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Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
3376
XY Planning Network
Montana
$373K +$391K +958 New
PSF
3377
Pacific Sun Financial
California
$372K -$8.17K -20 -2%
AF
3378
Apollon Financial
South Carolina
$372K +$391K +956 New
MWM
3379
Mascoma Wealth Management
New Hampshire
$372K +$15.5K +38 +4%
HA
3380
Hanover Advisors
South Carolina
$371K – – –
CW
3381
Code Waechter
Florida
$371K -$127K -310 -25%
MF
3382
Manchester Financial
California
$370K +$409 +1 +0.1%
AFM
3383
Aspetuck Financial Management
Connecticut
$369K +$388K +949 New
AWA
3384
AmeriServ Wealth Advisors
Pennsylvania
$369K +$388K +949 New
AA
3385
Alesco Advisors
New York
$369K +$3.27K +8 +0.9%
PPC
3386
Pennington Partners & Co
Maryland
$369K +$387K +948 New
CWA
3387
Cura Wealth Advisors
Illinois
$368K +$387K +947 New
UWP
3388
Uniting Wealth Partners
Kansas
$368K +$386K +946 New
CCM
3389
Chickasaw Capital Management
Tennessee
$367K – – –
MPCA
3390
Madison Park Capital Advisors
Washington
$367K +$175K +429 +83%
FPGK
3391
Financial Partners Group (Kansas)
Kansas
$366K +$8.58K +21 +2%
PCM
3392
Poehling Capital Management
Wisconsin
$365K – – –
IWA
3393
Inspirion Wealth Advisors
Illinois
$365K -$32.7K -80 -8%
CTWM
3394
Cherry Tree Wealth Management
Minnesota
$364K -$409 -1 -0.1%
AFG
3395
Altiora Financial Group
Ohio
$364K +$382K +936 New
MS
3396
Madden Securities
Texas
$364K -$1.23K -3 -0.3%
TSWM
3397
Triangle Securities Wealth Management
North Carolina
$363K -$34.7K -85 -8%
VPP
3398
Vertex Planning Partners
Illinois
$362K +$28.6K +70 +8%
WCWM
3399
Willow Creek Wealth Management
California
$361K -$4.08K -10 -1%
BZWA
3400
Blue Zone Wealth Advisors
California
$361K +$126K +309 +50%
134 135
136
137 138