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Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
2401
DB Wealth Management Group
California
$61K – – –
RWM
2402
Raffa Wealth Management
District of Columbia
$59.1K -$4.83K -13 -7%
IF
2403
Ironwood Financial
Arizona
$57K – – –
AWM
2404
Avondale Wealth Management
Texas
$55K – – –
CPFP
2405
Clear Perspectives Financial Planning
Ohio
$55K – – –
TAIM
2406
TD Ameritrade Investment Management
Nebraska
$55K +$26.4K +71 +90%
FAM
2407
Fred Alger Management
New York
$53K – – –
JWA
2408
JFS Wealth Advisors
Pennsylvania
$53K +$14.9K +40 +38%
NC
2409
NewSquare Capital
Pennsylvania
$53K +$54.3K +146 New
TVWM
2410
Tower View Wealth Management
Wisconsin
$52K +$21.2K +57 +67%
SWM
2411
Sugarloaf Wealth Management
Georgia
$51K – – –
AA
2412
Addison Advisors
Vermont
$49K +$49.4K +133 New
TCM
2413
Tradewinds Capital Management
Washington
$48K +$49.1K +132 New
FRA
2414
Front Row Advisors
California
$47K – – –
JWBC
2415
John W. Brooker & Co
California
$46K – – –
AIM
2416
Arcadia Investment Management
Michigan
$45K – – –
JAM
2417
JCIC Asset Management
Ontario, Canada
$45K – – –
SSC
2418
Syverson Strege & Co
Iowa
$43K – – –
CDIA
2419
Capital Directions Investment Advisors
Georgia
$39K +$39.8K +107 New
BMD
2420
Better Money Decisions
New Mexico
$38K – – –
CBT
2421
Central Bank & Trust
Kentucky
$38K – – –
PFA
2422
Professional Financial Advisors
Nebraska
$37K -$924K -2,485 -96%
AWM
2423
AllSquare Wealth Management
New York
$37K -$40.5K -109 -52%
LFG
2424
Larson Financial Group
Missouri
$37K -$1.11K -3 -3%
AL
2425
ADE LLC
Maryland
$37K – – –
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