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Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
2501
Clear Perspectives Financial Planning
Ohio
$35K +$6.62K +291 +22%
CIM
2502
Contravisory Investment Management
Massachusetts
$34K – – –
M1FG
2503
Mach-1 Financial Group
Arkansas
$32K -$6.03K -265 -15%
FIA
2504
FNY Investment Advisers
New York
$32K +$33.7K +1,483 New
IHWM
2505
Iron Horse Wealth Management
Iowa
$31K – – –
BMD
2506
Better Money Decisions
New Mexico
$31K +$364 +16 +1%
FPW
2507
Flagship Private Wealth
Massachusetts
$30.1K +$478 +21 +2%
RDFA
2508
Ritter Daniher Financial Advisory
Ohio
$30K – – –
RAM
2509
Riggs Asset Management
Pennsylvania
$29K -$12.9K -566 -30%
IPW
2510
IronBridge Private Wealth
Texas
$29K – – –
CDIA
2511
Capital Directions Investment Advisors
Georgia
$27K +$28K +1,233 New
NOI
2512
Newton One Investments
Delaware
$27K +$28.6K +1,258 New
ACM
2513
AUA Capital Management
Pennsylvania
$25K – – –
SFA
2514
Semmax Financial Advisors
North Carolina
$25K – – –
RBC
2515
Roble Belko & Company
Pennsylvania
$24K -$29.8K -1,309 -54%
TCWA
2516
Ten Capital Wealth Advisors
Washington
$24K +$7.23K +318 +40%
LSA
2517
Lion Street Advisors
Texas
$23.8K +$24.9K +1,094 New
AP
2518
Arlington Partners
Alabama
$23K -$10.5K -463 -30%
CCM
2519
Copeland Capital Management
Pennsylvania
$23K – – –
PC
2520
Permanens Capital
New York
$22K – – –
JEST
2521
JTC Employer Solutions Trustee
Jersey
$20K +$21.1K +927 New
HF
2522
Halpern Financial
Virginia
$19.2K – – –
AIM
2523
Arcadia Investment Management
Michigan
$18K -$10.7K -471 -36%
FEG
2524
Financial Enhancement Group
Indiana
$17K -$48K -2,109 -73%
BAM
2525
Baldrige Asset Management
Pennsylvania
$17K +$17.7K +779 New
99 100
101
102 103