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Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
2101
Caitlin John
Michigan
$21.4K -$2.9K -38 -12%
AWM
2102
Abound Wealth Management
Tennessee
$21.2K -$1.45K -19 -7%
FCT
2103
First Community Trust
Iowa
$20.7K – – –
RTL
2104
Red Tortoise LLC
Georgia
$20.5K +$16.6K +217 +543%
CIAS
2105
CBIZ Investment Advisory Services
Ohio
$20.3K +$19.5K +255 New
FFL
2106
Financial Freedom LLC
Ohio
$20.1K +$229 +3 +1%
AWM
2107
Atticus Wealth Management
Florida
$20K -$8.78K -115 -31%
FGA
2108
Fortis Group Advisors
New Jersey
$19.9K -$19.1K -250 -50%
PCFFS
2109
Pacific Center for Financial Services
California
$19.9K – – –
TAM
2110
Tucker Asset Management
Colorado
$19.9K – – –
ACA
2111
American Capital Advisory
Idaho
$19.6K +$17.1K +224 +560%
IWP
2112
IAG Wealth Partners
Wisconsin
$18.2K +$153 +2 +0.9%
PCA
2113
Providence Capital Advisors
North Carolina
$17.5K +$1.45K +19 +10%
PO
2114
Private Ocean
California
$17.4K – – –
AW
2115
Avion Wealth
Texas
$17K +$2.44K +32 +18%
LF
2116
LifeSteps Financial
California
$16.9K +$16.2K +212 New
EFP
2117
EnRich Financial Partners
Wisconsin
$16.5K +$15.8K +207 New
WFA
2118
West Financial Advisors
Iowa
$16.2K – – –
WOC
2119
West Oak Capital
California
$16K -$114K -1,495 -88%
CWM
2120
CarsonAllaria Wealth Management
Illinois
$14.3K +$13.7K +179 New
LI
2121
Louisbourg Investments
New Brunswick, Canada
$14K +$13.4K +175 New
DFA
2122
DHJJ Financial Advisors
Illinois
$13.7K – – –
FSWA
2123
Financial Synergies Wealth Advisors
Texas
$13K – – –
VWA
2124
Valued Wealth Advisors
Utah
$12.9K +$2.52K +33 +26%
DF
2125
Dunhill Financial
United Kingdom
$12.8K +$1.3K +17 +12%
83 84
85
86 87