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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1501
Center for Financial Planning
Michigan
$109K -$15.2K -188 -13%
DI
1502
Disciplined Investments
Oklahoma
$109K -$35.6K -440 -26%
CAC
1503
Core Alternative Capital
Georgia
$107K +$2.1K +26 +2%
IHWM
1504
Iron Horse Wealth Management
Iowa
$107K -$3.73K -46 -4%
FP
1505
Financial Perspectives
Minnesota
$106K -$2.43K -30 -2%
CFD
1506
Creative Financial Designs
Indiana
$105K +$11.7K +145 +14%
APC
1507
Aspire Private Capital
North Carolina
$105K – – –
CWP
1508
Concord Wealth Partners
Virginia
$104K +$20.1K +248 +26%
CT
1509
Clearstead Trust
Maine
$102K +$3.56K +44 +4%
ODG
1510
O'Dell Group
Ohio
$101K +$93K +1,148 New
WPA
1511
West Paces Advisors
Georgia
$100K – – –
CA
1512
Continuum Advisory
Idaho
$99.1K +$1.05K +13 +0%
OA
1513
Operose Advisors
Wisconsin
$98.1K +$14.9K +184 +20%
CSWM
1514
Cassady Schiller Wealth Management
Ohio
$97.5K -$56.5K -698 -39%
JMF
1515
Johnson Midwest Financial
Iowa
$96.6K +$162 +2 +0.2%
FA
1516
Fiduciary Alliance
South Carolina
$94.7K +$87.5K +1,080 New
TFGT
1517
TS Financial Group (TSFG)
Illinois
$94K -$5.67K -70 -6%
OIA
1518
Optimum Investment Advisors
Illinois
$93.4K – – –
JWA
1519
JFS Wealth Advisors
Pennsylvania
$92.6K -$3.48K -43 -4%
FCA
1520
FinTrust Capital Advisors
South Carolina
$92.6K – – –
MHR
1521
Matthew Hamilton Rosenberg
$92.3K -$486 -6 -0.6%
TIM
1522
Tortoise Investment Management
New York
$88.5K +$12.7K +157 +18%
BWM
1523
Baystate Wealth Management
Massachusetts
$86.5K +$14K +173 +21%
GEA
1524
Glen Eagle Advisors
New Jersey
$85.9K +$7.77K +96 +11%
USB
1525
Union Savings Bank
Connecticut
$84.9K +$75.4K +931 New
59 60
61
62 63