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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2351
LifeSteps Financial
California
$809K -$30.2K -200 -4%
TWP
2352
Total Wealth Planning
Ohio
$809K -$18.1K -120 -2%
SCM
2353
Sterneck Capital Management
Missouri
$808K -$30.2K -200 -4%
CIM
2354
Chapman Investment Management
California
$807K -$42.9K -284 -5%
VC
2355
Veracity Capital
Georgia
$805K +$58.2K +386 +8%
PAG
2356
Powers Advisory Group
Illinois
$802K -$905 -6 -0.1%
FWTB
2357
First Western Trust Bank
Colorado
$801K -$320K -2,119 -29%
CQS
2358
Credential Qtrade Securities
$797K +$61.9K +410 +9%
OF
2359
Outfitter Financial
Maine
$796K – – –
W
2360
Wealthquest
Ohio
$796K -$63.5K -421 -8%
CWM
2361
Campbell Wealth Management
Virginia
$793K +$298K +1,976 +65%
NPA
2362
Nichols & Pratt Advisers
Massachusetts
$793K +$2.11K +14 +0.3%
RZH
2363
Relyea Zuckerberg Hanson
Connecticut
$792K -$12.8K -85 -2%
AP
2364
Appleton Partners
Massachusetts
$792K -$114K -757 -13%
LWM
2365
LongView Wealth Management
Georgia
$791K -$56.6K -375 -7%
AP
2366
Atwood & Palmer
Missouri
$789K -$24.4K -162 -3%
CCA
2367
Cottonwood Capital Advisors
Utah
$789K -$39.1K -259 -5%
AAI
2368
American Assets Inc
California
$789K – – –
OIM
2369
Opus Investment Management
Massachusetts
$789K – – –
JC
2370
JB Capital
Connecticut
$787K +$16K +106 +2%
SL
2371
Salomon & Ludwin
Virginia
$787K +$90.5K +600 +14%
SWM
2372
Sterling Wealth Management
Illinois
$786K +$4.68K +31 +0.6%
PCMC
2373
Paragon Capital Management (Colorado)
Colorado
$785K -$23.7K -157 -3%
AWA
2374
Aletheian Wealth Advisors
Washington
$785K +$65.5K +434 +10%
LSA
2375
Leonteq Securities AG
Switzerland
$781K -$2.74M -18,157 -79%
93 94
95
96 97