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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1226
Armstrong Advisory Group
Massachusetts
$45.6K – – –
AA
1227
Addison Advisors
Vermont
$45.4K -$229K -1,480 -84%
TWD
1228
True Wealth Design
Ohio
$44.4K +$16.4K +106 +62%
KB
1229
Kimelman & Baird
New York
$44.1K – – –
NECFA
1230
New England Capital Financial Advisors
Connecticut
$43.9K +$155 +1 +0.4%
SGK
1231
Steigerwald Gordon & Koch
Virginia
$43.8K – – –
HIC
1232
Hamrick Investment Counsel
Washington
$42K +$155 +1 +0.4%
BHWM
1233
Beaird Harris Wealth Management
Texas
$41.8K – – –
JFA
1234
JNBA Financial Advisors
Minnesota
$40.3K -$1.24K -8 -3%
GKIM
1235
GW&K Investment Management
Massachusetts
$40K +$9.91K +64 +34%
GPFA
1236
Game Plan Financial Advisors
Ohio
$40K – – –
PCA
1237
Providence Capital Advisors
North Carolina
$40K +$38.7K +250 New
HHGA
1238
Halbert Hargrove Global Advisors
California
$39.4K +$155 +1 +0.4%
FMP
1239
Financial Management Professionals
Texas
$39.3K +$24.8K +160 +186%
NL
1240
NVWM LLC
Pennsylvania
$39K – – –
UFF
1241
USA Financial Formulas
Michigan
$39K +$37.2K +240 +6,000%
FGC
1242
Financial Gravity Companies
Texas
$38.4K +$37.2K +240 New
HWM
1243
HighMark Wealth Management
Minnesota
$38.3K – – –
S
1244
Sachetta
Massachusetts
$37.8K +$1.24K +8 +4%
EWP
1245
Elevation Wealth Partners
California
$36.3K +$10.8K +70 +45%
CB
1246
CNB Bank
Pennsylvania
$35.8K – – –
DPW
1247
DiNuzzo Private Wealth
Pennsylvania
$35.5K – – –
SWA
1248
SOA Wealth Advisors
New York
$35.1K -$14.2K -92 -29%
DF
1249
Downshift Financial
Colorado
$33.9K +$32.8K +212 New
WPA
1250
West Paces Advisors
Georgia
$33.6K +$32.5K +210 New
48 49
50
51 52