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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
2301
Fairway Wealth
Ohio
$123K – – –
TCG
2302
Transcendent Capital Group
Oklahoma
$123K +$102K +1,810 +862%
PMFA
2303
Plante Moran Financial Advisors
Michigan
$122K -$63.7K -1,130 -36%
NIMI
2304
Natixis Investment Managers International
France
$121K -$34.4K -610 -23%
IFAM
2305
Institutional & Family Asset Management
Colorado
$121K -$6.77K -120 -6%
APC
2306
Aspire Private Capital
North Carolina
$116K – – –
LD
2307
Lipe & Dalton
New York
$115K – – –
GKIM
2308
GW&K Investment Management
Massachusetts
$114K +$2.25K +40 +2%
CIA
2309
Cape Investment Advisory
Georgia
$114K -$56.9K -1,010 -35%
AWM
2310
AllSquare Wealth Management
New York
$112K – – –
RFS
2311
Richardson Financial Services
Massachusetts
$112K +$101K +1,790 +3,580%
CJ
2312
Caitlin John
Michigan
$110K – – –
CTWM
2313
Cherry Tree Wealth Management
Minnesota
$110K +$2.82K +50 +3%
BCP
2314
Blue Chip Partners
Michigan
$109K +$101K +1,800 New
CWP
2315
Concord Wealth Partners
Virginia
$109K +$564 +10 +0.6%
SR
2316
Syntax Research
Florida
$106K – – –
FMP
2317
Financial Management Professionals
Texas
$106K -$38.3K -680 -28%
KFI
2318
Key Financial Inc
Pennsylvania
$106K – – –
CSB
2319
City State Bank
Iowa
$105K – – –
LB
2320
Legacy Bridge
Iowa
$104K +$56.4K +1,000 +141%
PP
2321
Pingora Partners
Wyoming
$100K +$8.46K +150 +10%
AWM
2322
Activest Wealth Management
Florida
$99.7K +$22.6K +400 +32%
NECFA
2323
New England Capital Financial Advisors
Connecticut
$97.5K – – –
AFS
2324
Annapolis Financial Services
Maryland
$96.3K -$88.5K -1,570 -50%
WT
2325
Washington Trust
Rhode Island
$94.1K – – –
91 92
93
94 95