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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1701
Bogart Wealth LLC
Virginia
$15.3K -$24.3K -93 -65%
TCG
1702
Transcendent Capital Group
Oklahoma
$15K -$273K -1,044 -95%
BC
1703
Broadwater Capital
Massachusetts
$15K – – –
OIA
1704
Optimum Investment Advisors
Illinois
$15K – – –
VFIC
1705
Valley Forge Investment Consultants
Pennsylvania
$15K – – –
ZRP
1706
Zynergy Retirement Planning
New Jersey
$15K +$13.1K +50 New
PPC
1707
Park Place Capital
Alabama
$14.7K – – –
FPFS
1708
First Personal Financial Services
North Carolina
$14.1K – – –
MFT
1709
Moisand Fitzgerald Tamayo
Florida
$13.8K – – –
ANBT
1710
American National Bank & Trust
Texas
$13.5K – – –
EIM
1711
Essex Investment Management
Massachusetts
$13.5K – – –
OA
1712
Operose Advisors
Wisconsin
$13.5K – – –
WWM
1713
Wolff Wiese Magana
California
$13.5K – – –
SGC
1714
Slocum, Gordon & Co
Rhode Island
$13.5K – – –
UWS
1715
Unique Wealth Strategies
Illinois
$13.3K +$12K +46 New
EC
1716
EntryPoint Capital
New York
$13.2K +$11.5K +44 New
CWM
1717
Cranbrook Wealth Management
Michigan
$13.2K – – –
HWP
1718
Highline Wealth Partners
California
$12.3K +$523 +2 +5%
WAG
1719
Wiser Advisor Group
Arizona
$12.2K +$262 +1 +3%
LIA
1720
Luken Investment Analytics
Tennessee
$12K – – –
ACM
1721
Anfield Capital Management
California
$11.7K +$3.66K +14 +56%
TWM
1722
TLW Wealth Management
Florida
$11.7K +$4.18K +16 +70%
RI
1723
Ridgewood Investments
New Jersey
$11.5K +$9.94K +38 New
JGIA
1724
Jackson Grant Investment Advisers
Connecticut
$11.1K – – –
LFA
1725
Legend Financial Advisors
Pennsylvania
$11.1K – – –
67 68
69
70 71