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Name Holding Trade Value Shares
Change 		Change in
Stake
MUMSS
1901
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K – – –
JWA
1902
JFS Wealth Advisors
Pennsylvania
$33K -$1.91K -22 -4%
CFD
1903
Creative Financial Designs
Indiana
$32K -$100K -1,153 -71%
RTC
1904
Riverview Trust Company
Washington
$32K -$38.1K -439 -49%
CFFP
1905
Center for Financial Planning
Michigan
$32K -$694 -8 -2%
SFG
1906
Steward Financial Group
Texas
$31K -$9.98K -115 -20%
FMP
1907
Financial Management Professionals
Texas
$31K +$28.4K +327 +273%
SOW
1908
State of Wyoming
Wyoming
$30K -$186K -2,144 -84%
DAC
1909
Dividend Assets Capital
South Carolina
$30K -$46.4K -535 -55%
NMG
1910
New Millennium Group
Utah
$30K +$37.7K +435 New
AAP
1911
Arax Advisory Partners
Colorado
$29K -$2.43K -28 -6%
PK
1912
Pflug Koory
Nebraska
$29K – – –
HFA
1913
HC Financial Advisors
California
$29K +$2.95K +34 +9%
UIA
1914
Ulland Investment Advisors
Minnesota
$28K – – –
FCG
1915
Financial Connections Group
California
$27K -$3.9K -45 -10%
KFI
1916
Key Financial Inc
Pennsylvania
$26K – – –
CPFP
1917
Clear Perspectives Financial Planning
Ohio
$26K +$14.5K +167 +84%
GFPC
1918
Global Financial Private Client
Florida
$25.6K -$23K -265 -42%
LF
1919
Lee Financial
Texas
$25K +$11.8K +136 +60%
BHWM
1920
Beaird Harris Wealth Management
Texas
$24K -$9.02K -104 -23%
SWM
1921
Sugarloaf Wealth Management
Georgia
$24K – – –
CWM
1922
CarsonAllaria Wealth Management
Illinois
$24K +$263K +3,030 +981%
TF
1923
TimeScale Financial
Massachusetts
$23K -$4.16K -48 -13%
CWA
1924
Clearview Wealth Advisors
Oregon
$23K -$347 -4 -1%
MWM
1925
Mascoma Wealth Management
New Hampshire
$22K -$13.4K -155 -33%
75 76
77
78 79