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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2776
Western Pacific Wealth Management
Illinois
$153K – – –
WWP
2777
WR Wealth Planners
Missouri
$153K +$10.8K +114 +7%
VF
2778
VitalStone Financial
Texas
$151K +$86.8K +916 +163%
MAM
2779
Meeder Asset Management
Ohio
$148K -$81.4K -859 -34%
PWMA
2780
Pension & Wealth Management Advisors
Massachusetts
$147K -$8.43K -89 -5%
BAM
2781
Bosun Asset Management
Illinois
$147K +$156K +1,642 New
SC
2782
Stephens Consulting
Michigan
$145K -$15.9K -168 -9%
AWM
2783
AllSquare Wealth Management
New York
$144K – – –
SIS
2784
Strategic Investment Solutions
Illinois
$141K -$80.9K -854 -35%
TAM
2785
Tucker Asset Management
Colorado
$140K +$9.47K +100 +7%
DIP
2786
DT Investment Partners
Pennsylvania
$132K – – –
MME
2787
Meag Munich Ergo
Germany
$131K – – –
TF
2788
TimeScale Financial
Massachusetts
$130K +$947 +10 +0.7%
PP
2789
PFS Partners
New Jersey
$128K +$6.73K +71 +5%
LFA
2790
Level Financial Advisors
New York
$127K – – –
DAC
2791
Dividend Assets Capital
South Carolina
$127K -$45.9K -485 -25%
MBFW
2792
Morton Brown Family Wealth
Pennsylvania
$126K -$3.5K -37 -3%
CFO
2793
CVA Family Office
Colorado
$120K -$70.2K -741 -35%
CWM
2794
Compass Wealth Management
Connecticut
$119K -$11.1K -117 -8%
SWA
2795
Sutton Wealth Advisors
Florida
$119K -$26.7K -282 -17%
BWS
2796
Buck Wealth Strategies
Colorado
$118K +$56.8K +600 +83%
PAG
2797
Paladin Advisory Group
Iowa
$114K -$34.3K -362 -22%
CIM
2798
Contravisory Investment Management
Massachusetts
$113K – – –
RCG
2799
Rock Creek Group
District of Columbia
$113K +$27.2K +287 +29%
MAM
2800
Magellan Asset Management
Australia
$112K – – –
110 111
112
113 114