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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2101
WR Wealth Planners
Missouri
$187K +$118K +1,005 +145%
FPB
2102
First PREMIER Bank
South Dakota
$187K – – –
GI
2103
Gradient Investments
Minnesota
$186K +$3.98K +34 +2%
PMFA
2104
Plante Moran Financial Advisors
Michigan
$185K -$819 -7 -0.4%
AF
2105
Advisornet Financial
Minnesota
$185K -$4.91K -42 -2%
IRAG
2106
Investment Research & Advisory Group
Georgia
$182K +$351 +3 +0.2%
BCP
2107
Blue Chip Partners
Michigan
$181K -$10.3K -88 -5%
CTWM
2108
Cherry Tree Wealth Management
Minnesota
$181K +$191K +1,637 New
CFO
2109
CVA Family Office
Colorado
$180K -$94.5K -808 -33%
HBW
2110
Hazlett, Burt & Watson
West Virginia
$180K +$1.4K +12 +0.7%
CA
2111
Crewe Advisors
Utah
$178K -$138K -1,181 -42%
SVCP
2112
Silicon Valley Capital Partners
California
$171K +$18.5K +158 +11%
CWM
2113
Cedar Wealth Management
California
$170K -$2.46K -21 -1%
FFA
2114
Fairfield Financial Advisors
Massachusetts
$169K -$7.84K -67 -4%
FWM
2115
Focused Wealth Management
New York
$167K +$63.2K +540 +56%
HWA
2116
Heritage Wealth Advisors
Virginia
$167K +$4.68K +40 +3%
BCFD
2117
Boit C.F. David
$166K – – –
CWC
2118
Carolinas Wealth Consulting
North Carolina
$164K +$48.3K +413 +39%
HIIFS
2119
Harel Insurance Investments & Financial Services
Israel
$163K -$957K -8,180 -85%
RAM
2120
Riggs Asset Management
Pennsylvania
$162K – – –
CYG
2121
Clean Yield Group
Vermont
$158K – – –
VNA
2122
Valley National Advisers
Pennsylvania
$157K +$1.52K +13 +0.9%
BC
2123
Blackhill Capital
New Jersey
$155K – – –
OP
2124
ORG Partners
Indiana
$152K +$162K +1,384 New
CAC
2125
Core Alternative Capital
Georgia
$149K +$10.5K +90 +7%
83 84
85
86 87