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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2176
Annapolis Financial Services
Maryland
$9K – – –
CCMW
2177
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
NCM
2178
New Capital Management
Texas
$9K – – –
SCA
2179
Stuart Chaussee & Associates
California
$9K +$9.18K +66 New
FBT
2180
First Bank & Trust
South Dakota
$7K – – –
LWA
2181
Lowe Wealth Advisors
Maryland
$7K – – –
FPFS
2182
First Personal Financial Services
North Carolina
$6K -$11.8K -85 -65%
SC
2183
Sawyer & Company
Massachusetts
$6K – – –
TJHA
2184
Thomas J. Herzfeld Advisors
Florida
$6K – – –
HWM
2185
HighMark Wealth Management
Minnesota
$6K +$3.06K +22 +110%
APC
2186
Aspire Private Capital
North Carolina
$6K +$4.03K +29 +153%
EIP
2187
Ellis Investment Partners
Pennsylvania
$5K -$14K -101 -71%
SFO
2188
Standard Family Office
South Dakota
$5K -$1.81K -13 -25%
BHWM
2189
Bay Harbor Wealth Management
Maryland
$5K -$1.53K -11 -22%
CCC
2190
Crescent Capital Consulting
Louisiana
$5K – – –
LGWM
2191
Litman Gregory Wealth Management
California
$5K – – –
ARIS
2192
Advanced Research Investment Solutions
California
$4K – – –
GTAM
2193
Global Trust Asset Management
Florida
$4K – – –
LIM
2194
Longfellow Investment Management
Massachusetts
$4K – – –
RFMS
2195
RWQ Financial Management Services
Florida
$4K +$3.75K +27 New
BAMG
2196
Brand Asset Management Group
Missouri
$3K – – –
IHWM
2197
Iron Horse Wealth Management
Iowa
$3K – – –
AWC
2198
Abundance Wealth Counselors
Pennsylvania
$3K +$3.34K +24 New
GFPC
2199
Global Financial Private Client
Florida
$1.59K – – –
MSFP
2200
Mark Sheptoff Financial Planning
Connecticut
$1K -$20.3K -146 -97%
86 87
88
89 90