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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1901
PrairieView Partners
Minnesota
$20K – – –
PWA
1902
Provenance Wealth Advisors
Florida
$19.7K – – –
AS
1903
Altshuler Shaham
Israel
$19.7K +$911 +2 +4%
FWM
1904
FSA Wealth Management
Massachusetts
$19.3K – – –
CWM
1905
Cranbrook Wealth Management
Michigan
$19.3K +$3.19K +7 +18%
MWM
1906
Mascoma Wealth Management
New Hampshire
$18.8K +$20.5K +45 New
GEA
1907
Glen Eagle Advisors
New Jersey
$17.9K -$19.1K -42 -49%
CWM
1908
Compass Wealth Management
Connecticut
$17.6K – – –
NBT
1909
Northwest Bank & Trust
Iowa
$17.5K – – –
AFG
1910
Albion Financial Group
Utah
$17.2K – – –
SCA
1911
Stuart Chaussee & Associates
California
$17.2K – – –
1IA
1912
1620 Investment Advisors
Massachusetts
$17.1K – – –
POIA
1913
Pin Oak Investment Advisors
Texas
$17K – – –
FIM
1914
FWL Investment Management
Texas
$16.7K +$6.84K +15 +60%
FIA
1915
FPC Investment Advisory
California
$16.5K +$16.9K +37 New
LIA
1916
Luken Investment Analytics
Tennessee
$16.3K – – –
HI
1917
Human Investing
Oregon
$16.1K +$17.3K +38 New
JGIA
1918
Jackson Grant Investment Advisers
Connecticut
$15.9K – – –
MAS
1919
MPWM Advisory Solutions
Georgia
$15.5K +$16.9K +37 New
CAS
1920
Coppell Advisory Solutions
Texas
$15K +$1.82K +4 +13%
CCM
1921
Copeland Capital Management
Pennsylvania
$14.7K – – –
RTL
1922
Red Tortoise LLC
Georgia
$14.7K – – –
HNW
1923
High Note Wealth
Minnesota
$14.7K +$15.9K +35 New
MDA
1924
Minot DeBlois Advisors
Massachusetts
$14.7K +$15.9K +35 New
GTAM
1925
Global Trust Asset Management
Florida
$14.2K +$5.92K +13 +62%
75 76
77
78 79