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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
Curi Wealth Management
North Carolina
$74K +$73K +1,688 +563%
GWMI
2552
Guardian Wealth Management (Illinois)
Illinois
$73K +$130 +3 +0.2%
HIM
2553
Hillsdale Investment Management
Ontario, Canada
$72K -$17.3K -400 -17%
GITFIT
2554
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$71.1K – – –
BAM
2555
Baldrige Asset Management
Pennsylvania
$71K – – –
OIS
2556
Okabena Investment Services
Minnesota
$71K +$51.9K +1,200 +171%
AFS
2557
Annapolis Financial Services
Maryland
$70K +$260 +6 +0.3%
RCC
2558
Red Cedar Capital
Nebraska
$68K – – –
AW
2559
Avion Wealth
Texas
$68K +$1.43K +33 +2%
Q
2560
QVR
California
$68K +$79.2K +1,831 New
CPA
2561
Cowen Prime Advisors
New York
$67K -$1.87M -43,285 -96%
CFFP
2562
Center for Financial Planning
Michigan
$65K +$7.01K +162 +10%
CAL
2563
Capital Advisors Ltd
Ohio
$64K -$23.2K -536 -24%
OLVIG
2564
Oliver Lagore Vanvalin Investment Group
Michigan
$64K -$2.16K -50 -3%
TFGT
2565
TS Financial Group (TSFG)
Illinois
$63K +$1.3K +30 +2%
MAWCM
2566
Mine & Arao Wealth Creation & Management
California
$63K +$7.7K +178 +12%
KSWA
2567
Kathleen S. Wright Associates
Pennsylvania
$60K – – –
CAC
2568
Core Alternative Capital
Georgia
$59K -$26.3K -607 -28%
TIM
2569
Tortoise Investment Management
New York
$59K – – –
PO
2570
Private Ocean
California
$58K -$433 -10 -0.6%
BRWM
2571
B. Riley Wealth Management
Tennessee
$56.4K +$1.43M +32,963 +101%
CCMIC
2572
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$56K – – –
JWBC
2573
John W. Brooker & Co
California
$56K – – –
BMD
2574
Better Money Decisions
New Mexico
$56K +$65.2K +1,508 New
SC
2575
Schubert & Co
Texas
$55K -$2.21K -51 -3%
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