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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1501
Moisand Fitzgerald Tamayo
Florida
$27K +$5.32K +280 +21%
CMA
1502
Cedar Mountain Advisors
Oregon
$25K – – –
LWANC
1503
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
MSFP
1504
Mark Sheptoff Financial Planning
Connecticut
$25K +$19.1K +1,002 +199%
TCWA
1505
Ten Capital Wealth Advisors
Washington
$25K +$28.2K +1,483 New
TSW
1506
Thompson Siegel & Walmsley
Virginia
$25K +$28.5K +1,500 New
CWA
1507
Carolina Wealth Advisors
South Carolina
$24K – – –
IFA
1508
Interactive Financial Advisors
Illinois
$24K – – –
BA
1509
Bivin & Associates
Oklahoma
$24K +$24.7K +1,300 +1,300%
HF
1510
Halpern Financial
Virginia
$23.6K – – –
PAI
1511
Pittenger & Anderson Inc
Nebraska
$23K -$47.5K -2,500 -65%
MCM
1512
MV Capital Management
Maryland
$23K +$266 +14 +1%
MW
1513
Milestone Wealth
New York
$22K – – –
COCM
1514
Charter Oak Capital Management
New Hampshire
$22K +$2.11K +111 +9%
AA
1515
AlphaMark Advisors
Kentucky
$22K +$3.8K +200 +18%
WAM
1516
Worth Asset Management
Texas
$22K +$33K +1,736 New
WWP
1517
WR Wealth Planners
Missouri
$22K +$24.7K +1,300 New
SCA
1518
Sandy Cove Advisors
Massachusetts
$21K +$4.75K +250 +25%
TFP
1519
Tilia Fiduciary Partners
North Carolina
$21K +$7.72K +406 +50%
LFA
1520
Level Financial Advisors
New York
$20K +$3.8K +200 +20%
GTAM
1521
Global Trust Asset Management
Florida
$20K +$16.1K +848 +255%
WT
1522
Whittier Trust
California
$19K -$639K -33,611 -97%
TFO
1523
Tarbox Family Office
California
$19K -$29.3K -1,541 -58%
HWM
1524
HighMark Wealth Management
Minnesota
$19K +$114 +6 +0.5%
GIA
1525
Goodwin Investment Advisory
Georgia
$19K +$14.4K +755 +208%
59 60
61
62 63