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Name Holding Trade Value Shares
Change 		Change in
Stake
KGP
3401
Keystone Global Partners
Colorado
$30.7K +$30.5K +56 New
WAM
3402
WFA Asset Management
Wisconsin
$30.2K – – –
WCM
3403
WealthTrak Capital Management
Virginia
$29.1K +$9.8K +18 +51%
SCA
3404
Stuart Chaussee & Associates
California
$29.1K – – –
EIM
3405
Essex Investment Management
Massachusetts
$27.4K – – –
FAM
3406
Flaharty Asset Management
Florida
$27.4K +$27.2K +50 New
RF
3407
Robinswood Financial
Washington
$27.4K +$27.2K +50 New
CAM
3408
Creekmur Asset Management
Illinois
$26.9K -$9.26K -17 -26%
PWA
3409
Provenance Wealth Advisors
Florida
$25.2K – – –
RWM
3410
Ruedi Wealth Management
Illinois
$25.2K – – –
CWP
3411
Clark Wealth Partners
Illinois
$24.7K – – –
CTWM
3412
Cherry Tree Wealth Management
Minnesota
$24.7K – – –
WIM
3413
Westside Investment Management
California
$24.1K – – –
LI
3414
Louisbourg Investments
New Brunswick, Canada
$24.1K +$24K +44 New
TWD
3415
True Wealth Design
Ohio
$23.2K +$17.4K +32 +320%
SC
3416
Stephens Consulting
Michigan
$22.5K -$5.44K -10 -20%
RF
3417
Roxbury Financial
New Jersey
$22.1K – – –
NC
3418
North Capital
Utah
$21.9K +$21.8K +40 New
MSWA
3419
Marshall & Sterling Wealth Advisors
New York
$21.4K +$21.2K +39 New
TC
3420
Tacita Capital
Ontario, Canada
$20.8K – – –
RF
3421
Robbins Farley
New Hampshire
$19.7K – – –
SIM
3422
Studio Investment Management
Illinois
$19.2K – – –
WCM
3423
Westend Capital Management
California
$19.2K – – –
PWA
3424
Principia Wealth Advisory
Texas
$19.1K +$9.26K +17 +85%
NECFA
3425
New England Capital Financial Advisors
Connecticut
$18.8K – – –
135 136
137
138 139