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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3176
HHM Wealth Advisors
Tennessee
$123K -$75K -430 -39%
MIM
3177
Macroview Investment Management
Maryland
$122K -$11.2K -64 -9%
CCM
3178
Cribstone Capital Management
Maine
$116K -$71.7K -411 -39%
MPCL
3179
My Personal CFO LLC
Washington
$116K +$113K +646 New
RA
3180
Rise Advisors
New York
$114K -$873 -5 -0.8%
MFT
3181
Moisand Fitzgerald Tamayo
Florida
$113K +$3.67K +21 +3%
FIM
3182
FWL Investment Management
Texas
$112K +$109K +626 New
HB
3183
Horizon Bancorp
Indiana
$110K +$107K +612 New
MSFP
3184
Mark Sheptoff Financial Planning
Connecticut
$108K – – –
CMP
3185
Coston McIsaac & Partners
Maine
$106K -$82.4K -472 -44%
AWM
3186
Abound Wealth Management
Tennessee
$101K +$7.68K +44 +9%
RWM
3187
Ruedi Wealth Management
Illinois
$98.2K +$95.5K +547 New
FA
3188
Fortis Advisors
Pennsylvania
$97.3K +$93.7K +537 +10,740%
RWM
3189
Raffa Wealth Management
District of Columbia
$96.7K +$349 +2 +0.4%
DWA
3190
Delos Wealth Advisors
Texas
$96.4K – – –
LD
3191
Lipe & Dalton
New York
$96K – – –
LFA
3192
Level Financial Advisors
New York
$95K – – –
WA
3193
WestEnd Advisors
North Carolina
$94.8K -$343K -1,966 -79%
SC
3194
Stephens Consulting
Michigan
$93K -$22K -126 -20%
SFA
3195
Semmax Financial Advisors
North Carolina
$91K – – –
GAG
3196
Goodman Advisory Group
Massachusetts
$90K – – –
FWA
3197
FSC Wealth Advisors
New York
$89.7K +$87.3K +500 New
CIA
3198
Capital Impact Advisors
Massachusetts
$84K +$43.8K +251 +116%
CPFP
3199
Clear Perspectives Financial Planning
Ohio
$82K -$2.09K -12 -3%
TCM
3200
Tradewinds Capital Management
Washington
$80.6K +$9.6K +55 +14%
126 127
128
129 130