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Name Holding Trade Value Shares
Change 		Change in
Stake
IWMWV
2301
Ironwood Wealth Management (West Virginia)
West Virginia
$16.7K – – –
HFS
2302
Hughes Financial Services
Virginia
$16.5K +$15.7K +157 New
CIAS
2303
CBIZ Investment Advisory Services
Ohio
$16.2K +$13.5K +135 +711%
RVM
2304
Robinson Value Management
Texas
$16.1K – – –
MIM
2305
Marshall Investment Management
Colorado
$15.8K -$19K -191 -56%
SC
2306
Stephens Consulting
Michigan
$15.8K -$6.68K -67 -31%
FPF
2307
First Pacific Financial
Washington
$15.5K +$14.8K +148 New
ZRP
2308
Zynergy Retirement Planning
New Jersey
$15.1K +$15.2K +152 New
MCA
2309
Midwest Capital Advisors
Michigan
$14.9K – – –
BT
2310
Banque Transatlantique
France
$14.4K – – –
FP
2311
Financial Perspectives
Minnesota
$14.3K – – –
WPA
2312
Wealth Preservation Advisors
Tennessee
$14.3K +$13.6K +136 New
MIFH
2313
Migdal Insurance & Financial Holdings
Israel
$14K +$13.1K +131 New
BWL
2314
Bogart Wealth LLC
Virginia
$14K -$1.4K -14 -10%
BWM
2315
Bernard Wealth Management
Michigan
$14K +$3.79K +38 +40%
EWP
2316
Elevation Wealth Partners
California
$13.7K – – –
TCM
2317
TruNorth Capital Management
Michigan
$13.5K +$4.39K +44 +52%
FFWM
2318
Future Financial Wealth Management
Ohio
$13.3K – – –
JFG
2319
JDM Financial Group
Texas
$13.2K – – –
LWA
2320
Lowe Wealth Advisors
Maryland
$12.8K – – –
GWM
2321
Graybill Wealth Management
Illinois
$12.7K +$12.1K +121 New
BBPWM
2322
Blue Bell Private Wealth Management
Pennsylvania
$12.7K – – –
VWA
2323
Valued Wealth Advisors
Utah
$12.6K -$10.1K -101 -46%
KA
2324
Kozak & Associates
Colorado
$12.6K -$2.49K -25 -15%
PWA
2325
Provenance Wealth Advisors
Florida
$12.4K – – –
91 92
93
94 95