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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2376
Clearview Wealth Advisors
Oregon
$83K -$10.4K -28 -11%
RA
2377
Resolute Advisors
California
$82K – – –
PCFFS
2378
Pacific Center for Financial Services
California
$81K – – –
AWM
2379
Activest Wealth Management
Florida
$76K -$39K -105 -34%
JPLA
2380
Joseph P. Lucia & Associates
New York
$76K – – –
RG
2381
Retirement Group
California
$75K -$138K -370 -64%
PP
2382
Pacifica Partners
Canada
$75K +$8.55K +23 +13%
SWA
2383
SOA Wealth Advisors
New York
$74K +$17.1K +46 +29%
AFG
2384
Albion Financial Group
Utah
$74K +$75.5K +203 New
HWM
2385
HighMark Wealth Management
Minnesota
$73K – – –
Q
2386
QVR
California
$72K +$66.9K +180 +1,059%
RDWM
2387
Red Door Wealth Management
Tennessee
$69K +$70.3K +189 New
AWM
2388
Accel Wealth Management
Iowa
$68K -$37.2K -100 -35%
MHR
2389
Matthew Hamilton Rosenberg
$68K – – –
VNA
2390
Valley National Advisers
Pennsylvania
$67K +$7.44K +20 +12%
CFFP
2391
Center for Financial Planning
Michigan
$66K -$33.1K -89 -33%
HDIM
2392
Hanson & Doremus Investment Management
Vermont
$64K -$18.6K -50 -21%
CBT
2393
CoreFirst Bank & Trust
Kansas
$62K – – –
DWMG
2394
DB Wealth Management Group
California
$61K – – –
RWM
2395
Raffa Wealth Management
District of Columbia
$59.1K -$4.83K -13 -7%
IF
2396
Ironwood Financial
Arizona
$57K – – –
AWM
2397
Avondale Wealth Management
Texas
$55K – – –
CPFP
2398
Clear Perspectives Financial Planning
Ohio
$55K – – –
TAIM
2399
TD Ameritrade Investment Management
Nebraska
$55K +$26.4K +71 +90%
FAM
2400
Fred Alger Management
New York
$53K – – –
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