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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2101
Stephens Consulting
Michigan
$17.7K – – –
CWAF
2102
Core Wealth Advisors (Florida)
Florida
$17.7K +$18.2K +150 New
EE
2103
EWG Elevate
California
$17.3K +$17.9K +147 New
WTA
2104
Washington Trust Advisors
Massachusetts
$16.8K -$90.4K -744 -84%
TFP
2105
Tilia Fiduciary Partners
North Carolina
$16.4K – – –
IWP
2106
IAG Wealth Partners
Wisconsin
$16.4K +$12.5K +103 +286%
CWM
2107
CarsonAllaria Wealth Management
Illinois
$16K – – –
WAM
2108
Worth Asset Management
Texas
$15.6K – – –
FP
2109
Financial Perspectives
Minnesota
$15.2K – – –
JFG
2110
JDM Financial Group
Texas
$14.9K +$15.3K +126 New
FFL
2111
Financial Freedom LLC
Ohio
$14.7K +$15.2K +125 New
MIM
2112
Macroview Investment Management
Maryland
$14.6K – – –
WBC
2113
West Branch Capital
Massachusetts
$14.5K +$13.1K +108 +720%
BC
2114
Burleson & Co
California
$14.4K – – –
HFM
2115
Hartford Financial Management
Connecticut
$14K – – –
LWA
2116
Lowe Wealth Advisors
Maryland
$13.8K – – –
CFFP
2117
Center for Financial Planning
Michigan
$13.5K -$23.2K -191 -63%
SCA
2118
Stuart Chaussee & Associates
California
$13.5K – – –
DMKJ
2119
David M. Knott Jr
$13K – – –
CMA
2120
Cedar Mountain Advisors
Oregon
$12.4K – – –
HWP
2121
Highline Wealth Partners
California
$12.4K +$8.75K +72 +218%
BBPWM
2122
Blue Bell Private Wealth Management
Pennsylvania
$12.3K +$486 +4 +4%
LS
2123
Leelyn Smith
Illinois
$12K – – –
RTL
2124
Red Tortoise LLC
Georgia
$12K +$12.4K +102 New
BAM
2125
Bellevue Asset Management
Washington
$12K +$122 +1 +1%
83 84
85
86 87