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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2301
Cherry Tree Wealth Management
Minnesota
$60K +$56.4K +1,795 New
MFS
2302
Mirabella Financial Services
United Kingdom
$59.9K +$56.3K +1,792 New
PCFFS
2303
Pacific Center for Financial Services
California
$59.5K
MFA
2304
McClarren Financial Advisors
Pennsylvania
$57K +$26.1K +832 +93%
TFGT
2305
TS Financial Group (TSFG)
Illinois
$55K +$31 +1 +0.1%
ODG
2306
O'Dell Group
Ohio
$54.8K +$51.5K +1,640 New
CAM
2307
Chesapeake Asset Management
New York
$54.7K -$64K -2,040 -55%
CPA
2308
Cowen Prime Advisors
New York
$53.5K
SC
2309
Stephens Consulting
Michigan
$53.4K
LWA
2310
Lowe Wealth Advisors
Maryland
$53.2K
CFFP
2311
Center for Financial Planning
Michigan
$52.4K +$2.98K +95 +6%
VC
2312
Vestor Capital
Illinois
$52K -$15.2K -485 -24%
HFS
2313
HBC Financial Services
Washington
$52K +$63 +2 +0.1%
SIS
2314
Strategic Investment Solutions
Illinois
$51.5K -$21.7K -691 -29%
RWM
2315
Ruedi Wealth Management
Illinois
$51.1K
LF
2316
Lee Financial
Texas
$50.1K
SF
2317
Safeguard Financial
Wisconsin
$50K +$47.9K +1,525 New
DI
2318
Disciplined Investments
Oklahoma
$47.7K -$70K -2,231 -61%
CWA
2319
Clearview Wealth Advisors
Oregon
$47.3K +$126 +4 +0.3%
AWM
2320
Abound Wealth Management
Tennessee
$46.5K -$4.3K -137 -9%
EWP
2321
Elevation Wealth Partners
California
$45.7K +$94 +3 +0.2%
Loomis, Sayles & Company
2322
Loomis, Sayles & Company
Massachusetts
$45K -$276K -8,786 -87%
NSG
2323
Nalls Sherbakoff Group
Tennessee
$44K -$5.78K -184 -12%
SS
2324
Sunbelt Securities
Texas
$43.7K +$63 +2 +0.2%
VWM
2325
Venturi Wealth Management
Texas
$42K +$9.1K +290 +30%