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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
3026
Comprehensive Financial Planning
Pennsylvania
$10.9K – – –
DRP
3027
Decker Retirement Planning
Utah
$10.8K -$12.1K -103 -52%
HHGA
3028
Halbert Hargrove Global Advisors
California
$10.8K +$6.01K +51 +119%
DF
3029
DecisionPoint Financial
Arizona
$10.6K – – –
SHIM
3030
Stone House Investment Management
Pennsylvania
$10.5K +$1.18K +10 +12%
WAM
3031
WFA Asset Management
Wisconsin
$10.3K -$6.95K -59 -36%
ETS
3032
ESL Trust Services
New York
$10.2K +$589 +5 +6%
SHM
3033
Sagard Holdings Management
Ontario, Canada
$9.96K – – –
KFP
3034
Kerr Financial Planning
California
$9.47K +$10.5K +89 New
FLFS
3035
Family Legacy Financial Solutions
North Carolina
$9.36K -$236 -2 -2%
PWA
3036
Principia Wealth Advisory
Texas
$9.05K +$353 +3 +4%
RBC
3037
Roble Belko & Company
Pennsylvania
$9K -$15.1K -128 -61%
EWM
3038
Evolution Wealth Management
Florida
$8.5K -$6.24K -53 -42%
NWM
3039
Nova Wealth Management
Florida
$8.38K – – –
GC
3040
Gould Capital
Washington
$8.02K -$1.18K -10 -13%
BCWM
3041
Ball & Co Wealth Management
Tennessee
$8K +$118 +1 +1%
BG
3042
Bollard Group
Massachusetts
$8K +$118 +1 +1%
BIM
3043
Breakwater Investment Management
Washington
$7.67K +$942 +8 +14%
HFS
3044
Horizon Financial Services
North Carolina
$7.21K +$4.95K +42 +200%
SR
3045
Summer Road
Florida
$6.87K -$7.54K -64 -52%
RCM
3046
Ravenstone Capital Management
$6.87K – – –
WA
3047
WestEnd Advisors
North Carolina
$6.76K -$118 -1 -2%
DCM
3048
Davis Capital Management
Florida
$6.53K +$6.71K +57 New
WW
3049
Winnow Wealth
Texas
$6.44K +$6.6K +56 New
FLP
3050
Financial Life Planners
Arizona
$6.22K +$6.36K +54 New
120 121
122
123 124