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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2251
Center for Financial Planning
Michigan
$12K – – –
CTWM
2252
Cherry Tree Wealth Management
Minnesota
$11.6K – – –
HFS
2253
Horizon Financial Services
North Carolina
$11.5K – – –
SRCM
2254
Signature Resources Capital Management
California
$11.1K +$3.99K +46 +61%
1NWS
2255
1 North Wealth Services
Maryland
$11K -$9.36K -108 -47%
SC
2256
Swan Capital
Florida
$11K +$1.73K +20 +20%
DWM
2257
Dogwood Wealth Management
Kansas
$10.9K +$7.37K +85 +283%
JGIA
2258
Jackson Grant Investment Advisers
Connecticut
$10.9K – – –
FC
2259
Family CFO
California
$10.5K – – –
IA
2260
IFS Advisors
Kansas
$10.3K – – –
CYG
2261
Clean Yield Group
Vermont
$10.2K -$20.1K -232 -67%
VWA
2262
Valued Wealth Advisors
Utah
$10.1K +$953 +11 +11%
IWM
2263
IMG Wealth Management
Florida
$10.1K +$9.53K +110 New
NWM
2264
Navigoe Wealth Management
California
$10K – – –
TWD
2265
True Wealth Design
Ohio
$9.92K +$1.65K +19 +21%
GA
2266
GoalVest Advisory
New York
$9.8K -$1.47K -17 -14%
ACM
2267
Accent Capital Management
Ohio
$9.26K +$8.75K +101 New
CWIG
2268
Chung Wu Investment Group
Texas
$9.16K +$8.67K +100 New
EWM
2269
Evolution Wealth Management
Florida
$9.16K +$8.67K +100 New
LFA
2270
Livelsberger Financial Advisory
Ohio
$9.16K +$8.67K +100 New
KFP
2271
Keener Financial Planning
Texas
$9K – – –
LAM
2272
LOM Asset Management
$9K +$8.67K +100 New
PA
2273
Pineridge Advisors
Missouri
$8.4K +$87 +1 +1%
PCM
2274
Penserra Capital Management
California
$8K – – –
CAC
2275
Core Alternative Capital
Georgia
$7.91K – – –
89 90
91
92 93