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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2501
Freedman Financial Associates
Massachusetts
$54K +$21.6K +100 +53%
AFS
2502
Annapolis Financial Services
Maryland
$53K -$21.6K -100 -26%
CAC
2503
Core Alternative Capital
Georgia
$52K -$48.5K -224 -45%
HWM
2504
HighMark Wealth Management
Minnesota
$52K – – –
LF
2505
Lee Financial
Texas
$51K +$9.95K +46 +20%
MW
2506
Milestone Wealth
New York
$50K +$57.1K +264 New
GC
2507
Gould Capital
Washington
$49K +$56.7K +262 New
RA
2508
Resolute Advisors
California
$47K -$193K -892 -78%
AWM
2509
Activest Wealth Management
Florida
$45K -$34.2K -158 -40%
CFCI
2510
Comprehensive Financial Consultants Institutional
Indiana
$45K +$88.1K +407 New
CSWM
2511
Cassady Schiller Wealth Management
Ohio
$44K +$50.6K +234 New
MHR
2512
Matthew Hamilton Rosenberg
$43K +$3.9K +18 +8%
JWM
2513
Janiczek Wealth Management
Colorado
$42K -$102K -472 -68%
TCWA
2514
Ten Capital Wealth Advisors
Washington
$42K – – –
AIM
2515
AHL Investment Management
Florida
$42K +$47.8K +221 New
LWP
2516
Lumature Wealth Partners
Georgia
$40K – – –
KIG
2517
Kessler Investment Group
Indiana
$40K +$2.81K +13 +7%
CIM
2518
Contravisory Investment Management
Massachusetts
$39K -$6.98M -32,276 -99%
TCM
2519
TD Capital Management
Tennessee
$38K -$649 -3 -1%
LD
2520
Lipe & Dalton
New York
$38K – – –
PP
2521
PrairieView Partners
Minnesota
$38K – – –
PCA
2522
Providence Capital Advisors
North Carolina
$38K – – –
MCA
2523
Maryland Capital Advisors
Maryland
$38K +$43.3K +200 New
HDIM
2524
Hanson & Doremus Investment Management
Vermont
$37K +$21.6K +100 +105%
IFS
2525
Intelligent Financial Strategies
Minnesota
$37K +$42.8K +198 New
99 100
101
102 103