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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2551
Private Ocean
California
$91.1K -$10.6K -238 -10%
PWMG
2552
Prestige Wealth Management Group
New Jersey
$89.7K -$9.18K -206 -9%
SIC
2553
SJS Investment Consulting
Ohio
$89K -$4.9K -110 -5%
CP
2554
Castleview Partners
Texas
$88K +$4.63K +104 +6%
KFS
2555
Kelly Financial Services
Massachusetts
$86.3K +$134 +3 +0.2%
ACA
2556
American Capital Advisory
Idaho
$82.4K -$7.26K -163 -6%
FWM
2557
FSA Wealth Management
Massachusetts
$82.1K +$45 +1 +0.1%
RWM
2558
Ruedi Wealth Management
Illinois
$79.4K +$12K +270 +18%
CTWM
2559
Cherry Tree Wealth Management
Minnesota
$79.3K – – –
LWA
2560
Lowe Wealth Advisors
Maryland
$79.1K – – –
PCFFS
2561
Pacific Center for Financial Services
California
$78.6K – – –
SC
2562
Stephens Consulting
Michigan
$78.3K +$7.89K +177 +11%
FGA
2563
Fortis Group Advisors
New Jersey
$77K -$52.4K -1,175 -40%
TCM
2564
TruNorth Capital Management
Michigan
$75.1K +$75.7K +1,700 New
NECFA
2565
New England Capital Financial Advisors
Connecticut
$75K +$223 +5 +0.3%
MFA
2566
McClarren Financial Advisors
Pennsylvania
$74K +$178 +4 +0.2%
VAMG
2567
Voisard Asset Management Group
Michigan
$73.2K +$89 +2 +0.1%
BL
2568
BFSG LLC
California
$72.1K – – –
TFGT
2569
TS Financial Group (TSFG)
Illinois
$72K -$30.1K -676 -29%
PAI
2570
Pittenger & Anderson Inc
Nebraska
$71.1K – – –
HFS
2571
Horizon Financial Services
North Carolina
$70.7K +$71.3K +1,600 New
UIA
2572
Ulland Investment Advisors
Minnesota
$70K +$63.5K +1,425 +902%
CFFP
2573
Center for Financial Planning
Michigan
$67.8K – – –
AWM
2574
Abound Wealth Management
Tennessee
$66.8K -$936 -21 -1%
DWA
2575
Dougherty Wealth Advisers
Minnesota
$66.7K -$44.6K -1,000 -40%
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103
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