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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2101
IAG Wealth Partners
Wisconsin
$16.4K +$12.5K +103 +286%
CWM
2102
CarsonAllaria Wealth Management
Illinois
$16K – – –
WAM
2103
Worth Asset Management
Texas
$15.6K – – –
FP
2104
Financial Perspectives
Minnesota
$15.2K – – –
JFG
2105
JDM Financial Group
Texas
$14.9K +$15.3K +126 New
FFL
2106
Financial Freedom LLC
Ohio
$14.7K +$15.2K +125 New
MIM
2107
Macroview Investment Management
Maryland
$14.6K – – –
WBC
2108
West Branch Capital
Massachusetts
$14.5K +$13.1K +108 +720%
BC
2109
Burleson & Co
California
$14.4K – – –
HFM
2110
Hartford Financial Management
Connecticut
$14K – – –
FGAM
2111
Financial Gravity Asset Management
Texas
$13.8K -$221K -1,820 -94%
LWA
2112
Lowe Wealth Advisors
Maryland
$13.8K – – –
ECM
2113
Everence Capital Management
Indiana
$13.7K -$286K -2,350 -2%
CFFP
2114
Center for Financial Planning
Michigan
$13.5K -$23.2K -191 -63%
SCA
2115
Stuart Chaussee & Associates
California
$13.5K – – –
DMKJ
2116
David M. Knott Jr
$13K – – –
CMA
2117
Cedar Mountain Advisors
Oregon
$12.4K – – –
HWP
2118
Highline Wealth Partners
California
$12.4K +$8.75K +72 +218%
BBPWM
2119
Blue Bell Private Wealth Management
Pennsylvania
$12.3K +$486 +4 +4%
LS
2120
Leelyn Smith
Illinois
$12K – – –
RTL
2121
Red Tortoise LLC
Georgia
$12K +$12.4K +102 New
BAM
2122
Bellevue Asset Management
Washington
$12K +$122 +1 +1%
HC
2123
Hoese & Co
Minnesota
$12K – – –
CBT
2124
Central Bank & Trust
Kentucky
$11.8K +$6.32K +52 +108%
MS
2125
Marshall & Sullivan
Washington
$11.8K +$12.2K +100 New
83 84
85
86 87