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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
Consultiva Wealth Management
Puerto Rico
$37.7K -$2.52K -25 -6%
SIC
2202
SJS Investment Consulting
Ohio
$37.3K +$11.1K +110 +43%
Q1WB
2203
Quest 10 Wealth Builders
Virginia
$37.2K +$201 +2 +0.6%
FCT
2204
First Community Trust
Iowa
$37.1K – – –
MLA
2205
MB, Levis & Associates
Pennsylvania
$36.8K – – –
MIM
2206
Marshall Investment Management
Colorado
$36.3K +$15K +149 +72%
TCM
2207
TD Capital Management
Tennessee
$36K -$6.75K -67 -16%
FS
2208
Financially Speaking
Colorado
$35.8K – – –
T
2209
Tidemark
California
$35.8K +$201 +2 +0.6%
PSB
2210
Piscataqua Savings Bank
New Hampshire
$35.3K -$4.03K -40 -10%
KA
2211
Kozak & Associates
Colorado
$35.2K +$1.31K +13 +4%
APW
2212
Allied Private Wealth
Florida
$35K +$33.8K +336 New
CFM
2213
Cornerstone Financial Management
Massachusetts
$34.9K +$4.53K +45 +15%
PP
2214
PFS Partners
New Jersey
$34.9K – – –
BFPW
2215
BOK Financial Private Wealth
Colorado
$34.3K -$111K -1,102 -77%
BSB
2216
Bangor Savings Bank
Maine
$33.3K +$22.2K +220 +208%
JGIA
2217
Jackson Grant Investment Advisers
Connecticut
$32.6K – – –
CCM
2218
Chilton Capital Management
Texas
$32.3K – – –
APW
2219
Atlantic Private Wealth
North Carolina
$30.7K – – –
PJC
2220
Phillip James Consulting
Minnesota
$30.7K – – –
SR
2221
Syntax Research
Florida
$30.7K – – –
RIAS
2222
Rachor Investment Advisory Services
Michigan
$30.4K +$201 +2 +0.7%
WFA
2223
West Financial Advisors
Iowa
$30.4K – – –
CC
2224
Corsicana & Co
Texas
$30.4K -$150K -1,490 -83%
LB
2225
Legacy Bridge
Iowa
$30.1K – – –
87 88
89
90 91