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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
2226
Quest 10 Wealth Builders
Virginia
$24.2K – – –
NEWAS
2227
N.E.W. Advisory Services
Wisconsin
$23.9K +$23.3K +46 New
CWM
2228
Cranbrook Wealth Management
Michigan
$23.9K – – –
BFPW
2229
BOK Financial Private Wealth
Colorado
$23.4K +$13.2K +26 +137%
OPTFSNA
2230
Old Point Trust & Financial Services N A
Virginia
$23.4K – – –
TC
2231
Tacita Capital
Ontario, Canada
$23.4K – – –
CCMI
2232
Creative Capital Management Investments
California
$23.4K +$22.8K +45 New
HCA
2233
Harbor Capital Advisors
Illinois
$23K +$22.8K +45 New
AWM
2234
Abound Wealth Management
Tennessee
$22.9K -$45.1K -89 -67%
BIAS
2235
Beacon Investment Advisory Services
New Jersey
$22.8K – – –
WA
2236
Whipplewood Advisors
Colorado
$22.8K -$120K -237 -84%
PS
2237
Planning Strategies
Pennsylvania
$22.3K +$21.8K +43 New
WWM
2238
Wolff Wiese Magana
California
$21.3K – – –
MFP
2239
Meramec Financial Planners
Missouri
$20.8K -$1.01K -2 -5%
GAM
2240
Guinness Asset Management
United Kingdom
$20.8K – – –
HIA
2241
HFM Investment Advisors
New Jersey
$20.8K +$1.01K +2 +5%
WTA
2242
Washington Trust Advisors
Massachusetts
$20.8K +$1.52K +3 +8%
TTIC
2243
Tower Trust & Investment Company
Iowa
$20.8K +$1.01K +2 +5%
LIA
2244
Luken Investment Analytics
Tennessee
$20.2K – – –
PCM
2245
Penserra Capital Management
California
$20K – – –
APW
2246
Allied Private Wealth
Florida
$19.6K +$18.7K +37 New
BH
2247
Burk Holdings
Oklahoma
$19.2K – – –
CFP
2248
Comprehensive Financial Planning
Pennsylvania
$18K +$506 +1 +3%
MSG
2249
Main Street Group
Virginia
$17.6K – – –
RF
2250
Robinswood Financial
Washington
$17.5K – – –
88 89
90
91 92