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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
3001
IMA Advisory Services
Colorado
$14.5K +$15.8K +147 New
AWM
3002
Avondale Wealth Management
Texas
$14.4K – – –
TCM
3003
TD Capital Management
Tennessee
$14.1K – – –
PCM
3004
Penserra Capital Management
California
$14K -$1.03M -9,578 -98%
RWM
3005
Ruedi Wealth Management
Illinois
$13.8K – – –
CFS
3006
Compass Financial Services
Iowa
$13.7K +$13.6K +127 +1,058%
SHIM
3007
Stone House Investment Management
Pennsylvania
$13.7K +$14.9K +139 New
CCMW
3008
Cypress Capital Management (Wyoming)
Wyoming
$13.5K – – –
IMC
3009
Investment Management Corporation
Virginia
$13K – – –
CFS
3010
CGC Financial Services
Oregon
$12.7K -$645 -6 -4%
JFG
3011
JDM Financial Group
Texas
$12.6K – – –
SC
3012
Steph & Co
Wisconsin
$11.9K +$2.79K +26 +27%
SR
3013
Summer Road
Florida
$11.8K – – –
NRWA
3014
North Ridge Wealth Advisors
Oregon
$11.4K – – –
DPW
3015
DiNuzzo Private Wealth
Pennsylvania
$11.3K +$752 +7 +7%
BFS
3016
Burkett Financial Services
South Carolina
$11K – – –
SCA
3017
Stuart Chaussee & Associates
California
$11K – – –
ETS
3018
ESL Trust Services
New York
$10.4K -$21.5K -200 -66%
AP
3019
Aspect Partners
Virginia
$10K – – –
GWSA
3020
Global Wealth Strategies & Associates
Colorado
$9.49K +$10.3K +96 New
GC
3021
Gould Capital
Washington
$9.08K – – –
EA
3022
Evolution Advisers
Virginia
$9K – – –
WFA
3023
West Financial Advisors
Iowa
$8.98K -$967 -9 -9%
CFP
3024
Comprehensive Financial Planning
Pennsylvania
$8.95K – – –
GIS
3025
Grayhawk Investment Strategies
Alberta, Canada
$8.59K – – –
119 120
121
122 123