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Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
4051
Donalies Financial Planning
District of Columbia
$4.47M -$156K -545 -3%
CNB
4052
Camden National Bank
Maine
$4.47M +$217K +759 +5%
MRP
4053
Measured Risk Portfolios
California
$4.47M +$296K +1,034 +7%
TW
4054
Towerpoint Wealth
California
$4.46M +$291K +1,019 +7%
JWM
4055
Jackson Wealth Management
Florida
$4.46M -$53.7M -187,864 -92%
PCMNC
4056
Piedmont Capital Management (North Carolina)
North Carolina
$4.46M +$10.9K +38 +0.2%
MPAM
4057
Murphy Pohlad Asset Management
Minnesota
$4.45M -$28.6K -100 -0.6%
AGC
4058
August Group Capital
$4.44M -$154K -538 -3%
HKIMG
4059
Hutchens & Kramer Investment Management Group
Indiana
$4.44M +$371K +1,296 +9%
LIA
4060
LifePlan Investment Advisors
North Carolina
$4.44M +$145K +508 +3%
BWA
4061
Boulder Wealth Advisors
Colorado
$4.43M -$568K -1,987 -11%
UCB
4062
United Community Bank
South Carolina
$4.43M -$107K -375 -2%
SRS
4063
Strong Retirement Solutions
Washington
$4.43M +$322K +1,125 +8%
GAM
4064
GEM Asset Management
Michigan
$4.43M -$1.61M -5,646 -27%
NIA
4065
NBZ Investment Advisors
Tennessee
$4.42M +$631K +2,206 +17%
SCA
4066
Strathmore Capital Advisors
North Carolina
$4.42M -$193K -673 -5%
BFA
4067
Brendel Financial Advisors
New Hampshire
$4.41M +$127K +445 +3%
GPA
4068
Guerra Pan Advisors
New Jersey
$4.41M -$505K -1,767 -10%
DFA
4069
DHJJ Financial Advisors
Illinois
$4.41M -$7.15K -25 -0.2%
CFG
4070
Capital Financial Group
Colorado
$4.4M -$1.07M -3,749 -20%
RFS
4071
RM Financial Services
Maine
$4.4M -$71.5K -250 -2%
TWPM
4072
Total Wealth Planning & Management
Florida
$4.39M +$41.5K +145 +1%
HA
4073
Helium Advisors
Washington
$4.39M -$130K -454 -3%
BF
4074
Brogan Financial
Tennessee
$4.38M -$101K -353 -2%
CFGSD
4075
Compass Financial Group (South Dakota)
South Dakota
$4.38M -$142K -497 -3%
161 162
163
164 165