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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
751
Ellis Investment Partners
Pennsylvania
$7K – – –
FMP
752
Financial Management Professionals
Texas
$7K +$6.21K +89 New
FRA
753
Front Row Advisors
California
$6K – – –
HFM
754
Hartford Financial Management
Connecticut
$6K – – –
PGWM
755
Parisi Gray Wealth Management
New Jersey
$6K +$5.72K +82 New
AIM
756
Anchor Investment Management
South Carolina
$5.29K +$3K +43 +179%
AII
757
AGF Investments Inc
Ontario, Canada
$5K -$2.09K -30 -32%
CAM
758
Close Asset Management
United Kingdom
$5K +$4.32K +62 New
HCP
759
Hexagon Capital Partners
Arkansas
$4K – – –
TCM
760
Tradewinds Capital Management
Washington
$4K – – –
CFA
761
Carroll Financial Associates
North Carolina
$4K +$1.81K +26 +104%
CFO
762
CVA Family Office
Colorado
$4K +$3.14K +45 New
LWM
763
Liberty Wealth Management
California
$4K +$3.14K +45 +450%
SB
764
Strategic Blueprint
Georgia
$4K +$3.49K +50 New
RWM
765
Raffa Wealth Management
District of Columbia
$3.79K -$6.76K -97 -67%
FI
766
FormulaFolio Investments
Michigan
$3K – – –
IFAM
767
Institutional & Family Asset Management
Colorado
$3K – – –
MFA
768
McClarren Financial Advisors
Pennsylvania
$3K – – –
LWCFA
769
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.65K +38 New
MA
770
Montag & Associates
Georgia
$2K -$4.39K -63 -75%
CWA
771
Clearview Wealth Advisors
Oregon
$2K – – –
CCC
772
Crescent Capital Consulting
Louisiana
$2K – – –
HFS
773
Horizon Financial Services
North Carolina
$2K – – –
JWA
774
JFS Wealth Advisors
Pennsylvania
$2K – – –
PAI
775
Pittenger & Anderson Inc
Nebraska
$2K – – –
29 30
31
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