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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2476
Horizon Financial Services
North Carolina
$105K – – –
CMA
2477
Cedar Mountain Advisors
Oregon
$103K -$9.71K -92 -9%
PWA
2478
Phoenix Wealth Advisors
North Carolina
$102K +$6.33K +60 +7%
WR
2479
WD Rutherford
Oregon
$102K +$103K +975 New
TFM
2480
TFC Financial Management
Massachusetts
$101K +$528 +5 +0.5%
CT
2481
Clearstead Trust
Maine
$100K – – –
CPFP
2482
Clear Perspectives Financial Planning
Ohio
$99K +$99.4K +942 New
AP
2483
Arlington Partners
Alabama
$98K – – –
CYG
2484
Clean Yield Group
Vermont
$94K +$94.3K +893 New
LD
2485
Lipe & Dalton
New York
$93K – – –
PWP
2486
Personal Wealth Partners
Minnesota
$93K +$93.7K +888 New
TAM
2487
Tucker Asset Management
Colorado
$92.7K -$17.1K -162 -15%
HWM
2488
HighMark Wealth Management
Minnesota
$90K -$1.16K -11 -1%
Q
2489
QVR
California
$89K +$89.8K +851 New
TCM
2490
TD Capital Management
Tennessee
$88K -$16.3K -154 -16%
TI
2491
tru Independence
Oregon
$87K +$87.6K +830 New
TFIPS
2492
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.4K – – –
PP
2493
PrairieView Partners
Minnesota
$83K – – –
MWA
2494
Moser Wealth Advisors
Washington
$80K -$528 -5 -0.6%
PGWM
2495
Parisi Gray Wealth Management
New Jersey
$80K +$80.1K +759 New
IRAG
2496
Investment Research & Advisory Group
Georgia
$79K +$5.7K +54 +8%
LWA
2497
Lowe Wealth Advisors
Maryland
$77K – – –
PGAM
2498
Princeton Global Asset Management
New Jersey
$76K +$77.1K +730 New
SFPG
2499
Stonebridge Financial Planning Group
Florida
$73K -$52.8K -500 -42%
FPFS
2500
First Personal Financial Services
North Carolina
$73K -$8.34K -79 -10%
98 99
100
101 102