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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2401
Hartford Financial Management
Connecticut
$65.2K – – –
DF
2402
DecisionPoint Financial
Arizona
$64.4K +$71.5K +409 New
RFS
2403
Richardson Financial Services
Massachusetts
$64.1K +$62.1K +355 New
SIMG
2404
Stephens Investment Management Group
Texas
$63.9K +$38.1K +218 +160%
OAJ
2405
Ogorek Anthony Joseph
New York
$63K – – –
IFAM
2406
Institutional & Family Asset Management
Colorado
$62.5K +$2.97K +17 +5%
EC
2407
EntryPoint Capital
New York
$61.7K +$26.9K +154 +82%
PO
2408
Private Ocean
California
$61K – – –
KFS
2409
Kelly Financial Services
Massachusetts
$60.5K +$1.75K +10 +3%
CWM
2410
Compass Wealth Management
Connecticut
$60.5K -$1.75K -10 -3%
RA
2411
RiverPark Advisors
New York
$60.5K +$58.6K +335 New
AP
2412
Aspect Partners
Virginia
$59.9K +$524 +3 +0.9%
ITIM
2413
Indiana Trust & Investment Management
Indiana
$59.7K +$5.42K +31 +10%
WCM
2414
Westend Capital Management
California
$59.6K +$57.7K +330 New
FFC
2415
First Financial Corp
Indiana
$59.6K -$104K -597 -64%
AWM
2416
Atticus Wealth Management
Florida
$57.9K -$43.7K -250 -44%
QL
2417
Quarry LP
New York
$56K +$47.4K +271 +695%
FSWA
2418
Financial Synergies Wealth Advisors
Texas
$55.4K -$16.3K -93 -23%
PP
2419
PrairieView Partners
Minnesota
$55K – – –
AA
2420
Addison Advisors
Vermont
$53.4K +$15K +86 +41%
FCMT
2421
Founders Capital Management (Texas)
Texas
$53.1K – – –
RFG
2422
RFP Financial Group
Georgia
$52.8K +$21.3K +122 +72%
JFA
2423
JNBA Financial Advisors
Minnesota
$52.5K -$24.3K -139 -32%
SA
2424
Scarborough Advisors
Maryland
$52.2K +$524 +3 +1%
W
2425
WealthCollab
Washington
$52K – – –
95 96
97
98 99