Name Holding Trade Value Shares
Change
Change in
Stake
D
2251
Diversified
Delaware
$22K +$21.4K +1,600 New
APC
2252
Asset Planning Corporation
Tennessee
$22K +$22.5K +1,680 New
EWM
2253
Edge Wealth Management
New York
$19K -$33.2K -2,480 -63%
HFS
2254
HBC Financial Services
Washington
$19K – – –
MIM
2255
Macroview Investment Management
Maryland
$19K – – –
TAIM
2256
TD Ameritrade Investment Management
Nebraska
$19K +$19.3K +1,440 New
CFFP
2257
Center for Financial Planning
Michigan
$18K – – –
AP
2258
Arlington Partners
Alabama
$18K +$18.2K +1,360 New
HGWM
2259
Harvest Group Wealth Management
Massachusetts
$18K +$18.7K +1,400 New
SFP
2260
Sterling Financial Planning
New Jersey
$17K +$17.7K +1,320 New
DCM
2261
Disciplina Capital Management
Tennessee
$16.7K +$17.1K +1,280 New
FPFS
2262
First Personal Financial Services
North Carolina
$16K – – –
MAM
2263
Marquette Asset Management
Minnesota
$16K – – –
COCM
2264
Charter Oak Capital Management
New Hampshire
$16K +$16.1K +1,200 New
IA
2265
IFS Advisors
Kansas
$16K +$17.1K +1,280 New
BWA
2266
Burt Wealth Advisors
Maryland
$15K – – –
LS
2267
Leelyn Smith
Illinois
$15K – – –
OAJ
2268
Ogorek Anthony Joseph
New York
$15K – – –
HI
2269
Human Investing
Oregon
$14K -$8.03K -600 -36%
FCM
2270
Firestone Capital Management
Florida
$14K – – –
GTAM
2271
Global Trust Asset Management
Florida
$14K – – –
APWM
2272
Atlas Private Wealth Management
New York
$13K – – –
SWM
2273
Selective Wealth Management
Virginia
$13K – – –
KFI
2274
Key Financial Inc
Pennsylvania
$13K +$12.9K +960 New
PK
2275
Pflug Koory
Nebraska
$12K – – –