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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2526
CVA Family Office
Colorado
$560K +$460K +1,710 +886%
CMBA
2527
C.M. Bidwell & Associates
Hawaii
$559K +$8.35K +31 +2%
DWA
2528
Dougherty Wealth Advisers
Minnesota
$558K – – –
JF
2529
JSF Financial
California
$558K +$87K +323 +21%
ME
2530
McIlrath & Eck
Washington
$557K -$24K -89 -4%
OBWG
2531
Onyx Bridge Wealth Group
New York
$556K +$269K +999 +113%
KCM
2532
Kathmere Capital Management
Pennsylvania
$555K -$28K -104 -5%
WLPWM
2533
Walled Lake Planning & Wealth Management
Illinois
$555K -$5.38K -20 -1%
FWP
2534
Falcon Wealth Planning
California
$555K – – –
WP
2535
WealthShield Partners
North Carolina
$553K -$254K -942 -33%
CP
2536
Corbenic Partners
Pennsylvania
$553K -$33.9K -126 -6%
RDWM
2537
Red Door Wealth Management
Tennessee
$553K -$17.5K -65 -3%
BO
2538
BRR OpCo
Ohio
$552K -$135K -502 -21%
VFG
2539
V2 Financial group
Illinois
$551K -$1.71M -6,339 -77%
FNC
2540
First National Corp
Massachusetts
$550K -$4.85K -18 -1%
JWM
2541
JGP Wealth Management
Oregon
$550K – – –
PMFA
2542
Plante Moran Financial Advisors
Michigan
$549K -$112K -415 -18%
CC
2543
Courier Capital
New York
$546K -$57.1K -212 -10%
CAM
2544
Crestone Asset Management
Colorado
$546K +$35.3K +131 +8%
W
2545
WealthOne
New York
$546K +$68.1K +253 +16%
MWM
2546
Merriman Wealth Management
Washington
$545K -$1.12M -4,144 -69%
LIA
2547
LBMC Investment Advisors
Tennessee
$545K +$20.2K +75 +4%
CFD
2548
Creative Financial Designs
Indiana
$545K +$29.1K +108 +6%
BFS
2549
Bickling Financial Services
Massachusetts
$543K +$151K +562 +44%
MIG
2550
McGuire Investment Group
Rhode Island
$543K +$250K +928 +102%
100 101
102
103 104