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Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
1701
Consolidated Portfolio Review Corp
New York
$311K +$5.86K +31 +2%
FWI
1702
Facet Wealth Inc
Maryland
$310K +$264K +1,399 New
WP
1703
WealthPLAN Partners
Nebraska
$310K -$57K -302 -17%
W
1704
WealthCollab
Washington
$309K – – –
HTC
1705
Haverford Trust Company
Pennsylvania
$308K -$94.6K -501 -25%
AGP
1706
Autumn Glory Partners
Texas
$308K +$278K +1,470 New
PCM
1707
Presidio Capital Management
California
$307K – – –
MA
1708
MJP Associates
Connecticut
$307K +$277K +1,467 New
PAM
1709
Palisade Asset Management
Minnesota
$307K – – –
MWAM
1710
Manhattan West Asset Management
California
$307K +$5.29K +28 +2%
EFL
1711
ERn Financial LLC
Wisconsin
$307K +$2.08K +11 +0.8%
CNWM
1712
Clay Northam Wealth Management
California
$306K -$2.27K -12 -0.8%
CAG
1713
Csenge Advisory Group
Florida
$306K +$21.3K +113 +8%
POIA
1714
Pin Oak Investment Advisors
Texas
$306K -$60.3K -319 -15%
ST
1715
Spinnaker Trust
Maine
$306K – – –
SIM
1716
SSI Investment Management
California
$305K -$104K -551 -27%
AA
1717
ACT Advisors
North Carolina
$305K +$12.1K +64 +5%
PD
1718
Planning Directions
Pennsylvania
$305K – – –
ACG
1719
Allen Capital Group
Nebraska
$305K +$275K +1,455 New
OWA
1720
Opal Wealth Advisors
New York
$305K +$16.1K +85 +6%
TCG
1721
Transcendent Capital Group
Oklahoma
$304K +$274K +1,451 New
FFS
1722
Founders Financial Securities
Maryland
$304K -$5.29K -28 -2%
GPW
1723
Genesis Private Wealth
Virginia
$304K +$15.5K +82 +6%
PAM
1724
PCG Asset Management
New Jersey
$303K -$22.7K -120 -8%
RFA
1725
RTD Financial Advisors
Pennsylvania
$302K – – –
67 68
69
70 71