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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2326
Legend Financial Advisors
Pennsylvania
$23K +$21.7K +225 +1,023%
RG
2327
Retirement Group
California
$21K – – –
VCM
2328
Versant Capital Management
Arizona
$20.9K – – –
CPFP
2329
Clear Perspectives Financial Planning
Ohio
$19.7K +$20.4K +211 New
RCG
2330
Rock Creek Group
District of Columbia
$19K -$25.9K -268 -57%
LWANC
2331
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
HB
2332
Horizon Bancorp
Indiana
$19K +$19.4K +201 New
WFA
2333
West Financial Advisors
Iowa
$18.9K -$53.1K -550 -73%
FWA
2334
FSC Wealth Advisors
New York
$18.2K – – –
AFIA
2335
America First Investment Advisors
Nebraska
$18K +$18.3K +190 New
IWP
2336
IAG Wealth Partners
Wisconsin
$15.5K -$9.07K -94 -36%
FSWA
2337
Financial Synergies Wealth Advisors
Texas
$15.2K +$15.7K +163 New
CDIA
2338
Capital Directions Investment Advisors
Georgia
$14.9K +$15.4K +160 New
FFL
2339
Financial Freedom LLC
Ohio
$14.9K +$15.4K +160 New
SC
2340
Steph & Co
Wisconsin
$14K – – –
KC
2341
Kenfarb & Co
Kentucky
$13.8K – – –
CAS
2342
Coppell Advisory Solutions
Texas
$13K +$13.4K +139 New
CASC
2343
Coppell Advisory Solutions Corp
Texas
$13K +$13.4K +139 New
AWM
2344
Abound Wealth Management
Tennessee
$12.8K -$7.82K -81 -37%
PFG
2345
Piershale Financial Group
Illinois
$12.4K +$12.8K +133 New
CAM
2346
Close Asset Management
United Kingdom
$12K – – –
AAP
2347
Arax Advisory Partners
Colorado
$11.6K -$15.4K -160 -56%
CSC
2348
Caldwell Sutter Capital
California
$11.6K +$12K +124 New
JFG
2349
JDM Financial Group
Texas
$11.4K +$11.8K +122 New
RWM
2350
Raffa Wealth Management
District of Columbia
$11.3K -$482 -5 -4%
92 93
94
95 96