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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2301
Sage Private Wealth Group
Illinois
$181K +$173K +2,140 New
ONST
2302
Old North State Trust
North Carolina
$178K -$97.7K -1,207 -36%
AIM
2303
Arcadia Investment Management
Michigan
$175K -$113K -1,400 -40%
SIS
2304
Sound Income Strategies
Florida
$175K +$972 +12 +0.6%
FP
2305
Financial Perspectives
Minnesota
$174K +$3.64K +45 +2%
TFGT
2306
TS Financial Group (TSFG)
Illinois
$169K +$2.43K +30 +2%
ICA
2307
Infrastructure Capital Advisors
New York
$169K +$162K +2,002 New
CMA
2308
Cedar Mountain Advisors
Oregon
$167K -$54.2K -670 -25%
SC
2309
Steph & Co
Wisconsin
$164K +$39.5K +488 +34%
FP
2310
Fiduciary Planning
Florida
$164K +$67.9K +839 +76%
BWM
2311
Baystate Wealth Management
Massachusetts
$163K -$1.05K -13 -0.7%
AWM
2312
AllSquare Wealth Management
New York
$160K – – –
CWP
2313
Concord Wealth Partners
Virginia
$158K +$151K +1,870 New
BWP
2314
Baldwin Wealth Partners
Massachusetts
$152K -$24.3K -300 -14%
T
2315
TOBAM
France
$150K – – –
AW
2316
Avion Wealth
Texas
$149K +$53.7K +663 +60%
IRC
2317
Investors Research Corp
Georgia
$142K +$324 +4 +0.2%
SA
2318
SRH Advisors
Kansas
$137K – – –
FMP
2319
Financial Management Professionals
Texas
$133K -$75.5K -932 -37%
AA
2320
Addison Advisors
Vermont
$133K +$128K +1,577 New
SFPG
2321
Stonebridge Financial Planning Group
Florida
$131K -$25.3K -312 -17%
TC
2322
Truvestments Capital
Florida
$129K -$1.86K -23 -1%
IHWM
2323
Iron Horse Wealth Management
Iowa
$128K +$123K +1,513 New
HGWM
2324
Harvest Group Wealth Management
Massachusetts
$127K +$13.6K +168 +13%
CCA
2325
Catalyst Capital Advisors
New York
$126K – – –
91 92
93
94 95