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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
5026
Dorato Capital Management
Colorado
$61.2K – – –
MPG
5027
My Portfolio Guide
California
$60.4K +$67.9K +106 New
KLWA
5028
Kelly Lawrence W & Associates
California
$57.2K – – –
TJHA
5029
Thomas J. Herzfeld Advisors
Florida
$57.2K – – –
GWM
5030
Gilpin Wealth Management
Colorado
$56.6K – – –
TM
5031
Torren Management
California
$55.1K -$749K -1,168 -92%
BCWM
5032
Ball & Co Wealth Management
Tennessee
$55K – – –
MBFW
5033
Morton Brown Family Wealth
Pennsylvania
$54.4K +$12.8K +20 +27%
IWM
5034
IMG Wealth Management
Florida
$52.1K -$92.3K -144 -61%
MSFP
5035
Mark Sheptoff Financial Planning
Connecticut
$51.4K -$231K -361 -81%
CF
5036
Conquis Financial
California
$50.8K -$5.77K -9 -10%
MAFA
5037
MJT & Associates Financial Advisory
Minnesota
$48.6K +$8.97K +14 +19%
MS
5038
Monetary Solutions
Ohio
$48.6K +$3.2K +5 +6%
CC
5039
Corsicana & Co
Texas
$47.8K -$574K -895 -92%
PP
5040
PFS Partners
New Jersey
$47.5K -$6.41K -10 -11%
MEG
5041
Millstone Evans Group
Colorado
$46.9K +$8.97K +14 +21%
CCM
5042
Copeland Capital Management
Pennsylvania
$45.8K -$12.1M -18,904 -100%
MTI
5043
Merrithew & Thorsten Inc
California
$45K – – –
CYG
5044
Clean Yield Group
Vermont
$44.1K – – –
AIM
5045
Access Investment Management
Georgia
$42.9K -$44.9K -70 -48%
NL
5046
NorthAvenue LLC
Ohio
$42.9K – – –
PCA
5047
PMV Capital Advisers
Texas
$41.8K -$14.7K -23 -24%
B
5048
Bayban
Minnesota
$40K +$22.4K +35 +100%
GF
5049
GGM Financials
Ohio
$39.5K – – –
FDCP
5050
Foster Dykema Cabot & Partners
Massachusetts
$37.8K -$310K -483 -88%
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202
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