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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2951
Hartford Financial Management
Connecticut
$130K – – –
CCC
2952
Chelsea Counsel Company
California
$129K -$3.09K -62 -2%
PCFFS
2953
Pacific Center for Financial Services
California
$128K -$133K -2,673 -51%
SA
2954
SRH Advisors
Kansas
$124K +$4.34K +87 +4%
FCMT
2955
Founders Capital Management (Texas)
Texas
$122K -$15.2K -304 -11%
HF
2956
Halpern Financial
Virginia
$121K – – –
FC
2957
Family CFO
California
$121K – – –
SWM
2958
Sugarloaf Wealth Management
Georgia
$120K +$100 +2 +0.1%
CA
2959
Centerpoint Advisors
Massachusetts
$120K -$17.8K -356 -13%
BIA
2960
Bell Investment Advisors
California
$116K +$14.3K +287 +14%
BBPWM
2961
Blue Bell Private Wealth Management
Pennsylvania
$115K -$3.14K -63 -3%
RP
2962
Rowlandmiller & Partners
Georgia
$114K +$114K +2,279 New
WAM
2963
WFA Asset Management
Wisconsin
$111K +$798 +16 +0.7%
DWA
2964
Dougherty Wealth Advisers
Minnesota
$108K – – –
WWP
2965
WR Wealth Planners
Missouri
$107K +$107K +2,146 New
W
2966
WealthCollab
Washington
$106K -$848 -17 -0.8%
AIM
2967
Arcadia Investment Management
Michigan
$105K +$34.2K +685 +48%
PIM
2968
Platinum Investment Management
Australia
$104K +$14.6K +293 +16%
FRA
2969
Front Row Advisors
California
$102K +$71.9K +1,441 +235%
PP
2970
Paloma Partners
Connecticut
$101K +$101K +2,029 New
NECFA
2971
New England Capital Financial Advisors
Connecticut
$101K -$12.4K -249 -11%
CFG
2972
CKW Financial Group
Hawaii
$98K +$100 +2 +0.1%
YDMI
2973
Y.D. More Investments
Israel
$97.8K -$11.5K -230 -10%
BFP
2974
Briaud Financial Planning
Texas
$95K +$94.8K +1,900 New
GCM
2975
Gables Capital Management
Florida
$94.8K -$9.98K -200 -10%
117 118
119
120 121