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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3001
Dynamic Wealth Strategies
California
$15.1K +$16.4K +153 New
RTL
3002
Red Tortoise LLC
Georgia
$15K -$39.2K -365 -71%
FW
3003
Fairway Wealth
Ohio
$14.9K +$16.2K +151 New
IAS
3004
IMA Advisory Services
Colorado
$14.5K +$15.8K +147 New
AWM
3005
Avondale Wealth Management
Texas
$14.4K – – –
TCM
3006
TD Capital Management
Tennessee
$14.1K – – –
PCM
3007
Penserra Capital Management
California
$14K -$1.03M -9,578 -98%
RWM
3008
Ruedi Wealth Management
Illinois
$13.8K – – –
CFS
3009
Compass Financial Services
Iowa
$13.7K +$13.6K +127 +1,058%
SHIM
3010
Stone House Investment Management
Pennsylvania
$13.7K +$14.9K +139 New
CCMW
3011
Cypress Capital Management (Wyoming)
Wyoming
$13.5K – – –
IMC
3012
Investment Management Corporation
Virginia
$13K – – –
CFS
3013
CGC Financial Services
Oregon
$12.7K -$645 -6 -4%
JFG
3014
JDM Financial Group
Texas
$12.6K – – –
SC
3015
Steph & Co
Wisconsin
$11.9K +$2.79K +26 +27%
SR
3016
Summer Road
Florida
$11.8K – – –
NRWA
3017
North Ridge Wealth Advisors
Oregon
$11.4K – – –
DPW
3018
DiNuzzo Private Wealth
Pennsylvania
$11.3K +$752 +7 +7%
BFS
3019
Burkett Financial Services
South Carolina
$11K – – –
SCA
3020
Stuart Chaussee & Associates
California
$11K – – –
ETS
3021
ESL Trust Services
New York
$10.4K -$21.5K -200 -66%
AP
3022
Aspect Partners
Virginia
$10K – – –
GWSA
3023
Global Wealth Strategies & Associates
Colorado
$9.49K +$10.3K +96 New
GC
3024
Gould Capital
Washington
$9.08K – – –
EA
3025
Evolution Advisers
Virginia
$9K – – –
119 120
121
122 123