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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2776
Carr Financial Group
Massachusetts
$215K +$209K +3,371 New
PIA
2777
Powell Investment Advisors
Florida
$214K -$57.8K -933 -22%
VPP
2778
Vertex Planning Partners
Illinois
$214K +$5.57K +90 +3%
HCA
2779
Heck Capital Advisors
Wisconsin
$214K -$124 -2 -0.1%
MPW
2780
Monterey Private Wealth
California
$213K +$207K +3,347 New
DFG
2781
Dupree Financial Group
Kentucky
$213K +$207K +3,344 New
MWPCG
2782
Measured Wealth Private Client Group
New Hampshire
$212K – – –
JEST
2783
JTC Employer Solutions Trustee
Jersey
$212K – – –
TFGT
2784
TS Financial Group (TSFG)
Illinois
$212K +$1.3K +21 +0.6%
WCM
2785
WealthBridge Capital Management
Ohio
$212K -$6.25K -101 -3%
MCM
2786
Mendel Capital Management
Arkansas
$212K -$10.7K -173 -5%
FI
2787
Finivi Inc
Massachusetts
$211K +$2.54K +41 +1%
MCAI
2788
Members Capital Advisors Inc
Wisconsin
$211K – – –
CPG
2789
Cornerstone Planning Group
New Jersey
$211K +$84.3K +1,362 +78%
DW
2790
Dodds Wealth
Colorado
$211K -$743 -12 -0.4%
EI
2791
Ellevest Inc
New York
$210K +$62 +1 +0%
IRAG
2792
Investment Research & Advisory Group
Georgia
$210K – – –
SIG
2793
Sargent Investment Group
Maryland
$210K -$2.79K -45 -1%
NFG
2794
Northeast Financial Group
Pennsylvania
$209K – – –
CIM
2795
Corbyn Investment Management
Maryland
$209K -$19.9K -321 -9%
HWM
2796
Hemington Wealth Management
Virginia
$209K +$204K +3,299 New
PWP
2797
Phillips Wealth Planners
Mississippi
$209K +$206K +3,323 New
NI
2798
NCP Inc
California
$208K +$6.19K +100 +3%
WFPG
2799
Waller Financial Planning Group
Ohio
$207K +$202K +3,260 New
SW
2800
SMART Wealth
Nebraska
$207K -$3.4K -55 -2%
110 111
112
113 114