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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
2251
Fairway Wealth
Ohio
$12.3K -$11.2K -129 -49%
EWM
2252
Evermay Wealth Management
Virginia
$12.2K – – –
CFFP
2253
Center for Financial Planning
Michigan
$12K – – –
CTWM
2254
Cherry Tree Wealth Management
Minnesota
$11.6K – – –
HFS
2255
Horizon Financial Services
North Carolina
$11.5K – – –
SRCM
2256
Signature Resources Capital Management
California
$11.1K +$3.99K +46 +61%
1NWS
2257
1 North Wealth Services
Maryland
$11K -$9.36K -108 -47%
SC
2258
Swan Capital
Florida
$11K +$1.73K +20 +20%
DWM
2259
Dogwood Wealth Management
Kansas
$10.9K +$7.37K +85 +283%
JGIA
2260
Jackson Grant Investment Advisers
Connecticut
$10.9K – – –
FC
2261
Family CFO
California
$10.5K – – –
IA
2262
IFS Advisors
Kansas
$10.3K – – –
CYG
2263
Clean Yield Group
Vermont
$10.2K -$20.1K -232 -67%
VWA
2264
Valued Wealth Advisors
Utah
$10.1K +$953 +11 +11%
IWM
2265
IMG Wealth Management
Florida
$10.1K +$9.53K +110 New
NWM
2266
Navigoe Wealth Management
California
$10K – – –
TWD
2267
True Wealth Design
Ohio
$9.92K +$1.65K +19 +21%
GA
2268
GoalVest Advisory
New York
$9.8K -$1.47K -17 -14%
ACM
2269
Accent Capital Management
Ohio
$9.26K +$8.75K +101 New
CWIG
2270
Chung Wu Investment Group
Texas
$9.16K +$8.67K +100 New
EWM
2271
Evolution Wealth Management
Florida
$9.16K +$8.67K +100 New
LFA
2272
Livelsberger Financial Advisory
Ohio
$9.16K +$8.67K +100 New
KFP
2273
Keener Financial Planning
Texas
$9K – – –
LAM
2274
LOM Asset Management
$9K +$8.67K +100 New
PA
2275
Pineridge Advisors
Missouri
$8.4K +$87 +1 +1%
89 90
91
92 93