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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2301
Family CFO
California
$11.4K – – –
CCP
2302
Carmel Capital Partners
California
$11.3K – – –
VSQM
2303
V-Square Quantitative Management
Illinois
$11.3K +$11.8K +114 New
IA
2304
IFS Advisors
Kansas
$11.1K +$11.6K +112 New
BG
2305
Bollard Group
Massachusetts
$11K +$11.9K +115 New
PCA
2306
Providence Capital Advisors
North Carolina
$10.9K +$104 +1 +0.9%
CFFP
2307
Center for Financial Planning
Michigan
$10.7K – – –
RG
2308
Retirement Group
California
$10.6K -$104 -1 -0.9%
JFG
2309
JDM Financial Group
Texas
$10.4K +$5.71K +55 +110%
ACA
2310
Atlas Capital Advisors
Wyoming
$10.1K – – –
CAM
2311
ClariVest Asset Management
California
$10K – – –
QL
2312
Quarry LP
New York
$9.81K -$46K -443 -82%
GWSA
2313
Global Wealth Strategies & Associates
Colorado
$9.61K – – –
GCM
2314
Gables Capital Management
Florida
$8.72K +$6.75K +65 +283%
AWM
2315
Activest Wealth Management
Florida
$8.6K -$519 -5 -6%
SWM
2316
Sanctuary Wealth Management
Idaho
$8.52K +$8.93K +86 New
CAM
2317
Costello Asset Management
Pennsylvania
$8.47K +$8.82K +85 New
UFF
2318
USA Financial Formulas
Michigan
$8.02K – – –
TAIM
2319
TD Ameritrade Investment Management
Nebraska
$8K -$3.53K -34 -30%
MIFH
2320
Migdal Insurance & Financial Holdings
Israel
$8K – – –
ARS
2321
Adirondack Retirement Specialists
New York
$7.92K – – –
MSFP
2322
Mark Sheptoff Financial Planning
Connecticut
$7.83K – – –
FFL
2323
Financial Freedom LLC
Ohio
$7.81K – – –
HH
2324
HWG Holdings
Texas
$6.93K -$311 -3 -4%
SC
2325
Steph & Co
Wisconsin
$6.64K – – –
91 92
93
94 95