Washington
$24.9K +$17.3K +142 +206%
HWA
2079
HHM Wealth Advisors
Tennessee
$24.8K -$22.5K -185 -47%
KC
2080
Kenfarb & Co
Kentucky
$24.5K – – –
IWMWV
2081
Ironwood Wealth Management (West Virginia)
West Virginia
$24K – – –
HNWAG
2082
High Net Worth Advisory Group
Florida
$23.8K – – –
CM
2083
Cornerstone Management
Georgia
$23.6K – – –
GA
2084
GoalVest Advisory
New York
$23K – – –
DWP
2085
Destiny Wealth Partners
Florida
$22.9K – – –
AFS
2086
Annapolis Financial Services
Maryland
$22.8K -$5.59K -46 -19%
PCTC
2087
Perkins Coie Trust Company
Washington
$22.5K – – –
AIM
2088
Arcadia Investment Management
Michigan
$22.5K +$23.2K +191 New
OA
2089
Operose Advisors
Wisconsin
$22.4K – – –
GWSA
2090
Global Wealth Strategies & Associates
Colorado
$22.4K +$23.1K +190 New
IAS
2091
IMA Advisory Services
Colorado
$22.2K – – –
KC
2092
Kepos Capital
New York
$22K -$34.9K -287 -60%
PGAM
2093
Princeton Global Asset Management
New Jersey
$22K – – –
LOIP
2094
Live Oak Investment Partners
Texas
$21.6K – – –
TC
2095
Tacita Capital
Ontario, Canada
$20K – – –
MSFP
2096
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
SC
2097
Sierra Capital
Florida
$19K +$2.92K +24 +18%
AFG
2098
Albion Financial Group
Utah
$18.8K – – –
OLVIG
2099
Oliver Lagore Vanvalin Investment Group
Michigan
$18.4K – – –
FIM
2100
FWL Investment Management
Texas
$18.3K +$18.8K +155 New
82 83
84
85 86