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Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
3651
Investment Research & Advisory Group
Georgia
$38.5K -$9.63K -123 -23%
WPA
3652
Wealth Preservation Advisors
Tennessee
$38.4K -$12.3K -157 -24%
CIAS
3653
CBIZ Investment Advisory Services
Ohio
$37.9K -$46K -587 -55%
AWM
3654
Ameliora Wealth Management
Switzerland
$37.4K – – –
NWM
3655
Navigoe Wealth Management
California
$37K – – –
SC
3656
Solstein Capital
California
$36.9K -$64.9K -829 -64%
NWM
3657
Nova Wealth Management
Florida
$36.7K +$939 +12 +3%
BFS
3658
Bare Financial Services
Pennsylvania
$35.6K +$3.37K +43 +10%
SR
3659
Swiss Re
Switzerland
$35.5K – – –
NI
3660
NCP Inc
California
$35.4K – – –
TM
3661
Torren Management
California
$34.7K -$214K -2,733 -86%
TWM
3662
TopTier Wealth Management
Wisconsin
$33.5K +$33.8K +432 New
MWM
3663
Mosley Wealth Management
California
$33K +$37.7K +482 New
CCMI
3664
Creative Capital Management Investments
California
$32.6K +$5.87K +75 +22%
JFG
3665
JDM Financial Group
Texas
$31K – – –
SHIM
3666
Stone House Investment Management
Pennsylvania
$30.3K +$5.32K +68 +21%
LIA
3667
Luken Investment Analytics
Tennessee
$29.7K -$10.6K -135 -26%
UFPG
3668
United Financial Planning Group
New York
$29.2K +$8.53K +109 +41%
FLP
3669
Financial Life Planners
Arizona
$27.3K +$27.6K +352 New
ATC
3670
Advantage Trust Company
Kansas
$27.2K – – –
AF
3671
Aviso Financial
Ontario, Canada
$27.2K – – –
MNA
3672
Manning & Napier Advisors
New York
$26.9K +$15.7K +200 +137%
NA
3673
Networth Advisors
Pennsylvania
$26K +$19.3K +246 +276%
1CP
3674
1015 Capital Partners
Pennsylvania
$25.3K -$13.3K -170 -34%
HFS
3675
Horizon Financial Services
North Carolina
$25.3K – – –
145 146
147
148 149