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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
2101
Matthew Hamilton Rosenberg
$30K
TF
2102
TimeScale Financial
Massachusetts
$30K
BC
2103
Barnett & Company
Tennessee
$27K
PO
2104
Private Ocean
California
$27K
WLPWM
2105
Walled Lake Planning & Wealth Management
Illinois
$27K
CCMW
2106
Cypress Capital Management (Wyoming)
Wyoming
$26K
IFAM
2107
Institutional & Family Asset Management
Colorado
$26K
AWM
2108
Adams Wealth Management
Utah
$25K +$23.9K +127 New
BBL
2109
Beck Bode LLC
Massachusetts
$25K +$24.1K +128 New
AA
2110
Advisory Alpha
Michigan
$25K +$24.5K +130 New
CFFP
2111
Center for Financial Planning
Michigan
$22K
CPW
2112
Catalyst Private Wealth
California
$22K +$20.7K +110 New
CA
2113
Crewe Advisors
Utah
$22K +$20.7K +110 New
HR
2114
Howe & Rusling
New York
$21K -$9.04K -48 -31%
FMP
2115
Financial Management Professionals
Texas
$21K
JWM
2116
Janiczek Wealth Management
Colorado
$21K +$14.7K +78 +260%
RBC
2117
Roble Belko & Company
Pennsylvania
$21K +$20.2K +107 New
AFS
2118
Aft Forsyth & Sober
Florida
$20K -$37.7K -200 -67%
APW
2119
Acima Private Wealth
Virginia
$20K
CHA
2120
Carmichael Hill & Associates
Maryland
$20K
JFGIW
2121
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
PP
2122
PrairieView Partners
Minnesota
$20K
PH
2123
Pinnacle Holdings
Oklahoma
$19.7K
RFWA
2124
RPg Family Wealth Advisory
Massachusetts
$19.7K
FA
2125
Financial Advantage
Maryland
$19K