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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
4026
Maryland Capital Advisors
Maryland
$86.7K – – –
CCMI
4027
Creative Capital Management Investments
California
$85.2K +$2.92K +6 +4%
CFS
4028
CGC Financial Services
Oregon
$79.7K – – –
CIAS
4029
CBIZ Investment Advisory Services
Ohio
$78.7K +$54K +111 +247%
AP
4030
Aspect Partners
Virginia
$78.7K – – –
PP
4031
PFS Partners
New Jersey
$77.1K – – –
TCM
4032
Tradewinds Capital Management
Washington
$77.1K -$8.75K -18 -11%
EFP
4033
EnRich Financial Partners
Wisconsin
$77.1K – – –
RWA
4034
Redmont Wealth Advisors
Illinois
$76.6K – – –
HWM
4035
HighMark Wealth Management
Minnesota
$75.6K +$5.83K +12 +9%
KFP
4036
Keener Financial Planning
Texas
$75K – – –
KWAG
4037
Kiely Wealth Advisory Group
North Carolina
$74K +$5.83K +12 +9%
GIS
4038
Grayhawk Investment Strategies
Alberta, Canada
$72.6K – – –
VWWMG
4039
Vermillion & White Wealth Management Group
Pennsylvania
$71.1K – – –
APW
4040
Acima Private Wealth
Virginia
$69.1K – – –
PP
4041
PrairieView Partners
Minnesota
$69K – – –
HFS
4042
HBC Financial Services
Washington
$62K – – –
BGAI
4043
Bruce G. Allen Investments
Colorado
$61K -$48.1K -99 -45%
CIR
4044
Clear Investment Research
Georgia
$60.8K +$11.7K +24 +25%
OSNBOA
4045
Old Second National Bank of Aurora
Illinois
$58K +$4.38K +9 +8%
KLWA
4046
Kelly Lawrence W & Associates
California
$56.5K -$12.2K -25 -18%
SC
4047
Steph & Co
Wisconsin
$56K +$4.38K +9 +9%
CCA
4048
Criterion Capital Advisors
Tennessee
$54.5K – – –
IA
4049
IFS Advisors
Kansas
$54K – – –
NC
4050
NewSquare Capital
Pennsylvania
$52K +$34.5K +71 +222%
160 161
162
163 164