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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2551
Comprehensive Financial Planning
Pennsylvania
$5.24K – – –
SSG
2552
Summit Securities Group
New York
$5.21K -$633K -13,804 -99%
MWA
2553
Merkkuri Wealth Advisors
New York
$5.16K -$1.57M -34,220 -100%
PS
2554
PayPay Securities
Japan
$5.14K -$8.48K -185 -71%
SA
2555
Seneschal Advisors
Washington
$5.13K – – –
DRP
2556
Decker Retirement Planning
Utah
$5.03K -$10.9M -236,962 -100%
BWM
2557
Bernard Wealth Management
Michigan
$5.03K – – –
YP
2558
YANKCOM Partnership
South Dakota
$4.63K – – –
QWM
2559
Quaker Wealth Management
New Jersey
$4.63K +$733 +16 +18%
SHIM
2560
Stone House Investment Management
Pennsylvania
$4.41K +$3.16K +69 +223%
CWA
2561
Carolina Wealth Advisors
South Carolina
$4.41K +$4.58K +100 New
LI
2562
Louisbourg Investments
New Brunswick, Canada
$4.23K – – –
CC
2563
Centiva Capital
New York
$3.93K +$3.62K +79 +790%
PK
2564
Pflug Koory
Nebraska
$3.75K – – –
MWM
2565
Magnolia Wealth Management
Alabama
$3.63K +$3.76K +82 New
WA
2566
Whipplewood Advisors
Colorado
$3.22K +$3.35K +73 New
WA
2567
WestEnd Advisors
North Carolina
$3.18K – – –
PRAG
2568
Portfolio Resources Advisor Group
Florida
$3.09K -$596 -13 -16%
UFPG
2569
United Financial Planning Group
New York
$2.93K -$4.26K -93 -58%
RWPA
2570
Richard W. Paul & Associates
Michigan
$2.91K – – –
TWM
2571
TopTier Wealth Management
Wisconsin
$2.52K +$2.61K +57 New
FWA
2572
Flagship Wealth Advisors
Massachusetts
$2.25K -$131K -2,856 -97%
CW
2573
CrossGen Wealth
North Carolina
$2.21K – – –
MFT
2574
Moisand Fitzgerald Tamayo
Florida
$2.21K +$2.29K +50 New
TBFA
2575
Three Bearings Fiduciary Advisors
New Hampshire
$2.03K – – –
101 102
103
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