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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2101
Disciplina Capital Management
Tennessee
$55.1K – – –
IP
2102
Ignite Planners
California
$55K +$80.6K +470 New
SG
2103
Sankala Group
Colorado
$54K +$85.8K +500 New
CA
2104
Centerpoint Advisors
Massachusetts
$54K – – –
AAG
2105
Armstrong Advisory Group
Massachusetts
$52.9K – – –
AWM
2106
Abound Wealth Management
Tennessee
$52.2K +$2.75K +16 +5%
IWM
2107
IMG Wealth Management
Florida
$52.1K +$48.9K +285 +518%
MFC
2108
Mechanics Financial Corp
Ohio
$51.3K – – –
MCM
2109
MidAtlantic Capital Management
Virginia
$49.8K +$55.8K +325 New
DF
2110
Dunhill Financial
United Kingdom
$49.1K +$5.32K +31 +11%
NEWAS
2111
N.E.W. Advisory Services
Wisconsin
$48.3K -$72.9K -425 -57%
S
2112
Sachetta
Massachusetts
$47.5K -$1.72K -10 -3%
LAS
2113
Lloyd Advisory Services
Georgia
$47.5K +$53.2K +310 New
MFP
2114
Meramec Financial Planners
Missouri
$46.3K +$78.9K +460 New
API
2115
Asset Planning Inc
California
$46K – – –
PCTC
2116
Perkins Coie Trust Company
Washington
$46K – – –
AIC
2117
Archer Investment Corporation
Indiana
$46K +$13.7K +80 +36%
MSWM
2118
Mowery & Schoenfeld Wealth Management
Illinois
$45.2K +$32.6K +190 +181%
AF
2119
Align Financial
Minnesota
$45.2K +$7.75M +45,191 New
SEP
2120
Signature Equity Partners
Ohio
$44.4K +$49.7K +290 New
GSWM
2121
Golden State Wealth Management
California
$43.3K -$2.23K -13 -4%
RWS
2122
Retirement Wealth Solutions
Wisconsin
$42.9K -$3.43K -20 -7%
CCM
2123
Chilton Capital Management
Texas
$42.9K +$12K +70 +33%
SFCL
2124
Strengthening Families & Communities LLC
Massachusetts
$42.9K +$5.15K +30 +12%
RWM
2125
RMG Wealth Management
Wisconsin
$42.8K – – –
83 84
85
86 87