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Name Holding Trade Value Shares
Change 		Change in
Stake
CFRPA
2851
Castle Financial & Retirement Planning Associates
New Jersey
$23K +$19.4K +171 New
BFG
2852
Baron Financial Group
New Jersey
$20.3K – – –
CWM
2853
Cranbrook Wealth Management
Michigan
$19K -$11.4K -100 -38%
LWP
2854
Laurel Wealth Planning
Minnesota
$19K – – –
LPWM
2855
Lake Point Wealth Management
Texas
$18K -$795 -7 -4%
WIA
2856
Wealthstreet Investment Advisors
Texas
$18K – – –
RCM
2857
Raleigh Capital Management
North Carolina
$17K +$16.1K +142 New
DTIM
2858
Danda Trouve Investment Management
Kansas
$16K – – –
ST
2859
Sageworth Trust
Pennsylvania
$15K -$1.82K -16 -11%
BBPWM
2860
Blue Bell Private Wealth Management
Pennsylvania
$15K +$14.2K +125 New
SPWG
2861
Sage Private Wealth Group
Illinois
$14K -$114 -1 -0.8%
OCM
2862
Orion Capital Management
California
$14K – – –
BAM
2863
Baldrige Asset Management
Pennsylvania
$13K – – –
HGWM
2864
Harvest Group Wealth Management
Massachusetts
$12K -$2.5K -22 -18%
VFIC
2865
Valley Forge Investment Consultants
Pennsylvania
$12K – – –
FA
2866
Financial Avengers
California
$12K +$114 +1 +1%
HF
2867
Halpern Financial
Virginia
$11.7K – – –
RFWA
2868
RPg Family Wealth Advisory
Massachusetts
$11.7K – – –
EA
2869
Evolution Advisers
Virginia
$11K +$11.4K +100 New
JRFS
2870
James Reed Financial Services
Ohio
$11K +$11.4K +100 New
WIM
2871
Westside Investment Management
California
$10.6K – – –
FCMA
2872
Foresight Capital Management Advisors
Michigan
$10K +$9.77K +86 New
MG
2873
MilWealth Group
Wisconsin
$9.04K – – –
TJHA
2874
Thomas J. Herzfeld Advisors
Florida
$9K – – –
GWMI
2875
Guardian Wealth Management (Illinois)
Illinois
$9K +$8.29K +73 New
113 114
115
116 117