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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2151
Mark Sheptoff Financial Planning
Connecticut
$27.4K – – –
PP
2152
PrairieView Partners
Minnesota
$27K – – –
CWM
2153
CarsonAllaria Wealth Management
Illinois
$27K -$5.49K -50 -16%
RWM
2154
Ruedi Wealth Management
Illinois
$26.3K – – –
VFA
2155
Values First Advisors
Tennessee
$26.3K +$27.5K +250 New
RCM
2156
Richardson Capital Management
Wisconsin
$25.8K – – –
S
2157
Sachetta
Massachusetts
$24.4K +$3.4K +31 +15%
WBC
2158
West Branch Capital
Massachusetts
$23.7K +$989 +9 +4%
VAMG
2159
Voisard Asset Management Group
Michigan
$23K +$1.43K +13 +6%
IWMWV
2160
Ironwood Wealth Management (West Virginia)
West Virginia
$22.9K – – –
SC
2161
Stephens Consulting
Michigan
$22.8K -$4.06K -37 -15%
AFS
2162
Annapolis Financial Services
Maryland
$22.7K +$2.75K +25 +13%
TPW
2163
Talon Private Wealth
Florida
$22.3K +$23.3K +212 New
HWA
2164
HHM Wealth Advisors
Tennessee
$22.1K -$1.21K -11 -5%
CCMI
2165
Creative Capital Management Investments
California
$21.1K – – –
RF
2166
Robinswood Financial
Washington
$21.1K – – –
RL
2167
Rogco LP
Oklahoma
$21.1K – – –
DF
2168
Dunhill Financial
United Kingdom
$20.7K +$14.8K +135 +218%
NL
2169
NVWM LLC
Pennsylvania
$20.4K +$2.31K +21 +12%
GWSA
2170
Global Wealth Strategies & Associates
Colorado
$20K – – –
CTWM
2171
Cherry Tree Wealth Management
Minnesota
$19.8K – – –
CJ
2172
Caitlin John
Michigan
$19K +$16.5K +150 +750%
YDMI
2173
Y.D. More Investments
Israel
$18.9K -$15K -137 -45%
TFA
2174
Toth Financial Advisory
Virginia
$18.8K -$5.49K -50 -22%
W
2175
WealthCollab
Washington
$18.4K – – –
85 86
87
88 89