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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3376
Beaird Harris Wealth Management
Texas
$30.9K +$12.7K +42 +69%
PFA
3377
Pathway Financial Advisers
Indiana
$30.9K +$31K +103 New
BWS
3378
Buck Wealth Strategies
Colorado
$30.6K – – –
FCMT
3379
Founders Capital Management (Texas)
Texas
$30.3K – – –
LG
3380
LAM Group
Oregon
$30.3K – – –
FC
3381
Family CFO
California
$30K – – –
KLWA
3382
Kelly Lawrence W & Associates
California
$30K – – –
TFG
3383
Team Financial Group
California
$30K +$30.1K +100 New
FSWA
3384
Financial Synergies Wealth Advisors
Texas
$27K – – –
SHIM
3385
Stone House Investment Management
Pennsylvania
$26.1K +$22.6K +75 +625%
NC
3386
NewSquare Capital
Pennsylvania
$23.8K -$24.7K -82 -51%
VF
3387
VitalStone Financial
Texas
$23K +$11.4K +38 +123%
GCM
3388
Gables Capital Management
Florida
$22.5K – – –
BOC
3389
Bull Oak Capital
California
$21.9K +$22K +73 New
CWA
3390
Carolina Wealth Advisors
South Carolina
$21K – – –
CB
3391
Centennial Bank
Arkansas
$20.7K +$20.8K +69 New
TFA
3392
Transamerica Financial Advisors
Florida
$20K – – –
CYG
3393
Clean Yield Group
Vermont
$19.7K -$3.01K -10 -14%
TLA
3394
Tanglewood Legacy Advisors
Texas
$18K – – –
OSNBOA
3395
Old Second National Bank of Aurora
Illinois
$17.4K – – –
CWM
3396
Cranbrook Wealth Management
Michigan
$16.8K – – –
RCA
3397
Reitz Capital Advisors
Michigan
$15.7K -$626K -2,078 -98%
KHC
3398
Koesten Hirschmann & Crabtree
Kansas
$15K -$150K -498 -91%
WAM
3399
WFA Asset Management
Wisconsin
$14.1K -$13.9K -46 -49%
BFP
3400
Briaud Financial Planning
Texas
$14K +$14.5K +48 New
134 135
136
137 138