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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Clearstead Advisors
Ohio
$54K +$32.9K +84 +104%
TWA
702
TCI Wealth Advisors
Arizona
$53K +$20K +51 +45%
AWM
703
Atticus Wealth Management
Florida
$52K – – –
BCA
704
Berman Capital Advisors
Georgia
$51K +$10.6K +27 +21%
GWSG
705
GPS Wealth Strategies Group
Colorado
$51K +$61.5K +157 New
RA
706
Resolute Advisors
California
$51K +$61.9K +158 New
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$50K – – –
JMF
708
Johnson Midwest Financial
Iowa
$49K – – –
CFD
709
Creative Financial Designs
Indiana
$49K +$9.8K +25 +20%
HFS
710
HBC Financial Services
Washington
$46.6K +$17.6K +45 +60%
KFI
711
Key Financial Inc
Pennsylvania
$45K -$25.1K -64 -32%
AWM
712
Activest Wealth Management
Florida
$45K +$54.1K +138 New
TF
713
TimeScale Financial
Massachusetts
$44K -$5.88K -15 -10%
AWM
714
Accel Wealth Management
Iowa
$42K -$11.8K -30 -19%
TIM
715
Tortoise Investment Management
New York
$42K +$51K +130 New
ATC
716
Adirondack Trust Company
New York
$41K +$1.96K +5 +4%
GWS
717
Glassman Wealth Services
Virginia
$41K +$8.23K +21 +20%
PMFA
718
Plante Moran Financial Advisors
Michigan
$40K – – –
AIC
719
Archer Investment Corporation
Indiana
$38.8K +$7.05K +18 +18%
WAS
720
Winch Advisory Services
Wisconsin
$38K +$12.9K +33 +39%
RWB
721
RMR Wealth Builders
New Jersey
$38K +$18K +46 +66%
ICM
722
Islay Capital Management
Texas
$37K – – –
RWG
723
Regal Wealth Group
California
$36K – – –
CFB
724
Cullen/Frost Bankers
Texas
$33K -$39.2K -100 -50%
PP
725
Pacifica Partners
Canada
$33K -$39.2K -100 -50%
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