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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2601
Wealthquest
Ohio
$669K -$2.39K -7 -0.4%
EIA
2602
Edgemoor Investment Advisors
Maryland
$669K -$6.48K -19 -1%
RIM
2603
Redwood Investment Management
Arizona
$668K +$209K +613 +46%
CWM
2604
Collaborative Wealth Management
Florida
$668K – – –
SPWG
2605
Sage Private Wealth Group
Illinois
$665K +$101K +296 +18%
FA
2606
Financial Advisors
Massachusetts
$665K – – –
FBFS
2607
First Business Financial Services
Wisconsin
$664K -$2.73K -8 -0.4%
NWA
2608
New World Advisors
Massachusetts
$664K +$43.3K +127 +7%
JWM
2609
Janiczek Wealth Management
Colorado
$662K -$9.55K -28 -1%
DM
2610
Deerfield Management
New York
$662K +$656K +1,923 New
CCA
2611
Clearwater Capital Advisors
Illinois
$661K -$29K -85 -4%
MCM
2612
Magnolia Capital Management
New York
$661K – – –
BI
2613
Berkeley Inc
Idaho
$660K +$20.1K +59 +3%
JFA
2614
JNBA Financial Advisors
Minnesota
$657K -$43.7K -128 -6%
PHWM
2615
Pine Harbor Wealth Management
Maryland
$656K +$23.5K +69 +4%
GJWM
2616
Gilliland Jeter Wealth Management
Arkansas
$654K -$82.2K -241 -11%
CAGAS
2617
Capital Advisory Group Advisory Services
Minnesota
$654K +$4.09K +12 +0.6%
MFT
2618
Moisand Fitzgerald Tamayo
Florida
$653K +$10.2K +30 +2%
MAG
2619
MRA Advisory Group
New Jersey
$652K +$15.3K +45 +2%
MCC
2620
Malaga Cove Capital
California
$652K – – –
BSSFA
2621
Baron Silver Stevens Financial Advisors
Florida
$651K -$69.9K -205 -10%
PWM
2622
Prentice Wealth Management
New York
$648K -$8.53K -25 -1%
SGC
2623
Slocum, Gordon & Co
Rhode Island
$648K – – –
KBFS
2624
Kohmann Bosshard Financial Services
Ohio
$647K +$11.9K +35 +2%
PD
2625
Planning Directions
Pennsylvania
$646K +$2.73K +8 +0.4%
103 104
105
106 107