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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2201
IMA Advisory Services
Colorado
$12.4K +$944 +2 +9%
TVWM
2202
Tower View Wealth Management
Wisconsin
$12.4K +$11.8K +25 New
AIM
2203
Access Investment Management
Georgia
$11.9K – – –
SFS
2204
Sunrise Financial Services
Washington
$11.9K -$7.55K -16 -40%
LWM
2205
Lodestone Wealth Management
Washington
$11.9K – – –
CTWM
2206
Cherry Tree Wealth Management
Minnesota
$11.7K – – –
GEA
2207
Glen Eagle Advisors
New Jersey
$11.5K – – –
PS
2208
Pinney & Scofield
Massachusetts
$11.4K – – –
ME
2209
McIlrath & Eck
Washington
$10.9K – – –
LAS
2210
Lloyd Advisory Services
Georgia
$10.4K -$41K -87 -81%
KFG
2211
Kingdom Financial Group
Arizona
$10.4K +$9.91K +21 New
CWA
2212
Carolina Wealth Advisors
South Carolina
$10.4K +$9.91K +21 New
HWM
2213
HighMark Wealth Management
Minnesota
$10.4K – – –
CWM
2214
Copia Wealth Management
Oregon
$9.96K – – –
DF
2215
DecisionPoint Financial
Arizona
$9.92K – – –
OSNBOA
2216
Old Second National Bank of Aurora
Illinois
$9.91K – – –
MWM
2217
Magnolia Wealth Management
Alabama
$9.91K +$9.44K +20 New
BFPW
2218
BOK Financial Private Wealth
Colorado
$9.42K – – –
JGIA
2219
Jackson Grant Investment Advisers
Connecticut
$9.42K – – –
LAM
2220
Lummis Asset Management
Texas
$9.42K – – –
GCM
2221
Gables Capital Management
Florida
$8.92K – – –
T
2222
Tidemark
California
$8.92K +$1.42K +3 +20%
PP
2223
PFS Partners
New Jersey
$8.51K – – –
ACA
2224
American Capital Advisory
Idaho
$8.43K +$2.36K +5 +42%
KCM
2225
Key Capital Management
Tennessee
$8.43K +$7.08K +15 +750%
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