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Name Holding Trade Value Shares
Change
Change in
Stake
VFM
3376
Vision Financial Markets
Connecticut
$114K – – –
3FI
3377
3 Factor Indexing
California
$113K – – –
LF
3378
LifeSteps Financial
California
$113K +$81.7K +808 New
SC
3379
Swan Capital
Florida
$113K -$36.1K -357 -31%
FUBT
3380
First United Bank & Trust
Maryland
$112K – – –
KG
3381
Kilter Group
New York
$111K +$2.63K +26 +3%
DF
3382
Downshift Financial
Colorado
$110K +$79.6K +787 New
MCA
3383
McGuire Capital Advisors
Oklahoma
$109K +$15.3K +151 +24%
PIS
3384
POM Investment Strategies
North Carolina
$108K +$75.3K +745 +2,403%
HWM
3385
HighMark Wealth Management
Minnesota
$107K -$7.28K -72 -9%
EF
3386
Entrust Financial
Pennsylvania
$106K +$76.7K +758 New
MAS
3387
MPWM Advisory Solutions
Georgia
$104K -$94.9K -938 -56%
GSEP
3388
Golden State Equity Partners
California
$103K -$1.12M -11,056 -94%
BDLIB
3389
Banque de Luxembourg Investments (BLI)
Luxembourg
$102K +$77.9K +770 New
FFA
3390
Frazier Financial Advisors
Ohio
$101K +$24.9K +246 +51%
SFCL
3391
Strengthening Families & Communities LLC
Massachusetts
$101K +$10.8K +107 +17%
VC
3392
Vestor Capital
Illinois
$100K -$21.1M -208,294 -97%
RBC
3393
Roble Belko & Company
Pennsylvania
$99K – – –
1IA
3394
1620 Investment Advisors
Massachusetts
$98.7K -$144K -1,421 -67%
HI
3395
Hoey Investments
Pennsylvania
$97.7K -$30.3K -300 -30%
BWM
3396
Benson Wealth Management
Tennessee
$96.9K – – –
HIW
3397
Holos Integrated Wealth
Pennsylvania
$96.2K – – –
MLA
3398
MB, Levis & Associates
Pennsylvania
$95.1K -$3.03K -30 -4%
FPF
3399
First Pacific Financial
Washington
$95.1K -$32.3K -319 -32%
AT
3400
Arlington Trust
Alabama
$94.7K +$26.3K +260 +62%