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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
3776
Global Wealth Strategies & Associates
Colorado
$135K +$13.1K +86 +11%
MAFA
3777
MJT & Associates Financial Advisory
Minnesota
$133K +$1.07K +7 +0.8%
MSFP
3778
Mark Sheptoff Financial Planning
Connecticut
$133K +$11.4K +75 +9%
CWM
3779
Cranbrook Wealth Management
Michigan
$131K +$10.5K +69 +9%
AWM
3780
Abound Wealth Management
Tennessee
$131K -$3.35K -22 -2%
MSWM
3781
Mowery & Schoenfeld Wealth Management
Illinois
$131K +$20.9K +137 +19%
DRS
3782
Deane Retirement Strategies
Louisiana
$130K – – –
FFL
3783
Financial Freedom LLC
Ohio
$129K -$6.7K -44 -5%
CFM
3784
Cornerstone Financial Management
Massachusetts
$127K +$127K +831 New
DCM
3785
Dorato Capital Management
Colorado
$126K +$115K +754 New
PG
3786
Proffitt & Goodson
Tennessee
$125K -$5.18K -34 -4%
OCM
3787
Osterweis Capital Management
California
$122K +$28.2K +185 +30%
NL
3788
Navalign LLC
California
$121K +$121K +794 New
MAM
3789
Meeder Asset Management
Ohio
$119K -$8.07K -53 -6%
GWSG
3790
GPS Wealth Strategies Group
Colorado
$118K -$574K -3,766 -83%
HFS
3791
Horizon Financial Services
North Carolina
$118K – – –
EP
3792
Essential Partners
California
$117K -$47.8K -314 -29%
KAS
3793
Kemnay Advisory Services
New York
$114K +$114K +751 New
CA
3794
Centerpoint Advisors
Massachusetts
$112K -$30.6K -201 -21%
UIA
3795
Ulland Investment Advisors
Minnesota
$109K – – –
CCMI
3796
Creative Capital Management Investments
California
$109K +$13.3K +87 +14%
IWM
3797
Inlight Wealth Management
Georgia
$107K – – –
AF
3798
Abound Financial
California
$107K +$106K +699 New
FDCP
3799
Foster Dykema Cabot & Partners
Massachusetts
$105K -$10.2K -67 -9%
QL
3800
Quarry LP
New York
$104K -$104K -683 -50%
150 151
152
153 154