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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
4226
CGC Financial Services
Oregon
$42.7K – – –
CWM
4227
CarsonAllaria Wealth Management
Illinois
$42.6K – – –
CMA
4228
Cedar Mountain Advisors
Oregon
$41.1K -$6.92K -23 -15%
SIP
4229
Sellwood Investment Partners
Oregon
$40.8K +$38.8K +129 New
CFG
4230
CKW Financial Group
Hawaii
$40K – – –
EIM
4231
Essex Investment Management
Massachusetts
$37K – – –
NA
4232
Nordwand Advisors
Pennsylvania
$36.3K – – –
FIA
4233
FPC Investment Advisory
California
$35.9K +$25K +83 +377%
AAG
4234
Accordant Advisory Group
Maryland
$35.7K – – –
OSNBOA
4235
Old Second National Bank of Aurora
Illinois
$35.4K – – –
NC
4236
NewSquare Capital
Pennsylvania
$35.1K +$33.4K +111 New
CWM
4237
Consultiva Wealth Management
Puerto Rico
$34.8K +$33.1K +110 New
CIAS
4238
CBIZ Investment Advisory Services
Ohio
$34.5K +$2.71K +9 +9%
CPA
4239
Compass Planning Associates
Massachusetts
$32.4K +$31K +103 New
MA
4240
Modus Advisors
Minnesota
$31.9K +$30.4K +101 New
SWP
4241
SIMA Wealth Partners
Virginia
$31.6K – – –
PIS
4242
POM Investment Strategies
North Carolina
$31K +$9.62K +32 +48%
PP
4243
PFS Partners
New Jersey
$30.8K +$301 +1 +1%
GIS
4244
Grayhawk Investment Strategies
Alberta, Canada
$27.5K – – –
ACM
4245
Anfield Capital Management
California
$26.5K -$5.41K -18 -18%
BCPWM
4246
Bradley & Co Private Wealth Management
Florida
$26.5K +$25.3K +84 New
FG
4247
Fairman Group
Pennsylvania
$26.5K – – –
AS
4248
Altshuler Shaham
Israel
$26.2K -$1.8K -6 -7%
DRP
4249
Decker Retirement Planning
Utah
$25.6K +$24.4K +81 New
CWA
4250
Carolina Wealth Advisors
South Carolina
$22.4K -$96.2K -320 -82%
168 169
170
171 172