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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2276
Castleark Management
Illinois
$71.9K – – –
TCM
2277
TD Capital Management
Tennessee
$70.5K +$8.7K +307 +17%
CWM
2278
CarsonAllaria Wealth Management
Illinois
$68.5K +$56.7K +2,002 +2,130%
NECFA
2279
New England Capital Financial Advisors
Connecticut
$67.9K +$595 +21 +1%
IFAM
2280
Institutional & Family Asset Management
Colorado
$66.7K -$1.8M -63,671 -97%
KFS
2281
Kelly Financial Services
Massachusetts
$66K +$2.63K +93 +5%
VC
2282
Vestor Capital
Illinois
$66K -$7.54K -266 -12%
MWC
2283
MBM Wealth Consultants
Missouri
$66K – – –
WIM
2284
WealthPlan Investment Management
Nebraska
$65.3K -$3.09M -108,959 -98%
AWM
2285
Atticus Wealth Management
Florida
$64.1K -$238K -8,399 -81%
BAM
2286
Baldrige Asset Management
Pennsylvania
$63K +$652 +23 +1%
MFG
2287
Mendota Financial Group
Wisconsin
$58.3K -$43.6K -1,539 -57%
PCFFS
2288
Pacific Center for Financial Services
California
$58.1K +$50.4K +1,779 New
VCM
2289
Vigilant Capital Management
Maine
$57K +$14.2K +500 +40%
OCM
2290
Orion Capital Management
California
$55.5K -$19.8K -700 -29%
TFGT
2291
TS Financial Group (TSFG)
Illinois
$54K -$482 -17 -1%
CSWM
2292
Cassady Schiller Wealth Management
Ohio
$53K -$55.6K -1,961 -55%
PAI
2293
Pittenger & Anderson Inc
Nebraska
$52.6K -$113K -3,995 -71%
SC
2294
Stephens Consulting
Michigan
$52.1K -$2.83K -100 -6%
LWA
2295
Lowe Wealth Advisors
Maryland
$52K – – –
CPFP
2296
Clear Perspectives Financial Planning
Ohio
$51.2K – – –
NSG
2297
Nalls Sherbakoff Group
Tennessee
$50.8K +$44.9K +1,584 New
CPA
2298
Cowen Prime Advisors
New York
$50K – – –
DF
2299
DecisionPoint Financial
Arizona
$50K – – –
RWM
2300
Ruedi Wealth Management
Illinois
$49.9K – – –
90 91
92
93 94