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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
3051
Annapolis Financial Services
Maryland
$27.4K -$103K -225 -80%
PAM
3052
Palisade Asset Management
Minnesota
$27.4K +$26.1K +57 New
WCM
3053
Westend Capital Management
California
$27.4K +$26.1K +57 New
VAMG
3054
Voisard Asset Management Group
Michigan
$26.5K – – –
FWM
3055
FSA Wealth Management
Massachusetts
$26K – – –
SCA
3056
Stuart Chaussee & Associates
California
$25.5K – – –
APC
3057
Aspire Private Capital
North Carolina
$25K – – –
SC
3058
Stephens Consulting
Michigan
$24.6K – – –
EIM
3059
Essex Investment Management
Massachusetts
$24.1K – – –
HI
3060
Hoey Investments
Pennsylvania
$24.1K – – –
LWA
3061
Lowe Wealth Advisors
Maryland
$24.1K – – –
DI
3062
DAGCO Inc
Ohio
$23.6K -$29.7K -65 -57%
4FG
3063
4Thought Financial Group
New York
$23.6K – – –
GPFA
3064
Game Plan Financial Advisors
Ohio
$23.6K +$13.3K +29 +145%
CAM
3065
Creekmur Asset Management
Illinois
$23.6K +$17.4K +38 +345%
BHWM
3066
Beaird Harris Wealth Management
Texas
$22.2K -$11.4K -25 -35%
PWA
3067
Provenance Wealth Advisors
Florida
$22.2K -$6.86K -15 -25%
PGAM
3068
Princeton Global Asset Management
New Jersey
$21.3K – – –
FSWA
3069
Financial Synergies Wealth Advisors
Texas
$21.2K -$17.4K -38 -46%
ACM
3070
Anfield Capital Management
California
$21.2K +$20.1K +44 New
MAM
3071
MMA Asset Management
Pennsylvania
$20.7K +$19.7K +43 New
TCM
3072
Tradewinds Capital Management
Washington
$19.8K +$16K +35 +583%
NMM
3073
Naples Money Management
Florida
$19.7K – – –
NECFA
3074
New England Capital Financial Advisors
Connecticut
$19.6K -$11.4K -25 -38%
KWAG
3075
Kiely Wealth Advisory Group
North Carolina
$18.3K – – –
121 122
123
124 125