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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
701
Hantz Financial Services
Michigan
$9K +$8.6K +142 New
MAM
702
Meeder Asset Management
Ohio
$8.74K +$8.78K +145 New
PWMG
703
Private Wealth Management Group
New Jersey
$8.68K – – –
CWM
704
Cedar Wealth Management
California
$8.44K -$3.69K -61 -30%
JWM
705
Janiczek Wealth Management
Colorado
$7.77K – – –
MFT
706
Moisand Fitzgerald Tamayo
Florida
$7.59K – – –
CPG
707
Cornerstone Planning Group
New Jersey
$7.15K -$3.57K -59 -35%
EL
708
EMFO LLC
Florida
$6.88K – – –
CTWM
709
Cherry Tree Wealth Management
Minnesota
$6.87K – – –
CFO
710
CVA Family Office
Colorado
$6.81K +$485 +8 +8%
FFL
711
Financial Freedom LLC
Ohio
$6.12K +$61 +1 +1%
IAIM
712
International Assets Investment Management
Florida
$5.79K +$5.82K +96 New
SC
713
Stephens Consulting
Michigan
$5.67K +$5.69K +94 New
RTL
714
Red Tortoise LLC
Georgia
$5.6K – – –
PCMC
715
Planning Capital Management Corporation
Pennsylvania
$5.42K – – –
VNA
716
Valley National Advisers
Pennsylvania
$5K – – –
WIM
717
Westside Investment Management
California
$4.88K +$4.91K +81 New
AWM
718
Abound Wealth Management
Tennessee
$4.52K – – –
BIA
719
Bell Investment Advisors
California
$4.16K – – –
TCA
720
Trifecta Capital Advisors
Illinois
$3.98K – – –
PA
721
Pineridge Advisors
Missouri
$3.98K +$4K +66 New
CAM
722
Creekmur Asset Management
Illinois
$3.8K +$3.82K +63 New
GWP
723
Gen-Wealth Partners
Michigan
$3.62K – – –
VWM
724
Venturi Wealth Management
Texas
$3.31K -$1.64K -27 -33%
PPA
725
Painted Porch Advisors
California
$3.25K +$3.27K +54 New
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