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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
3251
Boothbay Fund Management
New York
$262K -$149K -1,058 -37%
LPP
3252
Life Planning Partners
Florida
$262K +$47.5K +337 +23%
LFP
3253
Lakeshore Financial Planning
Michigan
$262K -$17.6K -125 -6%
S
3254
SimplyRich
California
$262K – – –
MWS
3255
MFA Wealth Services
California
$262K -$29K -206 -10%
TW
3256
Towerpoint Wealth
California
$261K +$257K +1,825 New
PFA
3257
Pathway Financial Advisors
Vermont
$261K -$15.2K -108 -6%
KIC
3258
Kensington Investment Counsel
California
$261K +$1.83K +13 +0.7%
AWC
3259
Adamsbrown Wealth Consultants
Kansas
$261K -$4.79K -34 -2%
CS
3260
Candriam SCA
Luxembourg
$261K -$240K -1,704 -48%
PFA
3261
Pinnacle Family Advisors
Missouri
$260K +$83.7K +594 +49%
CC
3262
Colrain Capital
Massachusetts
$260K – – –
CAL
3263
Capital Advisors Ltd
Ohio
$260K +$10K +71 +4%
FWI
3264
Facet Wealth Inc
Maryland
$260K +$242K +1,714 New
SWM
3265
SpringVest Wealth Management
Texas
$260K -$7.19K -51 -3%
RCM
3266
Ridgepath Capital Management
Tennessee
$260K +$2.96K +21 +1%
ASG
3267
Ariston Services Group
California
$260K – – –
BWA
3268
Bestgate Wealth Advisors
Maryland
$259K – – –
MAM
3269
Marotta Asset Management
Virginia
$259K -$72.3K -513 -22%
FNWA
3270
Financial Network Wealth Advisors
Utah
$259K – – –
SCM
3271
Sollinda Capital Management
Florida
$259K +$255K +1,808 New
LC
3272
Lavaca Capital
Texas
$258K – – –
HWM
3273
HFG Wealth Management
Texas
$258K +$2.4K +17 +1%
HPM
3274
Hoxton Planning & Management
West Virginia
$258K -$78.4K -556 -24%
MWM
3275
Mascoma Wealth Management
New Hampshire
$257K – – –
129 130
131
132 133