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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1676
Old Point Trust & Financial Services N A
Virginia
$39K +$37.5K +95 New
HCP
1677
Hexagon Capital Partners
Arkansas
$38.6K +$28.8K +73 +348%
JFA
1678
JNBA Financial Advisors
Minnesota
$37.8K – – –
CWM
1679
CarsonAllaria Wealth Management
Illinois
$37.8K – – –
LIWM
1680
Long Island Wealth Management
New York
$37K +$35.1K +89 New
RDFA
1681
Ritter Daniher Financial Advisory
Ohio
$37K -$15K -38 -30%
FGAM
1682
Financial Gravity Asset Management
Texas
$36.1K +$5.92K +15 +20%
W
1683
WealthCollab
Washington
$35.7K +$34.3K +87 New
AWM
1684
Abound Wealth Management
Tennessee
$35.2K +$789 +2 +2%
HF
1685
Halpern Financial
Virginia
$35.1K – – –
HDIM
1686
Hanson & Doremus Investment Management
Vermont
$35K – – –
GA
1687
GoalVest Advisory
New York
$34.9K +$4.34K +11 +15%
NC
1688
NewSquare Capital
Pennsylvania
$34.1K -$2.76K -7 -8%
NRG
1689
Nemes Rush Group
Michigan
$33.9K – – –
AA
1690
Addison Advisors
Vermont
$33.7K +$24.4K +62 +310%
MIM
1691
Manitou Investment Management
Ontario, Canada
$33.7K – – –
TFM
1692
TFC Financial Management
Massachusetts
$32.9K – – –
CAL
1693
Capital Analysts LLC
Pennsylvania
$30K -$2.37K -6 -8%
SA
1694
Scarborough Advisors
Maryland
$29.6K +$28.4K +72 New
JFGIW
1695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K +$9.46K +24 +44%
DMKJ
1696
David M. Knott Jr
$29K – – –
CCM
1697
Copeland Capital Management
Pennsylvania
$28.8K – – –
CJ
1698
Caitlin John
Michigan
$28.4K +$27.2K +69 New
AFS
1699
Annapolis Financial Services
Maryland
$28.3K – – –
TWP
1700
TFO Wealth Partners
Ohio
$28.3K – – –
66 67
68
69 70