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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2076
Sound Income Strategies
Florida
$91.3K +$29.7K +254 +48%
BIA
2077
Bell Investment Advisors
California
$88.8K +$234 +2 +0.3%
MFC
2078
Mechanics Financial Corp
Ohio
$87.1K – – –
FWM
2079
Focused Wealth Management
New York
$82.3K +$20.8K +178 +34%
AI
2080
AXS Investments
New York
$81.5K +$2.81K +24 +4%
CAM
2081
Costello Asset Management
Pennsylvania
$81.2K – – –
SA
2082
SRH Advisors
Kansas
$81K – – –
CWC
2083
Carolinas Wealth Consulting
North Carolina
$79.7K +$117 +1 +0%
OCM
2084
Osterweis Capital Management
California
$78.8K – – –
CAM
2085
Creekmur Asset Management
Illinois
$77.9K +$78.5K +671 New
EC
2086
EdgeRock Capital
Colorado
$77.2K +$81.7K +698 New
FCMT
2087
Founders Capital Management (Texas)
Texas
$76.4K – – –
RDFA
2088
Ritter Daniher Financial Advisory
Ohio
$75.4K – – –
AWM
2089
Abound Wealth Management
Tennessee
$75.1K -$1.29K -11 -2%
CFG
2090
CKW Financial Group
Hawaii
$75K -$11.7K -100 -13%
CSWM
2091
Cassady Schiller Wealth Management
Ohio
$73.8K – – –
TVAMP
2092
Tennessee Valley Asset Management Partners
Tennessee
$73.8K +$74.4K +636 New
TFG
2093
Team Financial Group
California
$73.7K +$351 +3 +0.5%
PO
2094
Private Ocean
California
$73.1K – – –
GA
2095
GoalVest Advisory
New York
$72.7K -$93.2K -797 -56%
RFG
2096
RFP Financial Group
Georgia
$70.1K -$9.01K -77 -11%
FUBT
2097
First United Bank & Trust
Maryland
$70K +$70.5K +603 New
SRCM
2098
Signature Resources Capital Management
California
$69.9K +$70.4K +602 New
HGERS
2099
Householder Group Estate & Retirement Specialist
Arizona
$69K +$234 +2 +0.3%
NECFA
2100
New England Capital Financial Advisors
Connecticut
$68.8K +$351 +3 +0.5%
82 83
84
85 86