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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2601
Prestige Wealth Management Group
New Jersey
$184K – – –
MSFP
2602
Mark Sheptoff Financial Planning
Connecticut
$181K – – –
JFGIW
2603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$181K -$22K -216 -10%
MMCM
2604
Murphy & Mullick Capital Management
New York
$179K -$26.5K -260 -12%
ABC
2605
Anchor Bay Capital
California
$179K +$177K +1,732 New
GCP
2606
Gill Capital Partners
Colorado
$178K -$16.4K -161 -8%
SR
2607
Summer Road
Florida
$177K – – –
RF
2608
Rossby Financial
Florida
$171K -$46K -451 -20%
CPG
2609
Cornerstone Planning Group
New Jersey
$170K -$29.3K -287 -14%
BWA
2610
Basecamp Wealth Advisors
Washington
$170K -$22.3K -219 -11%
FNWA
2611
Financial Network Wealth Advisors
Utah
$167K -$4.69K -46 -3%
CB
2612
CNB Bank
Pennsylvania
$163K -$2.65K -26 -2%
SIS
2613
Strategic Investment Solutions
Illinois
$163K -$204K -2,000 -54%
AWM
2614
Activest Wealth Management
Florida
$161K -$131K -1,287 -44%
DIP
2615
DT Investment Partners
Pennsylvania
$159K – – –
BWS
2616
Buck Wealth Strategies
Colorado
$158K +$167K +1,639 New
DMIC
2617
Dixon Mitchell Investment Counsel
British Columbia, Canada
$154K -$80.7K -792 -33%
FC
2618
Financial Consulate
Maryland
$153K +$204 +2 +0.1%
WA
2619
Whipplewood Advisors
Colorado
$153K -$12.2K -120 -7%
USB
2620
Union Savings Bank
Connecticut
$152K -$26.5K -260 -14%
BHWM
2621
Bay Harbor Wealth Management
Maryland
$150K +$67.9K +666 +74%
AP
2622
Atwood & Palmer
Missouri
$147K -$3.16K -31 -2%
APFP
2623
Action Point Financial Planning
Michigan
$146K +$155K +1,523 New
ABWM
2624
Alpine Bank Wealth Management
Colorado
$146K +$154K +1,515 New
LD
2625
Lipe & Dalton
New York
$142K – – –
103 104
105
106 107