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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
3301
VanderPol Investments
Michigan
$485K -$398K -892 -47%
FBFS
3302
First Business Financial Services
Wisconsin
$485K – – –
RB
3303
Rodgers Brothers
Pennsylvania
$483K – – –
M
3304
MYeCFO
California
$482K +$82.1K +184 +23%
HCM
3305
Hall Capital Management
Rhode Island
$482K – – –
WWC
3306
Waypoint Wealth Counsel
Georgia
$482K -$7.14K -16 -2%
AA
3307
AJ Advisors
Tennessee
$481K +$17.8K +40 +4%
SFC
3308
Strategic Financial Concepts
Texas
$481K +$442K +990 New
EFH
3309
Eaton Financial Holdings
Florida
$480K -$26.8K -60 -6%
BONH
3310
Bank of New Hampshire
New Hampshire
$479K – – –
ZIMP
3311
Zimmermann Investment Management & Planning
Pennsylvania
$478K +$100K +225 +30%
CFFP
3312
Center for Financial Planning
Michigan
$477K +$7.14K +16 +2%
SW
3313
Signify Wealth
Missouri
$477K +$151K +338 +52%
LOPW
3314
Live Oak Private Wealth
North Carolina
$476K – – –
TPW
3315
Tiller Private Wealth
Pennsylvania
$475K -$12.9K -29 -3%
BBA
3316
Braun-Bostich & Associates
Pennsylvania
$475K -$76.3K -171 -15%
I2I
3317
Insight 2811 Inc
Illinois
$474K -$4.46K -10 -1%
CCP
3318
Clarity Capital Partners
California
$474K +$91.9K +206 +27%
MAG
3319
M3 Advisory Group
Massachusetts
$473K +$173K +388 +66%
3F
3320
360 Financial
Minnesota
$473K – – –
HFS
3321
Howard Financial Services
Texas
$472K +$5.8K +13 +1%
FPCG
3322
Fort Pitt Capital Group
Pennsylvania
$472K -$438K -983 -50%
SFPG
3323
Stonebridge Financial Planning Group
Florida
$471K – – –
TAM
3324
Trillium Asset Management
Massachusetts
$471K -$20.5K -46 -5%
FG
3325
Fairman Group
Pennsylvania
$470K -$76.3K -171 -15%
131 132
133
134 135