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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2851
Destiny Wealth Partners
Florida
$182K – – –
SC
2852
Stephens Consulting
Michigan
$182K +$164K +2,870 New
PCFFS
2853
Pacific Center for Financial Services
California
$180K – – –
TFM
2854
TFC Financial Management
Massachusetts
$178K +$229 +4 +0.1%
VC
2855
Vestor Capital
Illinois
$176K -$12.3K -216 -7%
CWC
2856
Carolinas Wealth Consulting
North Carolina
$173K -$4.51K -79 -3%
TF
2857
TimeScale Financial
Massachusetts
$172K -$3.14K -55 -2%
CFG
2858
CKW Financial Group
Hawaii
$170K – – –
JIR
2859
James Investment Research
Ohio
$168K – – –
SC
2860
Schubert & Co
Texas
$166K +$149K +2,616 New
RA
2861
Rise Advisors
New York
$163K +$147K +2,566 New
SC
2862
Solstein Capital
California
$161K – – –
LFG
2863
Larson Financial Group
Missouri
$161K +$6.46K +113 +5%
LAS
2864
Lloyd Advisory Services
Georgia
$159K -$69.6K -1,219 -33%
NR
2865
Newfound Research
Massachusetts
$159K +$64K +1,121 +80%
AIP
2866
Ahrens Investment Partners
Louisiana
$156K +$141K +2,468 New
FC
2867
Family CFO
California
$155K +$140K +2,453 New
MFA
2868
McClarren Financial Advisors
Pennsylvania
$149K +$112K +1,956 +494%
SJIA
2869
St. James Investment Advisors
New York
$149K +$134K +2,350 New
HFM
2870
Hartford Financial Management
Connecticut
$144K -$2.86K -50 -2%
FPWM
2871
FSB Premier Wealth Management
Iowa
$143K +$129K +2,260 New
CC
2872
Corsicana & Co
Texas
$140K – – –
FMTCOCP
2873
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K +$15K +262 +14%
DWA
2874
Dougherty Wealth Advisers
Minnesota
$136K – – –
HIM
2875
Hillsdale Investment Management
Ontario, Canada
$135K -$63.7K -1,115 -34%
113 114
115
116 117