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Name Holding Trade Value Shares
Change
Change in
Stake
EC
2826
Estate Counselors
Wisconsin
$44K – – –
ASBI
2827
American State Bank (Iowa)
Iowa
$40.6K – – –
LPWM
2828
Lake Point Wealth Management
Texas
$40K – – –
KFAA
2829
Klaas Financial Asset Advisors
Illinois
$40K +$398 +5 +1%
RDFA
2830
Ritter Daniher Financial Advisory
Ohio
$40K +$10.4K +131 +34%
SFG
2831
Steward Financial Group
Texas
$40K +$42.2K +530 New
CCMW
2832
Cypress Capital Management (Wyoming)
Wyoming
$38K – – –
DWA
2833
Dougherty Wealth Advisers
Minnesota
$38K – – –
DI
2834
Disciplined Investments
Oklahoma
$37K – – –
FEG
2835
Financial Enhancement Group
Indiana
$37K – – –
MIM
2836
Macroview Investment Management
Maryland
$37K +$4.94K +62 +15%
HWM
2837
Holloway Wealth Management
Florida
$34K – – –
TWP
2838
TFO Wealth Partners
Ohio
$33K -$80 -1 -0.2%
BA
2839
Bellwether Advisors
Nebraska
$32K – – –
RG
2840
Retirement Group
California
$32K +$159 +2 +0.3%
TFA
2841
Toth Financial Advisory
Virginia
$32K +$159 +2 +0.5%
IAG
2842
Investmark Advisory Group
Connecticut
$32K +$33.6K +422 New
CPA
2843
Cowen Prime Advisors
New York
$31K – – –
PP
2844
Pacifica Partners
Canada
$31K – – –
PCC
2845
Park Circle Company
Maryland
$31K – – –
TVWM
2846
Tower View Wealth Management
Wisconsin
$31K – – –
MBFW
2847
Morton Brown Family Wealth
Pennsylvania
$29K +$29.9K +375 New
WPWM
2848
Western Pacific Wealth Management
Illinois
$29K +$31.1K +391 New
MAM
2849
McCarthy Asset Management
California
$28K – – –
WAS
2850
Winch Advisory Services
Wisconsin
$28K +$80 +1 +0.3%