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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
3951
United Financial Planning Group
New York
$98.4K – – –
BDL
3952
Banque de Luxembourg
Luxembourg
$97.3K -$42.9K -132 -32%
EIP
3953
Essential Investment Partners
Colorado
$97K -$32.5K -100 -27%
SWAG
3954
Spectrum Wealth Advisory Group
California
$95.2K +$87.8K +270 New
HPBT
3955
Hickory Point Bank & Trust
Illinois
$93.5K -$106K -325 -55%
EA
3956
Evolution Advisers
Virginia
$93K +$1.3K +4 +2%
CMP
3957
Coston McIsaac & Partners
Maine
$93K +$15.3K +47 +21%
FLP
3958
Financial Life Planners
Arizona
$92.2K +$325 +1 +0.4%
AP
3959
Aspect Partners
Virginia
$91.3K – – –
BIM
3960
Breakwater Investment Management
Washington
$91K +$2.6K +8 +3%
CIAS
3961
CBIZ Investment Advisory Services
Ohio
$89.5K – – –
KCM
3962
Key Capital Management
Tennessee
$89.2K -$325 -1 -0.4%
FG
3963
Fairman Group
Pennsylvania
$88.2K – – –
NA
3964
Networth Advisors
Pennsylvania
$87.6K +$50.1K +154 +164%
GF
3965
GGM Financials
Ohio
$85.3K -$74.2K -228 -49%
TC
3966
Tacita Capital
Ontario, Canada
$83.6K -$3.25K -10 -4%
HWM
3967
HighMark Wealth Management
Minnesota
$81.9K +$6.51K +20 +9%
RF
3968
Robinswood Financial
Washington
$80.3K -$7.48K -23 -9%
NOI
3969
Newton One Investments
Delaware
$78.8K +$53K +163 +272%
RWM
3970
Raffa Wealth Management
District of Columbia
$78.6K -$8.78K -27 -11%
MAM
3971
Meeder Asset Management
Ohio
$75.8K -$67.3K -207 -49%
CFP
3972
Comprehensive Financial Planning
Pennsylvania
$74.8K +$325 +1 +0.5%
OCM
3973
Osbon Capital Management
Massachusetts
$74.5K – – –
WA
3974
Walsh & Associates
Florida
$74.3K +$22.8K +70 +50%
MUMSS
3975
Mitsubishi UFJ Morgan Stanley Securities
Japan
$71.6K -$142K -437 -68%
157 158
159
160 161