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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1926
Comprehensive Financial Planning
Pennsylvania
$14.2K +$15.5K +34 New
RF
1927
Robinswood Financial
Washington
$13.9K – – –
CIM
1928
Contravisory Investment Management
Massachusetts
$13.8K +$15K +33 New
AIM
1929
Arcadia Investment Management
Michigan
$13K – – –
IHWM
1930
Iron Horse Wealth Management
Iowa
$12.6K – – –
PBK
1931
Peoples Bank (Kansas)
Kansas
$12.6K – – –
FLP
1932
Financial Life Planners
Arizona
$12.4K +$13.7K +30 New
HWA
1933
Heritage Wealth Advisors
Virginia
$12.1K -$1.82K -4 -12%
TPW
1934
Talon Private Wealth
Florida
$11.3K – – –
TFGT
1935
TS Financial Group (TSFG)
Illinois
$11K -$5.47K -12 -32%
TCM
1936
TD Capital Management
Tennessee
$10.9K +$3.65K +8 +44%
CIA
1937
Cape Investment Advisory
Georgia
$10.9K -$4.1K -9 -26%
HWP
1938
Highline Wealth Partners
California
$10.9K -$911 -2 -7%
DPW
1939
DiNuzzo Private Wealth
Pennsylvania
$10.5K -$5.01K -11 -31%
PMFA
1940
Plante Moran Financial Advisors
Michigan
$10.5K -$456 -1 -4%
CF
1941
Conquis Financial
California
$10.5K +$11.4K +25 New
PFT
1942
Providence First Trust
Arizona
$10.5K +$11.4K +25 New
WIM
1943
Westside Investment Management
California
$10K – – –
KFP
1944
Keener Financial Planning
Texas
$10K – – –
BFPW
1945
BOK Financial Private Wealth
Colorado
$9.63K +$3.65K +8 +53%
RWM
1946
Ruedi Wealth Management
Illinois
$9.63K – – –
PS
1947
Pinney & Scofield
Massachusetts
$9.63K +$10.5K +23 New
NSIM
1948
North Star Investment Management
Illinois
$8.79K – – –
CWM
1949
Copia Wealth Management
Oregon
$8.37K +$9.11K +20 New
CI
1950
Clal Insurance
Israel
$8K +$9.11K +20 New
76 77
78
79 80