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Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
3401
Quantum Financial Planning Services
Washington
$337K +$2.19K +6 +0.6%
PAM
3402
Peak Asset Management
Colorado
$337K -$3.28K -9 -0.9%
SCM
3403
Seascape Capital Management
New Hampshire
$336K -$2.92K -8 -0.8%
PCM
3404
Poehling Capital Management
Wisconsin
$336K – – –
NP
3405
Ninepoint Partners
Ontario, Canada
$334K +$371K +1,017 New
BCM
3406
Brooktree Capital Management
Michigan
$334K – – –
FC
3407
Financial Council
Maryland
$334K – – –
AAM
3408
Augustine Asset Management
Florida
$333K -$122K -334 -25%
WFAG
3409
Wescott Financial Advisory Group
Pennsylvania
$333K +$369K +1,012 New
WLIM
3410
White Lighthouse Investment Management
Massachusetts
$333K -$1.09K -3 -0.3%
EWM
3411
Elevation Wealth Management
Minnesota
$333K -$109K -299 -23%
DAS
3412
Daybright Advisory Services
Florida
$333K +$729 +2 +0.2%
CC
3413
Commons Capital
Massachusetts
$332K +$1.09K +3 +0.3%
FHWM
3414
Fox Hill Wealth Management
Massachusetts
$332K -$14.6K -40 -4%
IRP
3415
Investment Research Partners
Pennsylvania
$332K -$71.1K -195 -16%
HFS
3416
Hughes Financial Services
Virginia
$332K +$12.8K +35 +4%
HPA
3417
High Probability Advisors
New York
$332K +$37.9K +104 +11%
PIP
3418
Philadelphia Investment Partners
New Jersey
$331K +$366K +1,005 New
PWA
3419
Provenance Wealth Advisors
Florida
$330K +$222K +610 +155%
BI
3420
Bramshill Investments
Florida
$329K -$1.09M -3,000 -75%
WPI
3421
Walter Public Investments
Canada
$329K – – –
SCM
3422
SOL Capital Management
Maryland
$329K -$3.99M -10,938 -92%
LIA
3423
LifePlan Investment Advisors
North Carolina
$328K -$37.5K -103 -9%
HA
3424
HC Advisors
Georgia
$328K +$20.8K +57 +6%
FFG
3425
Fortem Financial Group
California
$327K -$72.2K -198 -17%
135 136
137
138 139