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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1076
Carolinas Wealth Consulting
North Carolina
$1.53K +$1.7K +62 New
RTL
1077
Red Tortoise LLC
Georgia
$1.53K +$1.7K +62 New
FFC
1078
First Financial Corp
Indiana
$1.46K – – –
KFS
1079
Kelly Financial Services
Massachusetts
$1.33K – – –
AWM
1080
AllSquare Wealth Management
New York
$1.24K – – –
GJIA
1081
Glass Jacobson Investment Advisors
Maryland
$1.24K +$1.37K +50 New
EE
1082
EWG Elevate
California
$1.14K +$1.26K +46 New
SC
1083
Schubert & Co
Texas
$1.11K -$1.29K -47 -51%
CHA
1084
Carmichael Hill & Associates
Maryland
$1.06K – – –
BAM
1085
Baldrige Asset Management
Pennsylvania
$1K – – –
CSB
1086
City State Bank
Iowa
$1K – – –
TFA
1087
Transamerica Financial Advisors
Florida
$1K +$137 +5 New
RG
1088
Retirement Group
California
$1K +$465 +17 +89%
SIC
1089
SJS Investment Consulting
Ohio
$841 +$219 +8 +31%
TCWA
1090
Ten Capital Wealth Advisors
Washington
$841 +$930 +34 New
HS
1091
Horan Securities
United States
$789 – – –
IAA
1092
Independent Advisor Alliance
North Carolina
$772 +$13.3K +485 +2%
ARS
1093
Adirondack Retirement Specialists
New York
$742 – – –
CWM
1094
Cranbrook Wealth Management
Michigan
$668 – – –
SC
1095
Stephens Consulting
Michigan
$618 – – –
DI
1096
Disciplined Investments
Oklahoma
$544 -$8.7K -318 -94%
RDFA
1097
Ritter Daniher Financial Advisory
Ohio
$544 +$602 +22 New
JFA
1098
JNBA Financial Advisors
Minnesota
$495 -$2.74K -100 -83%
DWA
1099
Delos Wealth Advisors
Texas
$495 – – –
MAWCM
1100
Mine & Arao Wealth Creation & Management
California
$495 – – –
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