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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1001
JNBA Financial Advisors
Minnesota
$9K – – –
LWM
1002
Liberty Wealth Management
California
$9K – – –
MF
1003
Manchester Financial
California
$9K – – –
TF
1004
TimeScale Financial
Massachusetts
$9K – – –
EI
1005
Ellevest Inc
New York
$9K +$3.07K +53 +56%
TCWM
1006
Total Clarity Wealth Management
Illinois
$9K +$8.7K +150 New
FBT
1007
First Bank & Trust
South Dakota
$8K – – –
CBT
1008
Central Bank & Trust
Kentucky
$8K +$174 +3 +2%
BWM
1009
BerganKDV Wealth Management
Minnesota
$8K +$232 +4 +3%
LWANC
1010
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$4.93K +85 +170%
RA
1011
Resolute Advisors
California
$8K +$6.26K +108 +635%
CWA
1012
Carolina Wealth Advisors
South Carolina
$8K +$7.36K +127 New
PB
1013
Pinnacle Bancorp
Nebraska
$7K -$6.9K -119 -50%
PGAM
1014
Princeton Global Asset Management
New Jersey
$7K – – –
RG
1015
Retirement Group
California
$7K +$58 +1 +0.8%
HWM
1016
HighMark Wealth Management
Minnesota
$7K +$1.04K +18 +17%
WWM
1017
Wolff Wiese Magana
California
$7K +$1.22K +21 +21%
BMD
1018
Better Money Decisions
New Mexico
$7K +$6.21K +107 New
CAC
1019
Certified Advisory Corp
Florida
$7K +$6.61K +114 New
HWMA
1020
Heritage Wealth Management (Arizona)
Arizona
$7K +$6.9K +119 New
SIS
1021
Sound Income Strategies
Florida
$6.43K +$1.45K +25 +31%
JWM
1022
Janiczek Wealth Management
Colorado
$6K -$5.33K -92 -49%
AWM
1023
Accel Wealth Management
Iowa
$6K – – –
ARMC
1024
American Research & Management Company
Massachusetts
$6K – – –
CMA
1025
Cedar Mountain Advisors
Oregon
$6K – – –
39 40
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42 43