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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3051
IAG Wealth Partners
Wisconsin
$174K +$1.35K +5 +0.9%
HFA
3052
Hoover Financial Advisors
Pennsylvania
$174K +$53.9K +200 +54%
PH
3053
Pinnacle Holdings
Oklahoma
$173K +$159K +589 New
CB
3054
Community Bank
New York
$170K -$1.35K -5 -0.9%
NCM
3055
New Capital Management
Texas
$169K – – –
TFA
3056
Toth Financial Advisory
Virginia
$169K – – –
SC
3057
Solstein Capital
California
$163K +$149K +553 New
NOI
3058
Newton One Investments
Delaware
$161K – – –
HWM
3059
Holloway Wealth Management
Florida
$159K – – –
HWA
3060
HHM Wealth Advisors
Tennessee
$155K – – –
DOA
3061
D'Orazio & Associates
Virginia
$150K +$57.9K +215 +73%
MCM
3062
MV Capital Management
Maryland
$148K +$40.4K +150 +43%
PP
3063
PrairieView Partners
Minnesota
$146K +$21.5K +80 +19%
KFS
3064
Kelly Financial Services
Massachusetts
$143K -$1.62K -6 -1%
COCM
3065
Charter Oak Capital Management
New Hampshire
$140K -$10.2K -38 -7%
MSFP
3066
Mark Sheptoff Financial Planning
Connecticut
$140K – – –
RA
3067
Resolute Advisors
California
$135K +$150K +558 +1,395%
FC
3068
FORA Capital
Florida
$133K +$121K +450 New
Q
3069
QVR
California
$131K +$53K +197 +79%
CFFP
3070
Center for Financial Planning
Michigan
$130K +$56.5K +210 +91%
BC
3071
Barnett & Company
Tennessee
$129K – – –
TC
3072
Trust Company
Kansas
$126K +$39K +145 +51%
BMD
3073
Better Money Decisions
New Mexico
$126K +$115K +428 New
LJHT
3074
Laurie J. Hall Trustee
$124K – – –
PWA
3075
Phoenix Wealth Advisors
North Carolina
$124K – – –
121 122
123
124 125