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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
2076
Global Wealth Management Investment Advisory
Florida
$41.9K – – –
SPWM
2077
Spartan Planning & Wealth Management
North Carolina
$40.1K +$38.9K +335 New
MWM
2078
Mascoma Wealth Management
New Hampshire
$39.9K +$10.2K +88 +36%
HF
2079
Halpern Financial
Virginia
$39.4K +$38.2K +329 New
TWD
2080
True Wealth Design
Ohio
$38.2K – – –
LFA
2081
LGT Financial Advisors
Texas
$38.2K +$37K +319 New
AA
2082
AlphaMark Advisors
Kentucky
$38K – – –
PPWM
2083
PFG Private Wealth Management
Florida
$37.9K -$71.4K -615 -66%
TCA
2084
Trifecta Capital Advisors
Illinois
$37.9K – – –
AWM
2085
AllSquare Wealth Management
New York
$37K +$7.66K +66 +27%
OLVIG
2086
Oliver Lagore Vanvalin Investment Group
Michigan
$34.4K +$12.9K +111 +63%
CQS
2087
Credential Qtrade Securities
$32.7K – – –
SIM
2088
Studio Investment Management
Illinois
$32.6K – – –
JGIA
2089
Jackson Grant Investment Advisers
Connecticut
$32.2K – – –
PP
2090
PrairieView Partners
Minnesota
$31K -$6.04K -52 -16%
GM
2091
GeoWealth Management
Illinois
$31K +$9.06K +78 +43%
VWM
2092
Valley Wealth Managers
New Jersey
$29.9K -$8.36K -72 -22%
CBT
2093
Central Bank & Trust
Kentucky
$28.4K – – –
RW
2094
RVW Wealth
California
$28K +$27.2K +234 New
RL
2095
Rogco LP
Oklahoma
$27.9K +$27.1K +233 New
OCM
2096
Orion Capital Management
California
$27.2K +$26.4K +227 New
KC
2097
Kenfarb & Co
Kentucky
$24.9K – – –
LFA
2098
Level Financial Advisors
New York
$24.2K – – –
RF
2099
Robinswood Financial
Washington
$24K – – –
TC
2100
Truvestments Capital
Florida
$24K – – –
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84
85 86