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Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
4526
Zynergy Retirement Planning
New Jersey
$143K – – –
CMA
4527
Cedar Mountain Advisors
Oregon
$138K -$6.46K -11 -4%
RBC
4528
Roble Belko & Company
Pennsylvania
$135K +$14.7K +25 +12%
CTWM
4529
Cherry Tree Wealth Management
Minnesota
$134K +$2.94K +5 +2%
IWP
4530
IAG Wealth Partners
Wisconsin
$131K – – –
PCM
4531
Perritt Capital Management
Illinois
$129K – – –
AP
4532
Aspect Partners
Virginia
$125K +$31.1K +53 +33%
SC
4533
Swan Capital
Florida
$123K – – –
PP
4534
Pacifica Partners
Canada
$120K -$11.7K -20 -9%
AWM
4535
Accredited Wealth Management
Kentucky
$118K +$119K +202 New
GA
4536
GoalVest Advisory
New York
$118K -$88.6K -151 -43%
FFO
4537
Fiduciary Family Office
Florida
$117K -$4.25M -7,241 -97%
NHFG
4538
New Harbor Financial Group
Massachusetts
$117K -$48.1K -82 -29%
ATC
4539
Advantage Trust Company
Kansas
$117K – – –
CSWM
4540
Cassady Schiller Wealth Management
Ohio
$115K -$54K -92 -32%
KPP
4541
Kings Path Partners
Texas
$112K – – –
FWM
4542
FSA Wealth Management
Massachusetts
$110K -$28.8K -49 -21%
MBFW
4543
Morton Brown Family Wealth
Pennsylvania
$110K +$89.8K +153 +437%
RCM
4544
Richardson Capital Management
Wisconsin
$108K – – –
CIAS
4545
CBIZ Investment Advisory Services
Ohio
$108K +$24.1K +41 +29%
CWM
4546
Copia Wealth Management
Oregon
$108K +$108K +184 New
CWP
4547
Clark Wealth Partners
Illinois
$105K +$105K +179 New
MCA
4548
Maryland Capital Advisors
Maryland
$105K +$4.11K +7 +4%
KWAG
4549
Kiely Wealth Advisory Group
North Carolina
$105K – – –
GCM
4550
Gables Capital Management
Florida
$102K – – –
180 181
182
183 184