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Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
2626
AGF Investments LLC
Ontario, Canada
$87K -$508K -4,062 -85%
PS
2627
Planned Solutions
California
$87K +$87.4K +699 New
AAP
2628
Arax Advisory Partners
Colorado
$86K +$36.6K +293 +74%
JWM
2629
Janiczek Wealth Management
Colorado
$85K -$375 -3 -0.4%
CIAS
2630
CBIZ Investment Advisory Services
Ohio
$82K – – –
CWM
2631
Cranbrook Wealth Management
Michigan
$82K – – –
AWM
2632
Adams Wealth Management
Utah
$82K +$83K +664 New
HGWM
2633
Harvest Group Wealth Management
Massachusetts
$80K – – –
SIA
2634
SeaBridge Investment Advisors
New Jersey
$79K – – –
WAM
2635
Wolverine Asset Management
Illinois
$77K +$78K +624 New
LWA
2636
Lowe Wealth Advisors
Maryland
$76K +$16.6K +133 +28%
CCM
2637
Cribstone Capital Management
Maine
$75K -$7.63K -61 -9%
BFG
2638
Baron Financial Group
New Jersey
$74.1K +$74.6K +597 New
AIM
2639
Arcadia Investment Management
Michigan
$74K – – –
PWM
2640
Provident Wealth Management
Tennessee
$74K +$74.7K +598 New
KIG
2641
Kessler Investment Group
Indiana
$73K +$59.5K +476 +425%
ARMC
2642
American Research & Management Company
Massachusetts
$72K -$3.75K -30 -5%
HS
2643
Horan Securities
United States
$69K +$6.38K +51 +10%
DRS
2644
Deane Retirement Strategies
Louisiana
$67K -$6.25K -50 -9%
FA
2645
Fortis Advisors
Pennsylvania
$62K -$62.5K -500 -50%
QCMC
2646
Quantum Capital Management (California)
California
$62K – – –
EPM
2647
Equitec Proprietary Markets
Illinois
$62K +$62.5K +500 New
CFO
2648
CVA Family Office
Colorado
$61K +$38.1K +305 +165%
JWBC
2649
John W. Brooker & Co
California
$60K – – –
PW
2650
Price Wealth
Texas
$59K +$28K +224 +90%
104 105
106
107 108