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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
4301
Vista Finance
Missouri
$375K -$46.7K -172 -11%
CWR
4302
Chico Wealth RIA
California
$374K – – –
PIN
4303
Prudent Investors Network
California
$373K -$9.77K -36 -2%
JCM
4304
J2 Capital Management
Michigan
$373K -$2.71K -10 -0.7%
CCMIC
4305
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$371K +$101K +373 +35%
CWM
4306
Chicago Wealth Management
Illinois
$370K +$543 +2 +0.1%
JF
4307
Joule Financial
Kentucky
$368K +$389K +1,432 New
BW
4308
Basepoint Wealth
Iowa
$367K -$37.5K -138 -9%
FP
4309
Foundry Partners
Minnesota
$366K -$685K -2,525 -64%
SIGI
4310
Susquehanna International Group (Ireland)
Ireland
$366K +$387K +1,425 New
HPWM
4311
High Pines Wealth Management
Massachusetts
$365K -$5.12M -18,863 -93%
TFA
4312
TPG Financial Advisors
Oregon
$365K – – –
AAG
4313
Avalon Advisory Group
Pennsylvania
$365K +$386K +1,421 New
EPWM
4314
Essex Private Wealth Management
Massachusetts
$364K +$92.3K +340 +32%
MA
4315
Maxele Advisors
Missouri
$364K -$271 -1 -0.1%
GWAM
4316
Guardian Wealth Advisors (Minnesota)
Minnesota
$361K +$271 +1 +0.1%
TA
4317
Teramo Advisors
Florida
$360K – – –
FCC
4318
Flower City Capital
New York
$358K +$14.4K +53 +4%
FCT
4319
Family Capital Trust
Massachusetts
$355K – – –
TWM
4320
Tanager Wealth Management
United Kingdom
$354K -$195K -717 -34%
APS
4321
American Planning Services
Florida
$354K -$27.1K -100 -7%
SWM
4322
Shakespeare Wealth Management
Wisconsin
$352K +$61.3K +226 +20%
FWM
4323
ForthRight Wealth Management
Georgia
$350K – – –
PFA
4324
Plotkin Financial Advisors
Maryland
$350K +$24.7K +91 +7%
NWMG
4325
National Wealth Management Group
Ohio
$349K -$148K -546 -29%
171 172
173
174 175