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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3851
AllSquare Wealth Management
New York
$126K -$19.5K -50 -13%
CIAS
3852
CBIZ Investment Advisory Services
Ohio
$126K +$19.9K +51 +17%
SHF
3853
Safe Harbor Fiduciary
Florida
$125K – – –
VWM
3854
Vermillion Wealth Management
Minnesota
$125K – – –
BC
3855
Barrett & Company
Rhode Island
$122K +$390 +1 +0.3%
FWP
3856
Fiduciary Wealth Partners
Massachusetts
$121K +$129K +331 New
FA
3857
Financial Avengers
California
$116K -$10.1K -26 -8%
FLP
3858
Financial Life Planners
Arizona
$116K -$3.51K -9 -3%
APW
3859
Atlantic Private Wealth
North Carolina
$115K +$83.8K +215 +215%
CW
3860
Curio Wealth
Maryland
$115K -$104K -267 -99%
VWA
3861
Valued Wealth Advisors
Utah
$114K -$51.1K -131 -30%
LIA
3862
Luken Investment Analytics
Tennessee
$113K – – –
ACA
3863
Atlas Capital Advisors
Wyoming
$111K – – –
NI
3864
NCP Inc
California
$110K – – –
NSG
3865
Nalls Sherbakoff Group
Tennessee
$109K +$116K +298 New
SFO
3866
Standard Family Office
South Dakota
$108K -$86.5K -222 -43%
HC
3867
Hoese & Co
Minnesota
$107K – – –
RCM
3868
Richardson Capital Management
Wisconsin
$106K +$14.8K +38 +15%
NC
3869
NewSquare Capital
Pennsylvania
$105K +$72.1K +185 +181%
SFFS
3870
Stonehage Fleming Financial Services
Jersey
$105K – – –
XC
3871
XY Capital
Hong Kong
$104K +$91.6K +235 +470%
FG
3872
Fairman Group
Pennsylvania
$103K -$1.56K -4 -1%
BDPWM
3873
Barnes Dennig Private Wealth Management
Ohio
$103K +$110K +282 New
SFCL
3874
Strengthening Families & Communities LLC
Massachusetts
$102K +$17.1K +44 +17%
RPA
3875
Redwood Park Advisors
California
$102K +$1.56K +4 +1%
153 154
155
156 157