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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
451
Advantage Trust Company
Kansas
$14.8K – – –
KA
452
Kozak & Associates
Colorado
$14.2K +$107 +4 +0.9%
DWM
453
Dogwood Wealth Management
Kansas
$12.5K – – –
TCM
454
Tradewinds Capital Management
Washington
$11.7K +$81 +3 +0.8%
LFG
455
Larson Financial Group
Missouri
$11.7K +$4.57K +170 +76%
IFWM
456
Institute for Wealth Management
Colorado
$11.5K +$10.5K +390 New
CFSG
457
Community Financial Services Group
Vermont
$11.4K – – –
WA
458
WPG Advisers
Maryland
$10.9K +$1.21K +45 +14%
BWA
459
Basecamp Wealth Advisors
Washington
$10.8K – – –
CMA
460
Cedar Mountain Advisors
Oregon
$10.6K – – –
NSIM
461
North Star Investment Management
Illinois
$10.4K -$134K -5,000 -93%
KAS
462
Kemnay Advisory Services
New York
$10.3K -$18.8K -699 -67%
OAJ
463
Ogorek Anthony Joseph
New York
$10K – – –
TFGT
464
TS Financial Group (TSFG)
Illinois
$10K – – –
CT
465
Clearstead Trust
Maine
$9.54K – – –
OCWP
466
Owl Creek Wealth Partners
Colorado
$9.45K +$941 +35 +12%
CAM
467
Costello Asset Management
Pennsylvania
$9.13K – – –
EWP
468
Elevation Wealth Partners
California
$9.1K +$1.8K +67 +28%
GIA
469
GHP Investment Advisors
Colorado
$8.97K – – –
PMFA
470
Plante Moran Financial Advisors
Michigan
$8.86K – – –
SIC
471
SJS Investment Consulting
Ohio
$8.83K +$457 +17 +6%
CHC
472
City Holding Co
West Virginia
$8.74K -$2.79K -104 -26%
TWC
473
TD Waterhouse Canada
Ontario, Canada
$8.49K +$3.76K +140 +98%
AWM
474
Activest Wealth Management
Florida
$8.12K +$188 +7 +3%
CFP
475
Comprehensive Financial Planning
Pennsylvania
$7.98K – – –
17 18
19
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