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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2201
Global Wealth Strategies & Associates
Colorado
$13K -$17.8K -198 -58%
PWA
2202
Principia Wealth Advisory
Texas
$12.8K +$1.08K +12 +9%
CWM
2203
Cranbrook Wealth Management
Michigan
$12.7K +$8.37K +93 +190%
MCA
2204
Midwest Capital Advisors
Michigan
$12.7K – – –
KA
2205
Kozak & Associates
Colorado
$12.5K -$1.26K -14 -10%
BT
2206
Banque Transatlantique
France
$12.4K – – –
FP
2207
Financial Perspectives
Minnesota
$12.2K – – –
WPA
2208
Wealth Preservation Advisors
Tennessee
$12.2K – – –
TIM
2209
Total Investment Management
Arizona
$11.9K +$12K +133 New
EWP
2210
Elevation Wealth Partners
California
$11.7K – – –
FFWM
2211
Future Financial Wealth Management
Ohio
$11.4K – – –
JFG
2212
JDM Financial Group
Texas
$11.3K – – –
LWA
2213
Lowe Wealth Advisors
Maryland
$10.9K – – –
CAM
2214
Clarity Asset Management
Iowa
$10.6K +$90 +1 +0.9%
ACM
2215
Anfield Capital Management
California
$10.5K – – –
HNW
2216
High Note Wealth
Minnesota
$10.5K +$360 +4 +4%
HFS
2217
Hughes Financial Services
Virginia
$10.4K -$4.05K -45 -29%
SCA
2218
Stuart Chaussee & Associates
California
$10.2K – – –
API
2219
Asset Planning Inc
California
$10.2K +$90 +1 +0.9%
HFM
2220
Hartford Financial Management
Connecticut
$9.95K -$10.6K -118 -52%
RWM
2221
RMG Wealth Management
Wisconsin
$9.79K +$9.63K +107 New
BAM
2222
Bellevue Asset Management
Washington
$9.76K +$90 +1 +0.9%
CTWM
2223
Cherry Tree Wealth Management
Minnesota
$9.69K -$10.3K -114 -51%
HAP
2224
Harbor Asset Planning
Massachusetts
$9.49K +$9.54K +106 New
CIAS
2225
CBIZ Investment Advisory Services
Ohio
$9.42K -$4.41K -49 -32%
87 88
89
90 91