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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
Cranbrook Wealth Management
Michigan
$19.9K -$59.7K -660 -76%
IWMWV
2202
Ironwood Wealth Management (West Virginia)
West Virginia
$19.5K – – –
JWM
2203
Jessup Wealth Management
Ohio
$19.5K +$18.8K +208 New
EWP
2204
Elevation Wealth Partners
California
$19.4K +$1.18K +13 +7%
TCM
2205
TD Capital Management
Tennessee
$19.1K – – –
CCMI
2206
Creative Capital Management Investments
California
$18.7K – – –
BBPWM
2207
Blue Bell Private Wealth Management
Pennsylvania
$18.4K – – –
GCM
2208
Gables Capital Management
Florida
$18.4K – – –
MSFP
2209
Mark Sheptoff Financial Planning
Connecticut
$18.3K – – –
IUHSA
2210
Itau Unibanco Holding S.A.
Brazil
$18.3K +$11.4K +126 +183%
VR
2211
Vision Retirement
New Jersey
$18.2K +$17.5K +194 New
FIA
2212
FNY Investment Advisers
New York
$18K +$18.1K +200 New
STB
2213
S&T Bank
Pennsylvania
$18K -$12.5K -138 -42%
SWA
2214
SOA Wealth Advisors
New York
$17.6K – – –
IAS
2215
IMA Advisory Services
Colorado
$16.8K -$16.1K -178 -50%
FIM
2216
FWL Investment Management
Texas
$16.7K – – –
MBFW
2217
Morton Brown Family Wealth
Pennsylvania
$16.7K – – –
PAG
2218
Paladin Advisory Group
Iowa
$15.8K – – –
SC
2219
Swan Capital
Florida
$15.8K – – –
HIW
2220
Holos Integrated Wealth
Pennsylvania
$15.8K +$90 +1 +0.6%
GAFA
2221
Garton & Associates Financial Advisors
Kentucky
$15.7K +$15.1K +167 New
TCM
2222
Tradewinds Capital Management
Washington
$15.6K +$90 +1 +0.6%
WPA
2223
Wealth Preservation Advisors
Tennessee
$15.3K – – –
FW
2224
Fairway Wealth
Ohio
$15K – – –
MSWM
2225
Mowery & Schoenfeld Wealth Management
Illinois
$14.8K – – –
87 88
89
90 91