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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
4076
Financial Connections Group
California
$174K -$87K -900 -35%
VF
4077
VitalStone Financial
Texas
$167K -$107K -1,110 -96%
CWAF
4078
Core Wealth Advisors (Florida)
Florida
$165K -$3.87K -40 -2%
VFIC
4079
Valley Forge Investment Consultants
Pennsylvania
$161K +$151K +1,560 New
NA
4080
Nordwand Advisors
Pennsylvania
$159K +$149K +1,540 New
ARS
4081
Adirondack Retirement Specialists
New York
$159K +$19.3K +200 +15%
WAM
4082
Worth Asset Management
Texas
$152K +$3K +31 +2%
MFT
4083
Moisand Fitzgerald Tamayo
Florida
$150K -$191K -1,977 -58%
SAM
4084
Sycomore Asset Management
France
$147K +$87K +900 +150%
VFA
4085
Values First Advisors
Tennessee
$147K +$137K +1,419 New
CAM
4086
Costello Asset Management
Pennsylvania
$146K -$20.3K -210 -13%
UID
4087
Union Investments & Development
Israel
$134K – – –
NOI
4088
Newton One Investments
Delaware
$132K – – –
LWA
4089
Lowe Wealth Advisors
Maryland
$124K -$6.76K -70 -5%
LSA
4090
Lansing Street Advisors
Pennsylvania
$124K +$19.3K +200 +20%
RDIA
4091
RE Dickinson Investment Advisors
Iowa
$123K +$9.37K +97 +9%
DI
4092
Disciplined Investments
Oklahoma
$120K +$61.5K +637 +121%
TAIM
4093
TD Ameritrade Investment Management
Nebraska
$118K -$120K -1,245 -52%
TWD
4094
True Wealth Design
Ohio
$115K +$50.3K +521 +88%
DF
4095
DecisionPoint Financial
Arizona
$114K -$580 -6 -0.5%
KM
4096
Kalos Management
Georgia
$105K +$98.6K +1,021 New
HB
4097
Horizon Bancorp
Indiana
$105K +$75.5K +781 +325%
BHWM
4098
Bay Harbor Wealth Management
Maryland
$101K +$290 +3 +0.3%
BCFD
4099
Boit C.F. David
$98K +$9.66K +100 +12%
CMA
4100
Cedar Mountain Advisors
Oregon
$97.6K +$4.15K +43 +5%
162 163
164
165 166