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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2701
Sanctuary Wealth Management
Idaho
$25.4K +$25.3K +683 New
FDCC
2702
Foster Dykema Cabot & Co
Massachusetts
$25K +$24.7K +668 New
SCA
2703
Stuart Chaussee & Associates
California
$23.8K – – –
GA
2704
GoalVest Advisory
New York
$23.3K +$17.6K +475 +313%
PIAS
2705
PCA Investment Advisory Services
Ohio
$22.5K +$22.4K +606 New
CWM
2706
Cranbrook Wealth Management
Michigan
$22.3K – – –
CWAF
2707
Core Wealth Advisors (Florida)
Florida
$22.1K -$171K -4,627 -89%
SHIM
2708
Stone House Investment Management
Pennsylvania
$21.6K +$370 +10 +2%
IUHSA
2709
Itau Unibanco Holding S.A.
Brazil
$21K +$1.26K +34 +6%
LG
2710
LAM Group
Oregon
$19.5K – – –
EWP
2711
Elevation Wealth Partners
California
$18.9K -$36.7K -991 -66%
CWM
2712
Compass Wealth Management
Connecticut
$16.6K – – –
GAG
2713
Goodman Advisory Group
Massachusetts
$16.2K – – –
TFA
2714
Toth Financial Advisory
Virginia
$15.7K -$61.8K -1,669 -80%
MBFW
2715
Morton Brown Family Wealth
Pennsylvania
$13.9K – – –
SIM
2716
Studio Investment Management
Illinois
$13.8K – – –
RDFA
2717
Ritter Daniher Financial Advisory
Ohio
$13.6K +$5.11K +138 +61%
HWM
2718
HighMark Wealth Management
Minnesota
$13.4K +$1.44K +39 +12%
EA
2719
Evolution Advisers
Virginia
$13K +$74 +2 +0.6%
IA
2720
IFS Advisors
Kansas
$12K – – –
NMG
2721
New Millennium Group
Utah
$11.7K -$5.26K -142 -31%
TWP
2722
TFO Wealth Partners
Ohio
$11.2K – – –
WTG
2723
West Tower Group
Virginia
$11.1K +$11K +298 New
MAM
2724
Marquette Asset Management
Minnesota
$10.4K – – –
AFIA
2725
America First Investment Advisors
Nebraska
$9.41K – – –
107 108
109
110 111