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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2201
Marquette Asset Management
Minnesota
$11.9K +$11.9K +126 New
JFG
2202
JDM Financial Group
Texas
$11.9K – – –
HNW
2203
High Note Wealth
Minnesota
$11.4K +$378 +4 +3%
CAM
2204
Clarity Asset Management
Iowa
$11.2K +$95 +1 +0.8%
YDMI
2205
Y.D. More Investments
Israel
$10.8K +$3.02K +32 +40%
API
2206
Asset Planning Inc
California
$10.8K – – –
HFM
2207
Hartford Financial Management
Connecticut
$10.6K +$95 +1 +0.9%
FFA
2208
Frazier Financial Advisors
Ohio
$10.4K +$1.23K +13 +13%
BAM
2209
Bellevue Asset Management
Washington
$10.4K +$95 +1 +0.9%
CTWM
2210
Cherry Tree Wealth Management
Minnesota
$10.2K – – –
HAP
2211
Harbor Asset Planning
Massachusetts
$10K – – –
HB
2212
Horizon Bancorp
Indiana
$10K -$161K -1,700 -94%
AP
2213
Aspect Partners
Virginia
$9.84K – – –
RTL
2214
Red Tortoise LLC
Georgia
$9.65K – – –
SC
2215
Stephens Consulting
Michigan
$9.46K -$4.44K -47 -32%
LWA
2216
Lowe Wealth Advisors
Maryland
$9.46K -$2.08K -22 -18%
1NWS
2217
1 North Wealth Services
Maryland
$9.46K – – –
FFL
2218
Financial Freedom LLC
Ohio
$9.46K – – –
FLFS
2219
Family Legacy Financial Solutions
North Carolina
$9.46K +$9.45K +100 New
HC
2220
Hurley Capital
New York
$9.46K +$9.45K +100 New
IRAG
2221
Investment Research & Advisory Group
Georgia
$9.41K +$189 +2 +3%
RWM
2222
RMG Wealth Management
Wisconsin
$9.35K – – –
PWA
2223
Provenance Wealth Advisors
Florida
$9.18K – – –
FPF
2224
First Pacific Financial
Washington
$9.08K -$14.4K -152 -61%
PCM
2225
Penserra Capital Management
California
$9K – – –
87 88
89
90 91