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Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
4001
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.01M +$1.11M +7,755 New
VC
4002
Veery Capital
Delaware
$1M -$15.4K -108 -1%
PIFP
4003
Partners in Financial Planning
Virginia
$1M +$14.4K +101 +1%
TDC
4004
Thompson Davis & Co
Virginia
$1,000K -$770K -5,391 -41%
NF
4005
Norwood Financial
Pennsylvania
$997K +$25K +175 +2%
PIC
4006
Portland Investment Counsel
Ontario, Canada
$997K – – –
AFA
4007
AllGen Financial Advisors
Florida
$995K -$233K -1,632 -18%
PWA
4008
PCG Wealth Advisors
Kansas
$994K -$1.11M -7,752 -50%
KFA
4009
Krane Funds Advisors
New York
$994K -$129K -904 -11%
IWP
4010
Innova Wealth Partners
Pennsylvania
$994K -$236K -1,650 -18%
CRI
4011
Commonwealth Retirement Investments
Virginia
$992K +$1.09M +7,631 New
SHIM
4012
Stone House Investment Management
Pennsylvania
$990K -$24.9K -174 -2%
AWAU
4013
Alliance Wealth Advisors (Utah)
Utah
$990K +$1.09M +7,620 New
DLHL
4014
Donald L. Hagan LLC
Florida
$990K +$30K +210 +3%
TFG
4015
Tilson Financial Group
New Jersey
$989K +$1.09M +7,610 New
SPWG
4016
Sage Private Wealth Group
Illinois
$989K -$503K -3,522 -32%
KDA
4017
Kraft Davis & Associates
Missouri
$988K +$919K +6,430 New
EPWM
4018
Essex Private Wealth Management
Massachusetts
$985K -$8.57K -60 -0.8%
PPWM
4019
PFG Private Wealth Management
Florida
$984K +$77.3K +541 +8%
CAG
4020
Compass Advisory Group
New York
$979K -$198K -1,384 -16%
HPCM
4021
Hunter Perkins Capital Management
Illinois
$979K -$28.6K -200 -3%
CFP
4022
Cypress Financial Planning
New Jersey
$976K +$38.4K +269 +4%
AA
4023
ACT Advisors
North Carolina
$975K +$57.7K +404 +6%
CCA
4024
Conestoga Capital Advisors
Pennsylvania
$973K -$116K -810 -10%
AIA
4025
Angeles Investment Advisors
California
$972K +$1.07M +7,481 New
159 160
161
162 163