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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2701
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
HFS
2702
Hopwood Financial Services
Virginia
$22.5K +$24K +95 New
PAM
2703
Palisade Asset Management
Minnesota
$22.5K +$24K +95 New
CF
2704
Collier Financial
Colorado
$22.5K +$24K +95 New
IUHSA
2705
Itau Unibanco Holding S.A.
Brazil
$22.3K -$1.77M -7,016 -99%
FWM
2706
FSA Wealth Management
Massachusetts
$22.2K – – –
SIS
2707
Strategic Investment Solutions
Illinois
$22.1K – – –
API
2708
Asset Planning Inc
California
$22K – – –
DPW
2709
DiNuzzo Private Wealth
Pennsylvania
$21.5K -$504 -2 -2%
PPA
2710
Painted Porch Advisors
California
$21.3K – – –
CFS
2711
Compass Financial Services
Iowa
$21.1K – – –
AIM
2712
Access Investment Management
Georgia
$21.1K – – –
CWP
2713
Clark Wealth Partners
Illinois
$20.9K -$37.1K -147 -65%
PC
2714
Promus Capital
Illinois
$20.4K – – –
PK
2715
Pflug Koory
Nebraska
$20.1K -$13.4K -53 -38%
CA
2716
Centerpoint Advisors
Massachusetts
$20K +$21.7K +86 New
PWMA
2717
Pension & Wealth Management Advisors
Massachusetts
$19.9K +$19.7K +78 +1,560%
RFA
2718
Reyes Financial Architecture
California
$19.2K – – –
AWM
2719
Accredited Wealth Management
Kentucky
$19K -$7.57K -30 -38%
AF
2720
Alerus Financial
North Dakota
$18.5K +$9.58K +38 +95%
WAG
2721
Wiser Advisor Group
Arizona
$18.4K +$19.7K +78 New
VWM
2722
Vermillion Wealth Management
Minnesota
$18.4K -$23.7K -94 -55%
DMKJ
2723
David M. Knott Jr
$18.2K – – –
TIM
2724
Tortoise Investment Management
New York
$18K +$2.77K +11 +17%
AW
2725
Avion Wealth
Texas
$18K -$6.56K -26 -25%
107 108
109
110 111