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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2251
Kozak & Associates
Colorado
$18.4K +$684 +6 +4%
CTWM
2252
Cherry Tree Wealth Management
Minnesota
$18.2K +$1.37K +12 +9%
CFFP
2253
Center for Financial Planning
Michigan
$18.2K +$11.4K +100 +233%
LF
2254
LifeSteps Financial
California
$17.5K +$15.6K +137 New
NMM
2255
Naples Money Management
Florida
$17.3K – – –
PCMC
2256
Planning Capital Management Corporation
Pennsylvania
$16.9K -$8.67K -76 -36%
AWM
2257
Activest Wealth Management
Florida
$16.7K +$5.02K +44 +51%
FP
2258
Financial Perspectives
Minnesota
$16.4K – – –
JFG
2259
JDM Financial Group
Texas
$16K – – –
HFM
2260
Harvest Fund Management
China
$16K -$8.78K -77 -37%
HI
2261
Hoey Investments
Pennsylvania
$15.9K – – –
MIM
2262
Macroview Investment Management
Maryland
$15.8K – – –
HFM
2263
Hartford Financial Management
Connecticut
$15.1K – – –
PWA
2264
Provenance Wealth Advisors
Florida
$15K – – –
CAM
2265
Clarity Asset Management
Iowa
$14.6K – – –
RTL
2266
Red Tortoise LLC
Georgia
$14.5K -$1.71K -15 -12%
CMA
2267
Cedar Mountain Advisors
Oregon
$14.5K – – –
SCA
2268
Stuart Chaussee & Associates
California
$14.5K – – –
EWM
2269
Evermay Wealth Management
Virginia
$13.9K -$1.14K -10 -8%
BAM
2270
Bellevue Asset Management
Washington
$13.4K +$114 +1 +1%
BBPWM
2271
Blue Bell Private Wealth Management
Pennsylvania
$13.2K +$456 +4 +4%
DWS
2272
Dynamic Wealth Strategies
California
$13K – – –
CCA
2273
Criterion Capital Advisors
Tennessee
$13K – – –
BWL
2274
Bogart Wealth LLC
Virginia
$12.7K – – –
FFL
2275
Financial Freedom LLC
Ohio
$12.7K – – –
89 90
91
92 93