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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2051
Pension & Wealth Management Advisors
Massachusetts
$30.2K – – –
VFM
2052
Vision Financial Markets
Connecticut
$30.1K – – –
OCM
2053
Orion Capital Management
California
$29.5K -$22.4K -923 -51%
M
2054
MOTCO
Texas
$29.5K – – –
CTC
2055
Corundum Trust Company
South Dakota
$29.3K +$21.1K +872 New
RWS
2056
Retirement Wealth Solutions
Wisconsin
$28.1K +$24 +1 +0.1%
LWMI
2057
Legacy Wealth Management (Idaho)
Idaho
$27.9K +$7.92K +327 +65%
FPF
2058
First Pacific Financial
Washington
$27.6K -$17.8K -735 -47%
FUBT
2059
First United Bank & Trust
Maryland
$26.8K -$38.8K -1,600 -67%
CWM
2060
Crowley Wealth Management
Delaware
$26.3K – – –
GPFA
2061
Game Plan Financial Advisors
Ohio
$26.3K +$2.79K +115 +17%
GG
2062
Gleason Group
Kentucky
$26.3K – – –
FCG
2063
Financial Connections Group
California
$26K -$3.08K -127 -14%
CCMI
2064
Creative Capital Management Investments
California
$25.8K – – –
WAS
2065
Winch Advisory Services
Wisconsin
$25.3K +$2.3K +95 +14%
AWM
2066
Abound Wealth Management
Tennessee
$25.1K -$4K -165 -18%
DWM
2067
Dogwood Wealth Management
Kansas
$25K -$4.31K -178 -19%
ME
2068
McIlrath & Eck
Washington
$24.7K +$4.84K +200 +37%
RWM
2069
Raffa Wealth Management
District of Columbia
$24.6K +$1.67K +69 +10%
JWM
2070
JPL Wealth Management
Colorado
$24.4K +$17.6K +727 New
SRCM
2071
Signature Resources Capital Management
California
$22.5K -$1.48K -61 -8%
TIM
2072
Tortoise Investment Management
New York
$22.5K -$7.24K -299 -31%
PS
2073
Pinney & Scofield
Massachusetts
$22.3K -$8K -330 -33%
KA
2074
Kozak & Associates
Colorado
$22.2K – – –
RFS
2075
Richardson Financial Services
Massachusetts
$21.8K +$6.06K +250 +63%
81 82
83
84 85