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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2251
Ritter Daniher Financial Advisory
Ohio
$18K -$1.67K -10 -8%
CPFP
2252
Clear Perspectives Financial Planning
Ohio
$18K – – –
DI
2253
Disciplined Investments
Oklahoma
$17K +$16.2K +97 +1,213%
KC
2254
Knuff & Co
California
$16K – – –
FA
2255
Financial Avengers
California
$16K +$334 +2 +2%
CDIA
2256
Capital Directions Investment Advisors
Georgia
$16K +$16K +96 New
EIP
2257
Ellis Investment Partners
Pennsylvania
$15K – – –
RFWA
2258
RPg Family Wealth Advisory
Massachusetts
$14.9K +$15K +90 New
IHWM
2259
Iron Horse Wealth Management
Iowa
$14K – – –
HL
2260
Harding Loevner
New Jersey
$13K – – –
CFN
2261
Cordasco Financial Network
Florida
$12K – – –
MAM
2262
McCarthy Asset Management
California
$12K – – –
OCM
2263
Orion Capital Management
California
$12K – – –
TAM
2264
Tucker Asset Management
Colorado
$11.1K – – –
BHWM
2265
Bay Harbor Wealth Management
Maryland
$11K -$17.5K -105 -61%
IAS
2266
IMA Advisory Services
Colorado
$10K -$5.01K -30 -33%
BA
2267
Bellwether Advisors
Nebraska
$10K – – –
RIA
2268
RPG Investment Advisory
California
$10K – – –
AWM
2269
Activest Wealth Management
Florida
$10K +$9.85K +59 New
FA
2270
Fortis Advisors
Pennsylvania
$10K +$10K +60 New
GFPC
2271
Global Financial Private Client
Florida
$7.76K – – –
SWG
2272
Summit Wealth Group
Vermont
$7K – – –
CQS
2273
Credential Qtrade Securities
$6.75K – – –
MS
2274
Mizuho Securities
Japan
$6K – – –
PMAS
2275
PNC Managed Account Solutions
Texas
$5K +$4.84K +29 New