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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2801
Plotkin Financial Advisors
Maryland
$4.52M +$25.4K +168 +0.5%
NIA
2802
NIA Impact Advisors
California
$4.52M -$112K -741 -2%
RDFA
2803
Ritter Daniher Financial Advisory
Ohio
$4.51M -$197K -1,298 -4%
NED
2804
Nancy E. Dempze
$4.51M -$990K -6,540 -17%
EFL
2805
ERn Financial LLC
Wisconsin
$4.51M +$1.01M +6,681 +25%
CWM
2806
Cherrydale Wealth Management
New Jersey
$4.5M -$38.2K -252 -0.8%
CAL
2807
Capital Advisors Ltd
Ohio
$4.5M +$15.3K +101 +0.3%
EA
2808
Ellsworth Advisors
Ohio
$4.5M -$42.7K -282 -0.8%
SAM
2809
Strategy Asset Managers
California
$4.5M -$4.42M -29,168 -47%
NFG
2810
Norris Financial Group
South Carolina
$4.49M -$565K -3,734 -10%
HI
2811
Hudock Inc
Pennsylvania
$4.49M -$185K -1,221 -4%
FB
2812
First Bancorp
Maine
$4.49M -$615K -4,063 -11%
SFG
2813
Sather Financial Group
Texas
$4.47M +$13.9K +92 +0.3%
SMA
2814
Sage Mountain Advisors
Georgia
$4.47M -$274K -1,810 -5%
DCM
2815
DGS Capital Management
New Jersey
$4.47M -$90.6K -598 -2%
TFA
2816
Trinity Financial Advisors
Ohio
$4.47M +$302K +1,991 +6%
TMWM
2817
Taylor & Morgan Wealth Management
Michigan
$4.46M +$270K +1,780 +6%
SPP
2818
Single Point Partners
Massachusetts
$4.45M +$1.63M +10,778 +50%
SHA
2819
Seneca House Advisors
Virginia
$4.44M +$15.4K +102 +0.3%
HI
2820
Harper Investing
California
$4.44M +$404K +2,668 +9%
BIM
2821
Barton Investment Management
Pennsylvania
$4.44M – – –
CCA
2822
Column Capital Advisors
Indiana
$4.44M +$15.4K +102 +0.3%
PCI
2823
Planning Center Inc
Illinois
$4.43M +$489K +3,232 +12%
MAG
2824
Mayfair Advisory Group
Alabama
$4.43M -$920K -6,076 -18%
JSMC
2825
Jess S. Morgan & Co
California
$4.43M -$101K -667 -2%
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