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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2201
DV Equities
Illinois
$204K +$199K +584 New
GFG
2202
Greenberg Financial Group
Arizona
$203K +$198K +581 New
CCG
2203
Ceeto Capital Group
Florida
$203K -$340K -1,000 -63%
MWP
2204
Madison Wealth Partners
Wisconsin
$203K +$197K +579 New
SHFA
2205
SS&H Financial Advisors
Michigan
$202K – – –
GOCP
2206
Great Oak Capital Partners
Massachusetts
$202K +$206K +606 New
CC
2207
Cornerstone Capital
California
$202K – – –
LWA
2208
Lantern Wealth Advisors
New York
$202K +$196K +577 New
EM
2209
Excalibur Management
Massachusetts
$201K +$2.72K +8 +1%
CFP
2210
Cascade Financial Partners
California
$201K -$1.02K -3 -0.5%
MA
2211
MCF Advisors
Kentucky
$201K +$136K +400 +230%
FOA
2212
Five Oceans Advisors
California
$201K -$19.7K -58 -9%
CMP
2213
Coston McIsaac & Partners
Maine
$200K +$11.2K +33 +6%
RFS
2214
Richardson Financial Services
Massachusetts
$200K -$397K -1,166 -67%
CH
2215
Cromwell Holdings
Wyoming
$200K -$258K -758 -57%
CFS
2216
CGC Financial Services
Oregon
$198K – – –
SEP
2217
Signature Equity Partners
Ohio
$198K +$193K +567 New
MCP
2218
Miller Capital Partners
Michigan
$194K +$188K +553 New
BSB
2219
Bangor Savings Bank
Maine
$192K -$9.86K -29 -5%
PAM
2220
Paradigm Asset Management
New York
$192K – – –
NMG
2221
New Millennium Group
Utah
$189K -$1.7K -5 -0.9%
CAM
2222
Costello Asset Management
Pennsylvania
$189K +$16K +47 +10%
QWM
2223
Quaker Wealth Management
New Jersey
$188K +$340 +1 +0.2%
PAG
2224
Paladin Advisory Group
Iowa
$187K – – –
MDA
2225
Minot DeBlois Advisors
Massachusetts
$187K +$180K +528 +10,560%
87 88
89
90 91