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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2926
Avion Wealth
Texas
$45K -$5.22K -13 -11%
SIS
2927
Strategic Investment Solutions
Illinois
$43.9K -$1.73M -4,307 -98%
LIWM
2928
Long Island Wealth Management
New York
$43K +$40.6K +101 New
AWM
2929
AllSquare Wealth Management
New York
$42.7K – – –
CFFP
2930
Center for Financial Planning
Michigan
$42.7K – – –
LFA
2931
Legend Financial Advisors
Pennsylvania
$42.7K – – –
BFS
2932
Burkett Financial Services
South Carolina
$42.4K +$39.8K +99 New
SA
2933
SRH Advisors
Kansas
$41.8K – – –
MWM
2934
Mascoma Wealth Management
New Hampshire
$40.5K – – –
SIC
2935
SJS Investment Consulting
Ohio
$39.2K +$1.21K +3 +3%
MCA
2936
Maryland Capital Advisors
Maryland
$38.8K -$17.7K -44 -33%
BCM
2937
Barometer Capital Management
Ontario, Canada
$38.3K – – –
RFG
2938
RFP Financial Group
Georgia
$37.1K -$10K -25 -22%
SN
2939
Sittner & Nelson
Oregon
$37.1K – – –
FRA
2940
Frank Rimerman Advisors
California
$37.1K +$35K +87 New
IPW
2941
Impact Partnership Wealth
Georgia
$35.4K -$45.4K -113 -58%
AP
2942
Aspect Partners
Virginia
$35.4K +$33.3K +83 New
FWM
2943
Focused Wealth Management
New York
$35.3K – – –
UIA
2944
Ulland Investment Advisors
Minnesota
$35K – – –
CCMI
2945
Creative Capital Management Investments
California
$35K – – –
DAM
2946
Delta Asset Management
Tennessee
$34.1K +$1.61K +4 +5%
WTG
2947
West Tower Group
Virginia
$33.7K -$44.2K -110 -58%
CCA
2948
Criterion Capital Advisors
Tennessee
$33.3K +$31.3K +78 New
FPFS
2949
First Personal Financial Services
North Carolina
$33.3K – – –
RAM
2950
Riggs Asset Management
Pennsylvania
$31.1K – – –
116 117
118
119 120