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Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
4001
Game Plan Financial Advisors
Ohio
$92.1K +$102K +280 New
UFPG
4002
United Financial Planning Group
New York
$91.8K -$68.9K -189 -40%
CIAS
4003
CBIZ Investment Advisory Services
Ohio
$89.5K -$87.1K -239 -47%
MAM
4004
Marquette Asset Management
Minnesota
$88.8K +$65.2K +179 +197%
FLP
4005
Financial Life Planners
Arizona
$85.4K +$94.7K +260 New
AP
4006
Aspect Partners
Virginia
$85.2K – – –
EA
4007
Evolution Advisers
Virginia
$85K – – –
EPAM
4008
Evelyn Partners Asset Management
$84.5K – – –
GWSA
4009
Global Wealth Strategies & Associates
Colorado
$84.2K -$729 -2 -0.8%
KCM
4010
Key Capital Management
Tennessee
$83.5K +$63K +173 +214%
RF
4011
Robinswood Financial
Washington
$82.2K +$729 +2 +0.8%
BIM
4012
Breakwater Investment Management
Washington
$82.2K – – –
FG
4013
Fairman Group
Pennsylvania
$82.2K – – –
RWM
4014
Raffa Wealth Management
District of Columbia
$82.2K +$11.3K +31 +14%
TC
4015
Tacita Capital
Ontario, Canada
$81.2K +$4.74K +13 +6%
BCWM
4016
Ball & Co Wealth Management
Tennessee
$80K +$729 +2 +0.8%
CIR
4017
Clear Investment Research
Georgia
$78.6K +$87.1K +239 New
FFL
4018
Financial Freedom LLC
Ohio
$78.5K – – –
TWD
4019
True Wealth Design
Ohio
$77.3K +$14.6K +40 +21%
CW
4020
Curio Wealth
Maryland
$72.4K +$729 +2 +0.9%
CMP
4021
Coston McIsaac & Partners
Maine
$72K -$24.8K -68 -24%
HWM
4022
HighMark Wealth Management
Minnesota
$69.8K -$2.19K -6 -3%
CFP
4023
Comprehensive Financial Planning
Pennsylvania
$69.5K -$67.8K -186 -47%
CF
4024
Collier Financial
Colorado
$69.5K -$6.92K -19 -8%
OCM
4025
Osbon Capital Management
Massachusetts
$69.3K +$45.9K +126 +148%
159 160
161
162 163