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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
4151
Twelve Points Wealth Management
Massachusetts
$855K +$37K +251 +5%
CC
4152
Corton Capital
Ontario, Canada
$852K +$100K +678 +15%
PMEF
4153
Point72 Middle East FZE
United Arab Emirates
$846K +$757K +5,133 New
CPC
4154
Cookson Peirce & Co
Pennsylvania
$846K -$1.72M -11,624 -69%
SFP
4155
Strategic Financial Partners
Oregon
$839K +$148 +1 +0%
PWA
4156
Pillar Wealth Advisors
Pennsylvania
$837K +$65.7K +445 +10%
FFIC
4157
First Fiduciary Investment Counsel
Ohio
$837K +$97.8K +663 +15%
SCM
4158
Stordahl Capital Management
Colorado
$832K +$47.5K +322 +7%
CPA
4159
Cowen Prime Advisors
New York
$832K +$18.3K +124 +3%
LG
4160
Lane Generational
Massachusetts
$832K – – –
LAM
4161
LifePro Asset Management
California
$824K – – –
SLA
4162
Silver Lake Advisory
Utah
$822K +$736K +4,987 New
C
4163
Covestor
United Kingdom
$822K -$152K -1,028 -17%
SC
4164
Schiavi & Co
Delaware
$821K -$3.69K -25 -0.5%
WWM
4165
Wiser Wealth Management
Georgia
$816K +$14.2K +96 +2%
FWM
4166
FFT Wealth Management
Pennsylvania
$814K +$37.8K +256 +5%
TWA
4167
Tandem Wealth Advisors
Arizona
$812K -$212K -1,440 -23%
DB
4168
Dravo Bay
Delaware
$811K -$3.69K -25 -0.5%
JC
4169
Jentner Corp
Ohio
$810K -$26K -176 -3%
RFS
4170
Retirement Financial Solutions
Tennessee
$810K +$323K +2,190 +80%
CCP
4171
Cassia Capital Partners
North Carolina
$809K -$14.8K -100 -2%
BFP
4172
Beacon Financial Planning
Massachusetts
$808K +$19.6K +133 +3%
UI
4173
Unconventional Investor
New Hampshire
$807K -$13.7K -93 -2%
SWM
4174
Seaside Wealth Management
California
$803K +$148 +1 +0%
SSC
4175
Syverson Strege & Co
Iowa
$801K +$13.7K +93 +2%
165 166
167
168 169