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Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1801
Financial Enhancement Group
Indiana
$13K – – –
EWA
1802
Evolution Wealth Advisors
Florida
$13K +$12.4K +177 New
AGA
1803
Accuvest Global Advisors
Utah
$13K +$12.6K +180 New
LPWM
1804
Lake Point Wealth Management
Texas
$12K +$11.8K +168 New
THWM
1805
Taylor Hoffman Wealth Management
Virginia
$11K – – –
SC
1806
Steph & Co
Wisconsin
$11K +$10.5K +150 New
AWM
1807
Avior Wealth Management
Nebraska
$10K +$7.02K +100 +256%
BCI
1808
Brinker Capital Investments
Pennsylvania
$9K – – –
PW
1809
Price Wealth
Texas
$9K +$8.29K +118 New
PP
1810
Pacifica Partners
Canada
$9K +$8.43K +120 New
LF
1811
Lee Financial
Texas
$8K -$32.9K -468 -82%
BAMG
1812
Brand Asset Management Group
Missouri
$8K – – –
JSC
1813
Jackson Square Capital
California
$7K +$6.25K +89 New
FMP
1814
Financial Management Professionals
Texas
$7K +$6.39K +91 New
WCM
1815
Wealthcare Capital Management
Virginia
$7K +$6.74K +96 New
SFPG
1816
Stonebridge Financial Planning Group
Florida
$7K +$7.02K +100 New
HF
1817
Halpern Financial
Virginia
$6.17K +$5.83K +83 New
FPFS
1818
First Personal Financial Services
North Carolina
$6K -$79.2K -1,128 -93%
LWANC
1819
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
AIM
1820
Arcadia Investment Management
Michigan
$5K – – –
SAM
1821
S.A. Mason
Michigan
$5K +$4.63K +66 New
RG
1822
Retirement Group
California
$5K +$4.84K +69 New
FBT
1823
First Bank & Trust
South Dakota
$4K – – –
HWM
1824
Holloway Wealth Management
Florida
$4K – – –
NL
1825
NVWM LLC
Pennsylvania
$4K – – –
71 72
73
74 75