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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1351
Center for Financial Planning
Michigan
$5.42K +$5.46K +156 New
CSWM
1352
Cassady Schiller Wealth Management
Ohio
$5.35K +$5.39K +154 New
DPW
1353
DiNuzzo Private Wealth
Pennsylvania
$5.07K +$210 +6 +4%
WWP
1354
WR Wealth Planners
Missouri
$5.07K +$1.05K +30 +26%
CWP
1355
Concord Wealth Partners
Virginia
$5K – – –
NCM
1356
Northwest Capital Management
Oregon
$4.72K – – –
JGIA
1357
Jackson Grant Investment Advisers
Connecticut
$4.45K – – –
WIM
1358
Westside Investment Management
California
$4.17K – – –
ECM
1359
Estabrook Capital Management
New York
$4.17K +$700 +20 +20%
BA
1360
Bellwether Advisors
Nebraska
$4.17K +$4.2K +120 New
HGERS
1361
Householder Group Estate & Retirement Specialist
Arizona
$4K -$67.6K -1,930 -94%
GA
1362
GoalVest Advisory
New York
$3.75K +$3.78K +108 New
SIC
1363
SJS Investment Consulting
Ohio
$3.61K -$1.68K -48 -32%
NRG
1364
Nemes Rush Group
Michigan
$3.61K +$3.64K +104 New
WCM
1365
WealthTrak Capital Management
Virginia
$3.47K +$3.5K +100 New
NSIM
1366
North Star Investment Management
Illinois
$3.33K – – –
FWM
1367
FLP Wealth Management
Arkansas
$3.33K +$3.36K +96 New
TC
1368
Truvestments Capital
Florida
$2.99K +$3.01K +86 New
BC
1369
Barrett & Company
Rhode Island
$2.92K +$2.94K +84 New
AA
1370
Addison Advisors
Vermont
$2.71K +$2.73K +78 New
FLP
1371
Financial Life Planners
Arizona
$2.52K +$2.52K +72 New
SIS
1372
Sound Income Strategies
Florida
$2.5K -$2.24K -64 -47%
PS
1373
PayPay Securities
Japan
$2.5K +$2.52K +72 New
MLA
1374
MB, Levis & Associates
Pennsylvania
$2.43K +$2.45K +70 New
HWA
1375
HHM Wealth Advisors
Tennessee
$2.36K +$2.38K +68 New
53 54
55
56 57