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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1826
TFC Financial Management
Massachusetts
$19K – – –
JIR
1827
James Investment Research
Ohio
$19K +$17.7K +350 New
MLFP
1828
MPS Loria Financial Planners
Illinois
$19K +$18.8K +370 New
CWAF
1829
Core Wealth Advisors (Florida)
Florida
$17K – – –
SWM
1830
Sugarloaf Wealth Management
Georgia
$17K – – –
SIAG
1831
Signet Investment Advisory Group
Rhode Island
$17K +$15.7K +310 New
CWA
1832
Clearview Wealth Advisors
Oregon
$17K +$16.2K +320 New
JWA
1833
JFS Wealth Advisors
Pennsylvania
$17K +$16.2K +320 New
AP
1834
Arlington Partners
Alabama
$15K +$13.7K +270 New
CPFP
1835
Clear Perspectives Financial Planning
Ohio
$15K +$14.2K +280 New
FA
1836
Fortis Advisors
Pennsylvania
$14K – – –
IBOK
1837
Independence Bank of Kentucky
Kentucky
$14K – – –
RG
1838
Retirement Group
California
$14K +$11.2K +220 +550%
CMA
1839
Cedar Mountain Advisors
Oregon
$12K – – –
KFI
1840
Key Financial Inc
Pennsylvania
$12K +$11.2K +220 New
PMFA
1841
Plante Moran Financial Advisors
Michigan
$11K -$35.5K -700 -77%
FPB
1842
First PREMIER Bank
South Dakota
$11K -$3.55K -70 -26%
CHC
1843
City Holding Co
West Virginia
$11K – – –
LS
1844
Leelyn Smith
Illinois
$11K – – –
TF
1845
TimeScale Financial
Massachusetts
$11K – – –
AWM
1846
Accel Wealth Management
Iowa
$11K +$10.1K +200 New
BIP
1847
Bouvel Investment Partners
Pennsylvania
$11K +$10.1K +200 New
BDWCC
1848
B&D White Capital Company
Texas
$11K +$10.6K +210 New
ADIM
1849
Alpha DNA Investment Management
Maryland
$11K +$11.2K +220 New
BAMF
1850
BI Asset Management Fondsmaeglerselskab
Denmark
$10K -$2.13M -41,990 -100%
72 73
74
75 76