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Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2251
Ritter Daniher Financial Advisory
Ohio
$16K – – –
TFM
2252
TFC Financial Management
Massachusetts
$16K +$3.62K +199 +23%
FIA
2253
FNY Investment Advisers
New York
$16K +$20K +1,100 New
NOI
2254
Newton One Investments
Delaware
$15K – – –
FC
2255
Family CFO
California
$14.7K – – –
ACM
2256
AUA Capital Management
Pennsylvania
$14K – – –
CCM
2257
Copeland Capital Management
Pennsylvania
$13K – – –
IA
2258
IFS Advisors
Kansas
$13K – – –
PFT
2259
Providence First Trust
Arizona
$13K +$15.3K +840 New
RBC
2260
Roble Belko & Company
Pennsylvania
$12K -$20.3K -1,117 -58%
FEG
2261
Financial Enhancement Group
Indiana
$12K -$4.89K -269 -26%
WOC
2262
West Oak Capital
California
$12K +$2.73K +150 +23%
SFCL
2263
Strengthening Families & Communities LLC
Massachusetts
$11K -$29K -1,593 -68%
MBFW
2264
Morton Brown Family Wealth
Pennsylvania
$11K -$2.15K -118 -14%
JEST
2265
JTC Employer Solutions Trustee
Jersey
$11K – – –
TVWM
2266
Tower View Wealth Management
Wisconsin
$10K +$11.2K +615 +4,731%
FFA
2267
Fairfield Financial Advisors
Massachusetts
$9.48K +$7.86K +432 +232%
PG
2268
Proffitt & Goodson
Tennessee
$9K -$68.1K -3,745 -87%
BAM
2269
Baldrige Asset Management
Pennsylvania
$9K – – –
TAM
2270
Tucker Asset Management
Colorado
$8.68K -$77.9K -4,281 -90%
GI
2271
GS Investments
Minnesota
$8K – – –
EA
2272
Evolution Advisers
Virginia
$8K +$91 +5 +0.9%
AFIA
2273
America First Investment Advisors
Nebraska
$8K +$5.22K +287 +113%
LPP
2274
Life Planning Partners
Florida
$7.93K – – –
CAM
2275
ClariVest Asset Management
California
$7K -$2.35K -129 -22%
89 90
91
92 93