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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
2301
Ulland Investment Advisors
Minnesota
$18K – – –
OAJ
2302
Ogorek Anthony Joseph
New York
$18K +$97 +1 +0.5%
WWA
2303
Wingate Wealth Advisors
Massachusetts
$17.8K +$18.9K +195 New
RAM
2304
Riggs Asset Management
Pennsylvania
$17.8K – – –
T
2305
Transce3nd
Texas
$17.5K +$18.6K +192 New
CJ
2306
Caitlin John
Michigan
$17.3K – – –
MCM
2307
MidAtlantic Capital Management
Virginia
$17.3K – – –
PA
2308
Pineridge Advisors
Missouri
$17K +$9.38K +97 +108%
AWM
2309
Activest Wealth Management
Florida
$17K +$4.84K +50 +37%
RCM
2310
Richardson Capital Management
Wisconsin
$16.9K -$4.74K -49 -21%
WA
2311
Whipplewood Advisors
Colorado
$16.8K +$17.8K +184 New
SC
2312
Stephens Consulting
Michigan
$16K – – –
SWM
2313
Sanctuary Wealth Management
Idaho
$14.7K -$6.58K -68 -30%
FP
2314
Financial Perspectives
Minnesota
$14.5K +$4.16K +43 +37%
BSB
2315
Bangor Savings Bank
Maine
$14.4K – – –
MAS
2316
MPWM Advisory Solutions
Georgia
$14.4K +$15.3K +158 New
SIM
2317
Synergy Investment Management
Florida
$14.1K +$15K +155 New
CP
2318
Castleview Partners
Texas
$13.9K -$1.94K -20 -12%
FFWM
2319
Future Financial Wealth Management
Ohio
$13.7K – – –
MSG
2320
Main Street Group
Virginia
$12.8K – – –
PCM
2321
Perritt Capital Management
Illinois
$12.2K – – –
EWM
2322
Evermay Wealth Management
Virginia
$12.1K -$6.19K -64 -32%
LJHT
2323
Laurie J. Hall Trustee
$12K -$1.45K -15 -10%
CFFP
2324
Center for Financial Planning
Michigan
$12K – – –
CIAS
2325
CBIZ Investment Advisory Services
Ohio
$11.6K +$1.94K +20 +19%
91 92
93
94 95