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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
501
Turtle Creek Wealth Advisors
Texas
$3.26K +$2.83K +143 New
IA
502
IFP Advisors
Florida
$3.13K +$357 +18 +15%
FWM
503
FSA Wealth Management
Massachusetts
$3K +$2.97K +150 New
AWM
504
Abound Wealth Management
Tennessee
$2.9K +$20 +1 +0.8%
OSNBOA
505
Old Second National Bank of Aurora
Illinois
$2.76K – – –
DIP
506
DT Investment Partners
Pennsylvania
$2.54K – – –
CYG
507
Clean Yield Group
Vermont
$2.28K – – –
CWP
508
Concord Wealth Partners
Virginia
$2.28K – – –
PA
509
Pineridge Advisors
Missouri
$2.04K +$1.78K +90 New
CSB
510
City State Bank
Iowa
$2K – – –
SIC
511
SJS Investment Consulting
Ohio
$1.85K +$416 +21 +35%
TCM
512
TD Capital Management
Tennessee
$1.69K – – –
RCM
513
Raleigh Capital Management
North Carolina
$1.48K +$594 +30 +86%
MA
514
MCF Advisors
Kentucky
$1.37K +$1.19K +60 New
TCA
515
Trifecta Capital Advisors
Illinois
$1.3K – – –
FWM
516
Focused Wealth Management
New York
$1.22K – – –
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$1.16K +$1.01K +51 New
VWM
518
Venturi Wealth Management
Texas
$1.07K +$931 +47 New
RWM
519
Raffa Wealth Management
District of Columbia
$1.05K – – –
HGERS
520
Householder Group Estate & Retirement Specialist
Arizona
$1K -$39.4K -1,990 -96%
CAM
521
Close Asset Management
United Kingdom
$1K -$277 -14 -22%
BTI
522
Blue Trust Inc
Georgia
$1K – – –
TFA
523
Transamerica Financial Advisors
Florida
$1K – – –
GKIM
524
GW&K Investment Management
Massachusetts
$1K +$515 +26 +260%
FMP
525
Financial Management Professionals
Texas
$1K +$990 +50 New
19 20
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