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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1826
TD Capital Management
Tennessee
$86K -$27.8K -428 -25%
PS
1827
Planned Solutions
California
$86K – – –
IHWM
1828
Iron Horse Wealth Management
Iowa
$85K +$80.9K +1,244 New
HI
1829
Hudock Inc
Pennsylvania
$84K +$585 +9 +0.7%
MLFP
1830
MPS Loria Financial Planners
Illinois
$84K +$5.98K +92 +8%
TWM
1831
Tradition Wealth Management
Minnesota
$84K +$80.3K +1,234 New
RWM
1832
Raffa Wealth Management
District of Columbia
$81.4K +$1.37K +21 +2%
AWM
1833
AllSquare Wealth Management
New York
$78K +$13K +200 +21%
WPA
1834
West Paces Advisors
Georgia
$77.4K – – –
SIAG
1835
Safeguard Investment Advisory Group
California
$77K +$74.1K +1,140 New
GAM
1836
Gemmer Asset Management
California
$74K -$4.42K -68 -6%
MHR
1837
Matthew Hamilton Rosenberg
$74K +$65 +1 +0.1%
PCH
1838
PGIM Custom Harvest
New Jersey
$73K +$63.6K +978 New
GCM
1839
Gables Capital Management
Florida
$72K – – –
SN
1840
Sittner & Nelson
Oregon
$72K +$68.9K +1,060 New
JWM
1841
Janiczek Wealth Management
Colorado
$71K +$56.9K +875 +534%
HWM
1842
HighMark Wealth Management
Minnesota
$70K +$49.8K +765 +291%
CFFP
1843
Center for Financial Planning
Michigan
$69K – – –
AWM
1844
Accel Wealth Management
Iowa
$68K +$64.5K +992 New
PP
1845
Pacifica Partners
Canada
$67K -$1.69M -26,021 -96%
CT
1846
Clearstead Trust
Maine
$66K – – –
ST
1847
Sageworth Trust
Pennsylvania
$66K +$47K +722 +289%
ADIM
1848
Alpha DNA Investment Management
Maryland
$65K +$62.8K +965 New
BAM
1849
Barrett Asset Management
New York
$63K -$8.46K -130 -12%
COCM
1850
Charter Oak Capital Management
New Hampshire
$63K +$60K +923 New
72 73
74
75 76