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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2301
PenderFund Capital Management
British Columbia, Canada
$15.5K – – –
EPIMS
2302
Evelyn Partners Investment Management Services
$15.4K -$91K -880 -85%
SIM
2303
Synergy Investment Management
Florida
$15.1K -$103 -1 -0.6%
FFWM
2304
Future Financial Wealth Management
Ohio
$14.7K – – –
SVWA
2305
Sarver Vrooman Wealth Advisors
Missouri
$14.3K +$15.1K +146 New
ECM
2306
Estabrook Capital Management
New York
$14K -$6.41K -62 -30%
VBA
2307
von Borstel & Associates
Oregon
$14K +$15.5K +150 New
CRFG
2308
Columbia River Financial Group
Washington
$14K +$15.7K +152 New
MSG
2309
Main Street Group
Virginia
$13.7K – – –
BI
2310
Binnacle Investments
Iowa
$13K +$13.7K +133 New
EWM
2311
Evermay Wealth Management
Virginia
$13K – – –
CFFP
2312
Center for Financial Planning
Michigan
$12.9K – – –
CTWM
2313
Cherry Tree Wealth Management
Minnesota
$12.4K – – –
HFS
2314
Horizon Financial Services
North Carolina
$12.3K – – –
NA
2315
Nordwand Advisors
Pennsylvania
$12.2K – – –
GA
2316
GoalVest Advisory
New York
$12.2K +$724 +7 +6%
JGIA
2317
Jackson Grant Investment Advisers
Connecticut
$11.7K – – –
FC
2318
Family CFO
California
$11.3K – – –
WPA
2319
Wealth Preservation Advisors
Tennessee
$11.2K +$11.8K +114 New
PPWM
2320
PFG Private Wealth Management
Florida
$11.2K +$11.8K +114 New
NWM
2321
Navigoe Wealth Management
California
$11K – – –
BGC
2322
Beutel, Goodman & Co
Ontario, Canada
$11K +$12.4K +120 New
IA
2323
IFS Advisors
Kansas
$11K – – –
RL
2324
Rogco LP
Oklahoma
$10.7K -$948K -9,175 -99%
WBC
2325
West Branch Capital
Massachusetts
$10.5K +$3.72K +36 +51%
91 92
93
94 95