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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3551
Marshall Investment Management
Colorado
$22.9K +$24.2K +46 New
CH
3552
CDKV Holdings
Colorado
$22.5K – – –
DWA
3553
Delos Wealth Advisors
Texas
$22K -$34.2K -65 -60%
LFA
3554
LGT Financial Advisors
Texas
$22K – – –
WCM
3555
Westend Capital Management
California
$22K – – –
TCA
3556
Trifecta Capital Advisors
Illinois
$21.5K – – –
CMA
3557
Cedar Mountain Advisors
Oregon
$21K +$16.9K +32 +320%
DF
3558
DecisionPoint Financial
Arizona
$19.5K – – –
MWM
3559
Magnolia Wealth Management
Alabama
$19.5K +$20.5K +39 New
RF
3560
Roxbury Financial
New Jersey
$19.3K – – –
TC
3561
Tacita Capital
Ontario, Canada
$19K -$10K -19 -33%
CTC
3562
Cetera Trust Company
Minnesota
$19K – – –
TCM
3563
TD Capital Management
Tennessee
$18.6K +$12.6K +24 +185%
MAFA
3564
MJT & Associates Financial Advisory
Minnesota
$18.5K – – –
CWA
3565
Carolina Wealth Advisors
South Carolina
$18.5K -$1.32M -2,510 -99%
MCP
3566
Miller Capital Partners
Michigan
$17.5K -$19.5K -37 -51%
BH
3567
Burk Holdings
Oklahoma
$16.5K +$17.4K +33 New
VERPA
3568
Virginia Estate & Retirement Planning Advisors
Virginia
$16.5K +$17.4K +33 New
TLA
3569
Tanglewood Legacy Advisors
Texas
$15.6K – – –
AF
3570
Align Financial
Minnesota
$15.5K – – –
MAS
3571
MPWM Advisory Solutions
Georgia
$15K -$15.8K -30 -50%
MFT
3572
Moisand Fitzgerald Tamayo
Florida
$14K – – –
FDCP
3573
Foster Dykema Cabot & Partners
Massachusetts
$14K – – –
GK
3574
Graney & King
New York
$13.6K – – –
MPG
3575
My Portfolio Guide
California
$12.5K +$13.2K +25 New
141 142
143
144 145