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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
826
Aspire Private Capital
North Carolina
$14K – – –
CPG
827
Cornerstone Planning Group
New Jersey
$14K -$1.65K -11 -11%
DJSG
828
D.J. St. Germain
Massachusetts
$13.9K +$4.49K +30 +48%
VAMG
829
Voisard Asset Management Group
Michigan
$13.7K – – –
AAP
830
Arax Advisory Partners
Colorado
$13.7K +$13.6K +91 New
ADL
831
Asset Dedication LLC
California
$13.6K – – –
AT
832
Avalon Trust
New Mexico
$13.6K – – –
CHA
833
Carmichael Hill & Associates
Maryland
$13.6K – – –
SIC
834
Salem Investment Counselors
North Carolina
$13.4K – – –
WIM
835
Westside Investment Management
California
$13.3K – – –
MWM
836
Mascoma Wealth Management
New Hampshire
$12.5K – – –
CA
837
Claris Advisors
Missouri
$11.6K +$11.5K +77 New
JFA
838
JNBA Financial Advisors
Minnesota
$11.4K – – –
PG
839
Proffitt & Goodson
Tennessee
$11.3K +$2.54K +17 +29%
NFA
840
Northwest Financial Advisors
Virginia
$11.3K +$11.2K +75 New
SWM
841
Spire Wealth Management
Virginia
$10.1K -$115K -769 -92%
AW
842
Avion Wealth
Texas
$10K +$449 +3 +4%
HCA
843
Harbor Capital Advisors
Illinois
$10K +$10.3K +69 New
FFO
844
Fortitude Family Office
Arizona
$9.96K – – –
DF
845
Dunhill Financial
United Kingdom
$9.79K +$4.79K +32 +97%
SC
846
Solstein Capital
California
$9.66K – – –
CFD
847
Creative Financial Designs
Indiana
$9.66K +$4.04K +27 +73%
PW
848
Paladin Wealth
Minnesota
$9.51K +$9.43K +63 New
TF
849
Tompkins Financial
New York
$9.21K -$7.1M -47,437 -100%
CFFP
850
Center for Financial Planning
Michigan
$8.91K – – –
32 33
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35 36