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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3901
WPG Advisers
Maryland
$147K +$154K +377 New
CMP
3902
Coston McIsaac & Partners
Maine
$137K -$925K -2,264 -86%
FCG
3903
Financial Connections Group
California
$134K – – –
FA
3904
Financial Avengers
California
$134K +$817 +2 +0.6%
SHF
3905
Safe Harbor Fiduciary
Florida
$133K – – –
VWM
3906
Vermillion Wealth Management
Minnesota
$132K +$139K +340 New
BC
3907
Barrett & Company
Rhode Island
$130K +$2.86K +7 +2%
RFG
3908
REAP Financial Group
Texas
$129K +$1.23K +3 +0.9%
FLP
3909
Financial Life Planners
Arizona
$127K +$133K +325 New
FWM
3910
FSA Wealth Management
Massachusetts
$124K -$31K -76 -19%
TLA
3911
Tanglewood Legacy Advisors
Texas
$121K +$409 +1 +0.3%
EPW
3912
Endeavor Private Wealth
Kansas
$120K +$127K +310 New
LIA
3913
Luken Investment Analytics
Tennessee
$119K – – –
MDA
3914
Minot DeBlois Advisors
Massachusetts
$119K +$125K +305 New
ACA
3915
Atlas Capital Advisors
Wyoming
$117K – – –
NI
3916
NCP Inc
California
$117K – – –
MCM
3917
Mainstream Capital Management
California
$115K +$121K +296 New
GA
3918
GoalVest Advisory
New York
$114K -$12.7K -31 -10%
CIAS
3919
CBIZ Investment Advisory Services
Ohio
$114K +$4.9K +12 +4%
HC
3920
Hoese & Co
Minnesota
$114K – – –
SFFS
3921
Stonehage Fleming Financial Services
Jersey
$111K – – –
GIM
3922
Gold Investment Management
Alberta, Canada
$107K – – –
LWA
3923
Lowe Wealth Advisors
Maryland
$107K +$6.95K +17 +7%
MIM
3924
Meridiem Investment Management
United Kingdom
$107K +$112K +275 New
RPA
3925
Redwood Park Advisors
California
$106K +$112K +273 New
155 156
157
158 159