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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2701
Dougherty Wealth Advisers
Minnesota
$132K – – –
KFS
2702
Kelly Financial Services
Massachusetts
$132K +$10.9K +219 +9%
IHWM
2703
Iron Horse Wealth Management
Iowa
$131K +$9.76K +197 +8%
FCG
2704
Financial Connections Group
California
$128K +$198 +4 +0.2%
TC
2705
Tacita Capital
Ontario, Canada
$127K – – –
MCA
2706
Maryland Capital Advisors
Maryland
$124K – – –
CA
2707
Crewe Advisors
Utah
$122K +$52.3K +1,055 +75%
TFP
2708
Tilia Fiduciary Partners
North Carolina
$120K +$79.4K +1,601 +197%
OBWP
2709
O'Brien Wealth Partners
Massachusetts
$118K +$35.9K +724 +36%
BCMLT
2710
Beacon Capital Management LLC (Tennessee)
Tennessee
$117K +$117K +2,361 New
HIM
2711
Hillsdale Investment Management
Ontario, Canada
$115K -$468K -9,450 -80%
TCCM
2712
Timber Creek Capital Management
Massachusetts
$114K – – –
OCM
2713
Orion Capital Management
California
$114K +$34.7K +700 +44%
WWP
2714
WR Wealth Planners
Missouri
$113K +$113K +2,280 New
HFS
2715
HBC Financial Services
Washington
$112K -$52.2K -1,054 -30%
CAL
2716
Capital Advisors Ltd
Ohio
$112K -$1.98K -40 -2%
CFG
2717
CKW Financial Group
Hawaii
$111K -$8.67K -175 -7%
CM
2718
Castleark Management
Illinois
$109K – – –
CAC
2719
Core Alternative Capital
Georgia
$108K -$3.5M -70,606 -97%
PCFFS
2720
Pacific Center for Financial Services
California
$108K – – –
RA
2721
Rise Advisors
New York
$106K +$56.5K +1,140 +114%
CG
2722
Cutler Group
California
$104K -$1.46M -29,496 -93%
MBFW
2723
Morton Brown Family Wealth
Pennsylvania
$102K – – –
VC
2724
Vestor Capital
Illinois
$100K -$26.8K -540 -21%
RIM
2725
Rockbridge Investment Management
New York
$99.4K -$12.9K -260 -11%
107 108
109
110 111