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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2476
Mark Sheptoff Financial Planning
Connecticut
$170K – – –
HS
2477
Horan Securities
United States
$170K +$59.4K +1,217 +56%
PWMG
2478
Prestige Wealth Management Group
New Jersey
$166K -$2.98K -61 -2%
KCM
2479
Kathmere Capital Management
Pennsylvania
$162K -$2.93K -60 -2%
RA
2480
Reby Advisors
Connecticut
$162K +$158K +3,244 New
JMF
2481
Johnson Midwest Financial
Iowa
$161K +$158K +3,235 New
HIM
2482
Hillsdale Investment Management
Ontario, Canada
$159K +$60.6K +1,240 +63%
JWM
2483
Janiczek Wealth Management
Colorado
$157K +$79.9K +1,636 +108%
VCM
2484
Vigilant Capital Management
Maine
$152K -$131K -2,688 -47%
MWP
2485
Meridian Wealth Partners
Pennsylvania
$150K -$6.79K -139 -4%
CH
2486
Canton Hathaway
Rhode Island
$149K -$195K -4,000 -57%
CA
2487
Centerpoint Advisors
Massachusetts
$145K -$14.7K -300 -9%
FCMT
2488
Founders Capital Management (Texas)
Texas
$142K +$139K +2,845 New
TC
2489
Tacita Capital
Ontario, Canada
$142K +$139K +2,850 New
CWM
2490
Cranbrook Wealth Management
Michigan
$137K – – –
SIS
2491
Sound Income Strategies
Florida
$136K +$98 +2 +0.1%
PO
2492
Private Ocean
California
$135K +$11.4K +234 +9%
T
2493
TOBAM
France
$129K +$32.3K +662 +34%
NG
2494
NWK Group
California
$125K – – –
GAAM
2495
Guinness Atkinson Asset Management
California
$124K +$52K +1,065 +75%
SPWG
2496
Sage Private Wealth Group
Illinois
$122K +$120K +2,450 New
SLF
2497
Sun Life Financial
Ontario, Canada
$121K -$6.3K -129 -5%
FWM
2498
FSA Wealth Management
Massachusetts
$121K +$118K +2,423 New
BSSFA
2499
Baron Silver Stevens Financial Advisors
Florida
$120K +$118K +2,424 New
IHWM
2500
Iron Horse Wealth Management
Iowa
$118K +$115K +2,359 New
98 99
100
101 102