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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2751
PFG Private Wealth Management
Florida
$34K -$61K -152 -64%
FWM
2752
Focused Wealth Management
New York
$32.8K – – –
CCMI
2753
Creative Capital Management Investments
California
$32.5K – – –
UIA
2754
Ulland Investment Advisors
Minnesota
$32K – – –
FSWA
2755
Financial Synergies Wealth Advisors
Texas
$31.2K -$1.2K -3 -4%
FPFS
2756
First Personal Financial Services
North Carolina
$30.9K – – –
DAM
2757
Delta Asset Management
Tennessee
$30.1K – – –
GFL
2758
Granite FO LLC
New Hampshire
$30.1K – – –
BG
2759
Bollard Group
Massachusetts
$30K – – –
AA
2760
AlphaMark Advisors
Kentucky
$29K -$10K -25 -26%
RAM
2761
Riggs Asset Management
Pennsylvania
$28.9K – – –
MS
2762
Mizuho Securities
Japan
$27.7K -$4.01K -10 -13%
RL
2763
Rogco LP
Oklahoma
$27.7K +$28.1K +70 New
HWP
2764
Hibernia Wealth Partners
Louisiana
$26.9K +$27.3K +68 New
RA
2765
Rational Advisors
New York
$26.7K -$1.17M -2,920 -98%
NECFA
2766
New England Capital Financial Advisors
Connecticut
$25.9K – – –
GIS
2767
Grayhawk Investment Strategies
Alberta, Canada
$25.7K – – –
KA
2768
Kozak & Associates
Colorado
$25.3K +$4.82K +12 +23%
WAM
2769
WFA Asset Management
Wisconsin
$24.8K +$401 +1 +2%
FFL
2770
Financial Freedom LLC
Ohio
$23K – – –
FAM
2771
Flaharty Asset Management
Florida
$22.2K +$22.5K +56 New
PP
2772
PFS Partners
New Jersey
$21.8K – – –
SCA
2773
Stuart Chaussee & Associates
California
$21K – – –
APC
2774
Aspire Private Capital
North Carolina
$20.6K – – –
SC
2775
Stephens Consulting
Michigan
$20.2K – – –
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