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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2176
Annapolis Financial Services
Maryland
$22.2K – – –
GWSA
2177
Global Wealth Strategies & Associates
Colorado
$22.1K – – –
VWA
2178
Valued Wealth Advisors
Utah
$21.6K +$20.9K +179 New
LOIP
2179
Live Oak Investment Partners
Texas
$21.2K – – –
MBFW
2180
Morton Brown Family Wealth
Pennsylvania
$20.7K +$11.7K +100 +128%
PAG
2181
Paladin Advisory Group
Iowa
$19.6K – – –
MSFP
2182
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
FW
2183
Fairway Wealth
Ohio
$18.6K +$18.7K +160 New
MIA
2184
MeadowBrook Investment Advisors
Michigan
$17.4K +$17.5K +150 New
CWM
2185
Cranbrook Wealth Management
Michigan
$17.2K – – –
NL
2186
NVWM LLC
Pennsylvania
$16.9K +$585 +5 +4%
KA
2187
Kozak & Associates
Colorado
$16.1K -$4.8K -41 -22%
NMM
2188
Naples Money Management
Florida
$15.8K +$15.9K +136 New
CWM
2189
CarsonAllaria Wealth Management
Illinois
$15.7K – – –
QL
2190
Quarry LP
New York
$15.4K -$65.9K -563 -81%
PA
2191
Pineridge Advisors
Missouri
$15.4K +$15.6K +133 New
CTWM
2192
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
DGAM
2193
Desjardins Global Asset Management
Quebec, Canada
$15.1K +$15.2K +130 New
FP
2194
Financial Perspectives
Minnesota
$15K – – –
RTL
2195
Red Tortoise LLC
Georgia
$15K – – –
JFG
2196
JDM Financial Group
Texas
$14.6K – – –
HI
2197
Hoey Investments
Pennsylvania
$14.5K -$3.57M -30,509 -100%
MIM
2198
Macroview Investment Management
Maryland
$14.4K -$585 -5 -4%
FGA
2199
Fortis Group Advisors
New Jersey
$14.4K +$7.25K +62 +100%
HFM
2200
Hartford Financial Management
Connecticut
$13.8K – – –
86 87
88
89 90