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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2251
Baldrige Asset Management
Pennsylvania
$13K – – –
MSFP
2252
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
OLVIG
2253
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –
CMA
2254
Cedar Mountain Advisors
Oregon
$13K +$131 +1 +1%
CPFP
2255
Clear Perspectives Financial Planning
Ohio
$12K – – –
CAM
2256
Costello Asset Management
Pennsylvania
$12K – – –
TCM
2257
Tradewinds Capital Management
Washington
$12K – – –
SIC
2258
SJS Investment Consulting
Ohio
$12K +$13K +99 New
AWM
2259
Avondale Wealth Management
Texas
$12K +$13.1K +100 New
NMG
2260
New Millennium Group
Utah
$12K +$13.1K +100 New
CM
2261
Cornerstone Management
Georgia
$11.9K – – –
HF
2262
Halpern Financial
Virginia
$11.6K +$2.23K +17 +21%
EA
2263
Evolution Advisers
Virginia
$11K – – –
TCCM
2264
Timber Creek Capital Management
Massachusetts
$11K – – –
FC
2265
Family CFO
California
$9.03K +$131 +1 +1%
AIM
2266
Arcadia Investment Management
Michigan
$9K – – –
BSWA
2267
Bromfield Sneider Wealth Advisors
Massachusetts
$9K – – –
WAS
2268
Winch Advisory Services
Wisconsin
$9K – – –
M1FG
2269
Mach-1 Financial Group
Arkansas
$8K -$6.56K -50 -41%
MUMSS
2270
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K – – –
LFA
2271
Level Financial Advisors
New York
$7K – – –
HFM
2272
Harvest Fund Management
China
$6K -$40.4K -308 -86%
LWP
2273
Laurel Wealth Planning
Minnesota
$5K – – –
FP
2274
Financial Perspectives
Minnesota
$4.75K – – –
VCM
2275
Versant Capital Management
Arizona
$4K -$131 -1 -3%