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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
3001
Holistic Financial Partners
Indiana
$395K -$28.7K -84 -7%
SCM
3002
Seascape Capital Management
New Hampshire
$395K -$1.36K -4 -0.3%
CFGSD
3003
Compass Financial Group (South Dakota)
South Dakota
$395K +$2.05K +6 +0.5%
SIM
3004
SSI Investment Management
California
$395K – – –
NA
3005
Nottingham Advisors
New York
$395K +$102K +300 +35%
SPI
3006
Sutton Place Investors
New York
$394K +$9.21K +27 +2%
FCC
3007
Flower City Capital
New York
$394K -$43.3K -127 -10%
WLPWM
3008
Walled Lake Planning & Wealth Management
Illinois
$394K +$682 +2 +0.2%
NWM
3009
Northwest Wealth Management
Iowa
$393K -$22.2K -65 -5%
AIM
3010
AHL Investment Management
Florida
$393K – – –
PPWM
3011
Paragon Private Wealth Management
Kentucky
$393K -$87K -255 -18%
PCM
3012
Princeton Capital Management
New Jersey
$392K +$8.53K +25 +2%
MSR
3013
Main Street Research
Connecticut
$392K -$23.9M -70,165 -98%
LAM
3014
LifePro Asset Management
California
$392K +$97.9K +287 +34%
CWG
3015
Crown Wealth Group
North Carolina
$392K +$7.5K +22 +2%
WSWA
3016
Warren Street Wealth Advisors
California
$391K -$375K -1,098 -49%
LFP
3017
Leeward Financial Partners
Washington
$390K -$3.17M -9,299 -89%
OPW
3018
Oxler Private Wealth
New York
$390K +$2.39K +7 +0.6%
GWP
3019
Gateway Wealth Partners
Wisconsin
$388K -$15K -44 -4%
PRI
3020
Prepared Retirement Institute
Pennsylvania
$388K -$17.1K -50 -4%
PFM
3021
Phillips Financial Management
Indiana
$387K -$58.7K -172 -13%
PO
3022
Private Ocean
California
$387K -$9.21K -27 -2%
CVM
3023
Cheviot Value Management
California
$387K – – –
DIM
3024
Delta Investment Management
California
$387K -$8.87K -26 -2%
PGA
3025
Portland Global Advisors
Maine
$387K – – –
119 120
121
122 123