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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2301
Raffa Wealth Management
District of Columbia
$25.7K – – –
PCFFS
2302
Pacific Center for Financial Services
California
$25K – – –
RG
2303
Retirement Group
California
$25K +$3.68K +35 +17%
MIM
2304
Macroview Investment Management
Maryland
$25K +$14.3K +136 +128%
S
2305
Surevest
California
$24K – – –
VCM
2306
Versant Capital Management
Arizona
$24K +$1.26K +12 +5%
SC
2307
Siena Capital
Ohio
$24K +$24.5K +233 New
GIA
2308
Goodwin Investment Advisory
Georgia
$23K +$23.7K +226 New
MW
2309
Milestone Wealth
New York
$21K – – –
FWA
2310
FSC Wealth Advisors
New York
$20K – – –
LPWM
2311
Lake Point Wealth Management
Texas
$20K – – –
NL
2312
NVWM LLC
Pennsylvania
$20K +$10.3K +98 +98%
BFG
2313
Baron Financial Group
New Jersey
$19.5K +$105 +1 +0.5%
CAM
2314
Close Asset Management
United Kingdom
$19K – – –
SC
2315
Schubert & Co
Texas
$19K +$13.2K +126 +200%
DBG
2316
De Burlo Group
Massachusetts
$18.2K +$18.9K +180 New
CA
2317
Crewe Advisors
Utah
$17K +$17.3K +165 New
FPFS
2318
First Personal Financial Services
North Carolina
$15K -$840 -8 -5%
KC
2319
Kenfarb & Co
Kentucky
$15K – – –
UIA
2320
Ulland Investment Advisors
Minnesota
$14K – – –
CI
2321
Cordant Inc
Oregon
$14K +$14.1K +134 New
PP
2322
PFS Partners
New Jersey
$13.8K – – –
PH
2323
Pinnacle Holdings
Oklahoma
$13.5K +$14K +133 New
HC
2324
Hoese & Co
Minnesota
$13K – – –
APW
2325
Acima Private Wealth
Virginia
$12K – – –
91 92
93
94 95