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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2501
Personal Wealth Partners
Minnesota
$40K – – –
ST
2502
Sageworth Trust
Pennsylvania
$39K +$13.9K +300 +60%
EA
2503
Emerald Advisers
Pennsylvania
$38K +$37.2K +800 New
SFA
2504
Semmax Financial Advisors
North Carolina
$37K -$15.8K -341 -31%
MFT
2505
Moisand Fitzgerald Tamayo
Florida
$37K – – –
FEG
2506
Financial Enhancement Group
Indiana
$35K – – –
JAM
2507
JCIC Asset Management
Ontario, Canada
$34K – – –
LPWM
2508
Lake Point Wealth Management
Texas
$34K +$32.7K +704 New
PC
2509
Permanens Capital
New York
$31K +$29.7K +640 New
IF
2510
Ironwood Financial
Arizona
$29K – – –
LFG
2511
Larson Financial Group
Missouri
$27K -$46.2K -994 -64%
LWA
2512
Lowe Wealth Advisors
Maryland
$24K -$4.28K -92 -15%
SSWG
2513
Seven Springs Wealth Group
Tennessee
$22K +$20.9K +450 New
CMA
2514
Cedar Mountain Advisors
Oregon
$21K +$20K +431 New
IWP
2515
IAG Wealth Partners
Wisconsin
$19K +$17.8K +382 New
CI
2516
Cordant Inc
Oregon
$19K +$18.3K +394 New
JWBC
2517
John W. Brooker & Co
California
$19K +$18.6K +400 New
1NWS
2518
1 North Wealth Services
Maryland
$18K +$14.7K +316 +494%
OAJ
2519
Ogorek Anthony Joseph
New York
$15K +$6.97K +150 +88%
WCM
2520
Wealthcare Capital Management
Virginia
$15K +$14.5K +312 New
AWM
2521
Avondale Wealth Management
Texas
$14K – – –
IFA
2522
Interactive Financial Advisors
Illinois
$14K – – –
SCA
2523
Stuart Chaussee & Associates
California
$14K – – –
SWM
2524
Selective Wealth Management
Virginia
$13K +$46 +1 +0.4%
BC
2525
Belmont Capital
California
$12K +$11.6K +250 New
99 100
101
102 103