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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1701
PFS Partners
New Jersey
$92.9K +$5.18K +250 +6%
PMFA
1702
Plante Moran Financial Advisors
Michigan
$92.7K -$3.69K -178 -4%
MCM
1703
MV Capital Management
Maryland
$92.5K -$7.52K -363 -8%
FC
1704
Fairscale Capital
New Hampshire
$92.3K – – –
CAL
1705
Capital Analysts LLC
Pennsylvania
$88K -$16.2K -781 -17%
MA
1706
Montag & Associates
Georgia
$87.8K -$104K -5,004 -56%
BCMLT
1707
Beacon Capital Management LLC (Tennessee)
Tennessee
$85.7K +$2.13K +103 +3%
BFP
1708
Briaud Financial Planning
Texas
$85K – – –
MIFH
1709
Migdal Insurance & Financial Holdings
Israel
$84K -$511K -24,676 -87%
ACA
1710
American Capital Advisory
Idaho
$83.7K +$953 +46 +1%
AA
1711
Addison Advisors
Vermont
$83.5K -$4.7K -227 -6%
MSFP
1712
Mark Sheptoff Financial Planning
Connecticut
$82.5K – – –
TFM
1713
TFC Financial Management
Massachusetts
$81.2K -$373 -18 -0.5%
JEST
1714
JTC Employer Solutions Trustee
Jersey
$81K – – –
CFO
1715
CVA Family Office
Colorado
$79.6K -$15.9K -767 -18%
MEG
1716
Millstone Evans Group
Colorado
$78.3K +$3.31K +160 +5%
MCI
1717
MRP Capital Investments
Georgia
$77.8K -$9.01K -435 -11%
AGWCA
1718
Annis Gardner Whiting Capital Advisors
Florida
$76.5K -$28K -1,350 -28%
CMA
1719
Cedar Mountain Advisors
Oregon
$75.7K +$10.4K +500 +17%
TWD
1720
True Wealth Design
Ohio
$74.4K +$5.3K +256 +8%
WAM
1721
WFA Asset Management
Wisconsin
$73.6K -$6.03K -291 -11%
HB
1722
Horizon Bancorp
Indiana
$72K – – –
DF
1723
Dunhill Financial
United Kingdom
$71K +$39.9K +1,925 +155%
HFS
1724
Hopwood Financial Services
Virginia
$70.8K – – –
BT
1725
Banque Transatlantique
France
$69.8K – – –
67 68
69
70 71