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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2276
Partnership Wealth Management
Maryland
$11.6K – – –
FP
2277
Financial Perspectives
Minnesota
$11.3K – – –
FC
2278
Family CFO
California
$11.2K – – –
IA
2279
IFS Advisors
Kansas
$10.9K – – –
AA
2280
Addison Advisors
Vermont
$10.4K – – –
CIAS
2281
CBIZ Investment Advisory Services
Ohio
$10.4K – – –
GA
2282
GoalVest Advisory
New York
$10.4K +$9.18K +107 New
FG
2283
Fairman Group
Pennsylvania
$9.91K +$86 +1 +1%
LFA
2284
Livelsberger Financial Advisory
Ohio
$9.75K +$8.58K +100 New
UCI
2285
Uncommon Cents Investing
Wisconsin
$9.75K +$8.58K +100 New
GWSA
2286
Global Wealth Strategies & Associates
Colorado
$9.46K – – –
FFA
2287
Frazier Financial Advisors
Ohio
$9.37K +$1.29K +15 +19%
VWA
2288
Valued Wealth Advisors
Utah
$9.36K +$944 +11 +13%
OA
2289
Operose Advisors
Wisconsin
$9.26K -$4.29K -50 -34%
KFP
2290
Keener Financial Planning
Texas
$9K – – –
RFG
2291
REAP Financial Group
Texas
$8.97K +$7.89K +92 New
PA
2292
Pineridge Advisors
Missouri
$8.77K – – –
SGC
2293
Slocum, Gordon & Co
Rhode Island
$8.58K – – –
CNBT
2294
Cornerstone National Bank & Trust
Illinois
$8.19K +$7.21K +84 New
PCM
2295
Penserra Capital Management
California
$8K +$257 +3 +3%
MAM
2296
Marquette Asset Management
Minnesota
$7.8K – – –
FFL
2297
Financial Freedom LLC
Ohio
$7.69K – – –
CAM
2298
Creekmur Asset Management
Illinois
$7.41K -$1.72K -20 -21%
SRCM
2299
Signature Resources Capital Management
California
$7.31K -$86 -1 -1%
LOIM
2300
Liberty One Investment Management
Illinois
$7.1K -$16.2M -189,248 -100%
90 91
92
93 94