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Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
5076
Kropog Financial Group
Louisiana
$1.17M +$1.1M +4,676 New
PWM
5077
Partnership Wealth Management
Maryland
$1.17M -$46.9K -199 -4%
TDWM
5078
Topel & Distasi Wealth Management
California
$1.17M – – –
GOCP
5079
Great Oak Capital Partners
Massachusetts
$1.17M +$1.65K +7 +0.1%
PCM
5080
Perkins Capital Management
Minnesota
$1.16M – – –
FF
5081
Friedenthal Financial
New Jersey
$1.16M +$959K +4,070 +704%
EFN
5082
Equita Financial Network
Pennsylvania
$1.16M +$90.3K +383 +9%
FFW
5083
Fusion Family Wealth
New York
$1.16M +$67.4K +286 +7%
PAW
5084
Plan A Wealth
Nebraska
$1.16M +$1.09M +4,618 New
LODC
5085
Lanham O'Dell & Company
West Virginia
$1.16M -$48.1K -204 -4%
TCFP
5086
Treasure Coast Financial Planning
Florida
$1.15M +$5.42K +23 +0.5%
SFP
5087
SwitchPoint Financial Planning
Utah
$1.15M +$1.09M +4,607 New
EWM
5088
Endowment Wealth Management
Wisconsin
$1.15M +$7.31K +31 +0.7%
CP
5089
Camelot Portfolios
Ohio
$1.15M -$62.2K -264 -5%
HC
5090
Hurley Capital
New York
$1.15M +$1.09M +4,638 New
JHP
5091
James Hambro & Partners
United Kingdom
$1.15M -$102K -433 -9%
MWM
5092
McMill Wealth Management
Nebraska
$1.14M +$1.08M +4,571 New
VBA
5093
von Borstel & Associates
Oregon
$1.14M +$66.5K +282 +7%
AA
5094
AJ Advisors
Tennessee
$1.14M +$471 +2 +0%
LFASL
5095
Lugano Financial Advisors SA (LFA)
Switzerland
$1.14M +$37.7K +160 +4%
VPI
5096
Value Partners Investments
Manitoba, Canada
$1.14M +$58.2K +247 +6%
LIA
5097
Luken Investment Analytics
Tennessee
$1.13M – – –
WWA
5098
Wealth Watch Advisors
Colorado
$1.13M +$1.13M +4,783 New
BWM
5099
Boyd Wealth Management
California
$1.13M +$8.72K +37 +0.8%
CMMS
5100
Comprehensive Money Management Services
Florida
$1.13M +$1.06M +4,494 New
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