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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
2301
First Community Trust
Iowa
$55K +$53K +470 New
SC
2302
Stephens Consulting
Michigan
$52.4K +$50.5K +448 New
FFA
2303
Freedman Financial Associates
Massachusetts
$52K – – –
GG
2304
Gleason Group
Kentucky
$52K +$113 +1 +0.2%
TSW
2305
Thompson Siegel & Walmsley
Virginia
$52K +$14.5K +129 +40%
SC
2306
Steph & Co
Wisconsin
$52K +$42.7K +379 +566%
KFP
2307
KB Financial Partners
New Jersey
$51K +$49.6K +440 New
CPFP
2308
Clear Perspectives Financial Planning
Ohio
$48K – – –
KLWA
2309
Kelly Lawrence W & Associates
California
$47K – – –
SA
2310
SRH Advisors
Kansas
$47K – – –
FFWM
2311
Future Financial Wealth Management
Ohio
$47K +$45.1K +400 New
FCG
2312
Financial Connections Group
California
$46K +$45.1K +400 New
TFM
2313
TFC Financial Management
Massachusetts
$45K – – –
ACM
2314
Antonetti Capital Management
Florida
$44K – – –
WR
2315
WD Rutherford
Oregon
$43K -$75.5K -670 -64%
JWM
2316
Janiczek Wealth Management
Colorado
$42K – – –
KFS
2317
Kelly Financial Services
Massachusetts
$41.9K -$6.76K -60 -14%
PCM
2318
Penserra Capital Management
California
$41K -$2.71K -24 -6%
BIA
2319
Bell Investment Advisors
California
$40K +$12.9K +114 +49%
ACK
2320
Andrew C. Karlinski
$40K +$38.2K +339 New
AI
2321
AdvisorShares Investments
Maryland
$38K -$176K -1,560 -83%
HWM
2322
HighMark Wealth Management
Minnesota
$38K -$22.8K -202 -38%
ARMC
2323
American Research & Management Company
Massachusetts
$38K – – –
DAM
2324
Delta Asset Management
Tennessee
$38K – – –
HWM
2325
Holloway Wealth Management
Florida
$37K – – –
91 92
93
94 95