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Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
901
Action Point Financial Planning
Michigan
$15.3K +$14K +85 New
MAM
902
Meeder Asset Management
Ohio
$15.3K -$13.2K -80 -49%
JWM
903
JPL Wealth Management
Colorado
$14.6K +$331 +2 +3%
PPC
904
Park Place Capital
Alabama
$13.5K – – –
WAG
905
Wiser Advisor Group
Arizona
$12.9K – – –
LF
906
LifeSteps Financial
California
$11.8K +$10.6K +64 New
FC
907
Fairscale Capital
New Hampshire
$11.6K – – –
HNW
908
High Note Wealth
Minnesota
$10.7K +$3.97K +24 +71%
CT
909
Clearstead Trust
Maine
$10.7K +$4.63K +28 +93%
MGI
910
Miller Global Investments
Texas
$10.3K – – –
FFO
911
Fortitude Family Office
Arizona
$10.3K +$4.96K +30 +115%
CAL
912
Capital Advisors Ltd
Ohio
$10K +$1.82K +11 +26%
SEP
913
Signature Equity Partners
Ohio
$9.6K -$3.97K -24 -32%
EWM
914
Evolution Wealth Management
Florida
$9.41K +$2.48K +15 +42%
IWM
915
IMG Wealth Management
Florida
$9.23K – – –
TCM
916
Tradewinds Capital Management
Washington
$9.23K – – –
HFS
917
Hughes Financial Services
Virginia
$9.23K +$4.13K +25 +100%
OAJ
918
Ogorek Anthony Joseph
New York
$9K +$331 +2 +4%
PWMG
919
Prestige Wealth Management Group
New Jersey
$8.86K +$331 +2 +4%
KG
920
Kilter Group
New York
$8.86K – – –
SIC
921
SJS Investment Consulting
Ohio
$8.49K +$4.96K +30 +188%
HWP
922
Highline Wealth Partners
California
$8.49K +$165 +1 +2%
SIM
923
Synergy Investment Management
Florida
$8.32K -$25.1K -152 -78%
CFD
924
Creative Financial Designs
Indiana
$8.3K -$3.31K -20 -31%
AS
925
Altshuler Shaham
Israel
$8.3K +$2.81K +17 +61%
35 36
37
38 39