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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1251
Kelly Financial Services
Massachusetts
$34.8K +$4.84K +40 +17%
HL
1252
Harding Loevner
New Jersey
$34K – – –
SFP
1253
Sterling Financial Planning
New Jersey
$34K – – –
CFFP
1254
Center for Financial Planning
Michigan
$33K – – –
ADL
1255
Asset Dedication LLC
California
$33K +$32.1K +265 New
RA
1256
Resolute Advisors
California
$32K – – –
MCM
1257
MV Capital Management
Maryland
$32K +$15.1K +125 +96%
AAP
1258
Arax Advisory Partners
Colorado
$31K -$6.05K -50 -17%
LWANC
1259
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K – – –
OSNBOA
1260
Old Second National Bank of Aurora
Illinois
$31K – – –
PPWM
1261
PFG Private Wealth Management
Florida
$31K +$30.3K +250 New
HFM
1262
Hartford Financial Management
Connecticut
$30K +$4.84K +40 +20%
BWM
1263
Baystate Wealth Management
Massachusetts
$30K +$10.9K +90 +60%
PP
1264
Pacifica Partners
Canada
$27K +$6.05K +50 +33%
EBA
1265
Eagle Bay Advisors
New York
$27K +$10.9K +90 +75%
KIG
1266
Kowal Investment Group
Wisconsin
$27K +$26K +215 New
TIM
1267
Tortoise Investment Management
New York
$25K – – –
SWM
1268
Sugarloaf Wealth Management
Georgia
$25K +$14.5K +120 +150%
RWM
1269
Raffa Wealth Management
District of Columbia
$24.3K – – –
FRA
1270
Front Row Advisors
California
$24K – – –
MWC
1271
MBM Wealth Consultants
Missouri
$22K – – –
SCA
1272
Stonebridge Capital Advisors
Minnesota
$22K – – –
WAS
1273
Winch Advisory Services
Wisconsin
$21K +$10.9K +90 +113%
BIA
1274
Bell Investment Advisors
California
$21K +$20K +165 New
CWA
1275
Clearview Wealth Advisors
Oregon
$20K -$18.2K -150 -48%
49 50
51
52 53