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Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
4051
Tennessee Valley Asset Management Partners
Tennessee
$209K +$184K +1,010 New
TPF
4052
Tribridge Partners Financial
Maryland
$209K +$191K +1,050 New
CAM
4053
Clarity Asset Management
Iowa
$209K -$12.9K -71 -7%
TMC
4054
Themes Management Co
Connecticut
$209K +$184K +1,009 New
MFT
4055
Moisand Fitzgerald Tamayo
Florida
$208K – – –
FPI
4056
Financial Plan Inc
Washington
$208K +$184K +1,007 New
DWM
4057
Daner Wealth Management
Georgia
$208K -$1.46K -8 -0.7%
CIM
4058
Catalyst Investment Management
New Hampshire
$208K -$37K -203 -15%
WCMN
4059
Westchester Capital Management (Nebraska)
Nebraska
$208K – – –
PFGWM
4060
Price Financial Group Wealth Management
Oregon
$208K +$206K +1,132 New
AC
4061
Asio Capital
Kentucky
$207K +$183K +1,002 New
GBA
4062
Garrison Bradford & Associates
New York
$207K – – –
BF
4063
Benchmark Financial
Delaware
$207K +$182K +1,000 New
MHFA
4064
Mission Hills Financial Advisory
California
$206K +$182K +996 New
CCP
4065
Carmel Capital Partners
California
$206K +$181K +994 New
SFG
4066
Snider Financial Group
Washington
$205K +$181K +990 New
ICA
4067
Infrastructure Capital Advisors
New York
$204K -$2.41M -13,226 -93%
PGA
4068
Portland Global Advisors
Maine
$204K +$180K +985 New
MKW
4069
Mullaney, Keating & Wright
Connecticut
$204K +$179K +984 New
OL
4070
Odyssean LLC
Connecticut
$203K +$179K +983 New
CWM
4071
Collaborative Wealth Management
Florida
$203K -$369K -2,023 -67%
LJHT
4072
Laurie J. Hall Trustee
$203K +$179K +979 New
NF
4073
Nikulski Financial
Iowa
$203K +$179K +979 New
PWM
4074
Proathlete Wealth Management
Florida
$202K – – –
IPW
4075
Invictus Private Wealth
Colorado
$202K +$178K +978 New
161 162
163
164 165