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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3901
DecisionPoint Financial
Arizona
$162K – – –
CFP
3902
Comprehensive Financial Planning
Pennsylvania
$161K – – –
RBC
3903
Roble Belko & Company
Pennsylvania
$160K +$50.3K +128 +48%
DWS
3904
Dynamic Wealth Strategies
California
$159K +$6.29K +16 +4%
WA
3905
WPG Advisers
Maryland
$159K -$1.57K -4 -1%
FWM
3906
FSA Wealth Management
Massachusetts
$158K – – –
FCT
3907
First Community Trust
Iowa
$156K +$11K +28 +8%
WOSD
3908
WFA of San Diego
California
$155K -$4.72K -12 -3%
PPA
3909
Painted Porch Advisors
California
$151K +$20.8K +53 +17%
EFMH
3910
E Fund Management (HK)
Hong Kong
$150K +$145K +369 New
PA
3911
Pineridge Advisors
Missouri
$149K -$12.6K -32 -8%
CMP
3912
Coston McIsaac & Partners
Maine
$147K +$4.72K +12 +3%
AIM
3913
Access Investment Management
Georgia
$146K -$74.7K -190 -34%
LC
3914
Lavaca Capital
Texas
$146K – – –
1NWS
3915
1 North Wealth Services
Maryland
$145K – – –
CIAS
3916
CBIZ Investment Advisory Services
Ohio
$141K +$27.1K +69 +25%
FCG
3917
Financial Connections Group
California
$140K -$7.86K -20 -5%
BDPWM
3918
Barnes Dennig Private Wealth Management
Ohio
$140K +$18.1K +46 +15%
HIW
3919
Holos Integrated Wealth
Pennsylvania
$139K – – –
AWM
3920
AllSquare Wealth Management
New York
$139K – – –
VWM
3921
Vermillion Wealth Management
Minnesota
$138K – – –
PIS
3922
POM Investment Strategies
North Carolina
$132K +$42.1K +107 +49%
FA
3923
Financial Avengers
California
$130K +$786 +2 +0.6%
APW
3924
Atlantic Private Wealth
North Carolina
$127K – – –
BC
3925
Barrett & Company
Rhode Island
$127K -$72.3K -184 -37%
155 156
157
158 159