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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1876
Kerr Financial Planning
California
$7.29K – – –
CFP
1877
Comprehensive Financial Planning
Pennsylvania
$7.22K – – –
BHWM
1878
Bay Harbor Wealth Management
Maryland
$7.22K +$2.44K +31 +52%
AF
1879
Alerus Financial
North Dakota
$7.06K – – –
GTAM
1880
Global Trust Asset Management
Florida
$6.87K -$2.92K -37 -30%
UFF
1881
USA Financial Formulas
Michigan
$6.67K -$503K -6,380 -99%
MNA
1882
Manning & Napier Advisors
New York
$6.63K -$3.38M -42,935 -100%
WPA
1883
Wealth Preservation Advisors
Tennessee
$6.19K – – –
BWM
1884
Benson Wealth Management
Tennessee
$6.19K +$6.15K +78 New
POIA
1885
Pin Oak Investment Advisors
Texas
$6K – – –
HC
1886
Hurley Capital
New York
$5.78K -$710 -9 -11%
RF
1887
Robinswood Financial
Washington
$5.71K – – –
BGA
1888
Battery Global Advisors
Massachusetts
$5.62K -$36.8K -467 -98%
NWS
1889
Nvest Wealth Strategies
Ohio
$5.56K +$5.52K +70 New
PWA
1890
Principia Wealth Advisory
Texas
$5.55K +$867 +11 +19%
RDFA
1891
Ritter Daniher Financial Advisory
Ohio
$5.4K +$5.36K +68 New
DWM
1892
Darwin Wealth Management
Florida
$5.32K -$2.37K -30 -31%
KA
1893
Kozak & Associates
Colorado
$5.2K – – –
SEP
1894
Signature Equity Partners
Ohio
$5.16K +$5.12K +65 New
FDCP
1895
Foster Dykema Cabot & Partners
Massachusetts
$5K -$2.44K -31 -33%
HNW
1896
High Note Wealth
Minnesota
$5K +$4.34K +55 +688%
CW
1897
CrossGen Wealth
North Carolina
$4.94K +$4.89K +62 New
AP
1898
Aspect Partners
Virginia
$4.92K – – –
EPG
1899
Estate Planners Group
Pennsylvania
$4.87K +$4.81K +61 New
SFAM
1900
Sawyer Falduto Asset Management
Illinois
$4.76K +$4.73K +60 New
74 75
76
77 78