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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2301
WPG Advisers
Maryland
$15.9K +$5.17K +50 +45%
FP
2302
Financial Perspectives
Minnesota
$15.6K – – –
BSB
2303
Bangor Savings Bank
Maine
$15.5K – – –
MAS
2304
MPWM Advisory Solutions
Georgia
$15.5K – – –
PCM
2305
PenderFund Capital Management
British Columbia, Canada
$15.5K – – –
EPIMS
2306
Evelyn Partners Investment Management Services
$15.4K -$91K -880 -85%
SIM
2307
Synergy Investment Management
Florida
$15.1K -$103 -1 -0.6%
FFWM
2308
Future Financial Wealth Management
Ohio
$14.7K – – –
SVWA
2309
Sarver Vrooman Wealth Advisors
Missouri
$14.3K +$15.1K +146 New
ECM
2310
Estabrook Capital Management
New York
$14K -$6.41K -62 -30%
VBA
2311
von Borstel & Associates
Oregon
$14K +$15.5K +150 New
CRFG
2312
Columbia River Financial Group
Washington
$14K +$15.7K +152 New
MSG
2313
Main Street Group
Virginia
$13.7K – – –
BI
2314
Binnacle Investments
Iowa
$13K +$13.7K +133 New
EWM
2315
Evermay Wealth Management
Virginia
$13K – – –
CFFP
2316
Center for Financial Planning
Michigan
$12.9K – – –
CTWM
2317
Cherry Tree Wealth Management
Minnesota
$12.4K – – –
HFS
2318
Horizon Financial Services
North Carolina
$12.3K – – –
NA
2319
Nordwand Advisors
Pennsylvania
$12.2K – – –
GA
2320
GoalVest Advisory
New York
$12.2K +$724 +7 +6%
JGIA
2321
Jackson Grant Investment Advisers
Connecticut
$11.7K – – –
FC
2322
Family CFO
California
$11.3K – – –
WPA
2323
Wealth Preservation Advisors
Tennessee
$11.2K +$11.8K +114 New
PPWM
2324
PFG Private Wealth Management
Florida
$11.2K +$11.8K +114 New
NWM
2325
Navigoe Wealth Management
California
$11K – – –
91 92
93
94 95