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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
901
Oakworth Capital
Alabama
$15K – – –
SFCL
902
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
CPG
903
Cornerstone Planning Group
New Jersey
$14.8K -$12K -82 -44%
CFS
904
CGC Financial Services
Oregon
$14.7K – – –
HIA
905
Harbor Investment Advisory
Maryland
$14.4K -$1.47K -10 -9%
JWA
906
JFS Wealth Advisors
Pennsylvania
$14.3K -$293 -2 -2%
BL
907
BFSG LLC
California
$14.3K – – –
RFG
908
RFP Financial Group
Georgia
$14.3K – – –
KFS
909
Kelly Financial Services
Massachusetts
$14K +$1.61K +11 +13%
BEI
910
Benjamin Edwards Inc
Missouri
$14K – – –
APC
911
Aspire Private Capital
North Carolina
$13.9K -$5.43K -37 -28%
VAMG
912
Voisard Asset Management Group
Michigan
$13.7K – – –
ADL
913
Asset Dedication LLC
California
$13.5K – – –
AT
914
Avalon Trust
New Mexico
$13.5K – – –
CHA
915
Carmichael Hill & Associates
Maryland
$13.5K – – –
SIC
916
Salem Investment Counselors
North Carolina
$13.4K -$14.7K -100 -53%
MAM
917
Magellan Asset Management
Australia
$13.4K – – –
WIM
918
Westside Investment Management
California
$13.2K – – –
RWM
919
Raffa Wealth Management
District of Columbia
$12.6K – – –
MWM
920
Mascoma Wealth Management
New Hampshire
$12.5K – – –
FFA
921
Frazier Financial Advisors
Ohio
$12K – – –
KFI
922
Key Financial Inc
Pennsylvania
$11.9K +$587 +4 +5%
JFA
923
JNBA Financial Advisors
Minnesota
$11.4K – – –
SAG
924
Spotlight Asset Group
Illinois
$11.3K – – –
AWM
925
Abound Wealth Management
Tennessee
$11.1K -$4.84K -33 -31%
35 36
37
38 39