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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2076
AmeriFlex Group
Nevada
$6.4K -$19.3K -45 -75%
DWM
2077
Dogwood Wealth Management
Kansas
$6.4K -$15K -35 -70%
PWA
2078
Principia Wealth Advisory
Texas
$6.4K -$3K -7 -32%
T
2079
Tidemark
California
$6.4K -$2.57K -6 -29%
FG
2080
Fairman Group
Pennsylvania
$6.4K – – –
MDA
2081
Minot DeBlois Advisors
Massachusetts
$6.4K – – –
LAMC
2082
Longview Asset Management (California)
California
$6.4K +$6.43K +15 New
JAM
2083
JCIC Asset Management
Ontario, Canada
$5.54K -$2.69M -6,269 -100%
MW
2084
Merited Wealth
Florida
$5.54K +$5.57K +13 New
VR
2085
Vision Retirement
New Jersey
$5.34K +$5.57K +13 New
MAS
2086
MPWM Advisory Solutions
Georgia
$5.12K -$10.7K -25 -68%
BIM
2087
Breakwater Investment Management
Washington
$5.12K – – –
FF
2088
Friedenthal Financial
New Jersey
$5.12K – – –
HWA
2089
Heritage Wealth Advisors
Virginia
$5.12K – – –
ACA
2090
American Capital Advisory
Idaho
$5.12K +$1.28K +3 +33%
NL
2091
NVWM LLC
Pennsylvania
$5.12K +$1.71K +4 +50%
CWP
2092
Clark Wealth Partners
Illinois
$4.69K – – –
EPAM
2093
Evelyn Partners Asset Management
$4.69K – – –
CRI
2094
Commonwealth Retirement Investments
Virginia
$4.69K +$4.71K +11 New
CC
2095
Corsicana & Co
Texas
$4.26K – – –
FDW
2096
Fourth Dimension Wealth
Ohio
$4.26K – – –
LIM
2097
Longfellow Investment Management
Massachusetts
$4.26K – – –
CSB
2098
City State Bank
Iowa
$4.26K +$428 +1 +11%
MTI
2099
Merrithew & Thorsten Inc
California
$4K +$4.28K +10 New
RWM
2100
RMG Wealth Management
Wisconsin
$3.98K +$3.85K +9 New
82 83
84
85 86