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Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
4601
Treasure Coast Financial Planning
Florida
$383K – – –
DWM
4602
Dopkins Wealth Management
New York
$380K – – –
OKSA
4603
O'Keefe Stevens Advisory
New York
$380K +$48.3K +154 +16%
M
4604
MYeCFO
California
$379K +$87.8K +280 +34%
WIC
4605
Whitegate Investment Counselors
New Hampshire
$376K +$627 +2 +0.2%
WFPG
4606
Waller Financial Planning Group
Ohio
$374K -$21.3K -68 -6%
TC
4607
TAGStone Capital
North Carolina
$372K +$627 +2 +0.2%
WC
4608
Weil Company
California
$370K +$16K +51 +5%
HWM
4609
Horizons Wealth Management
North Carolina
$369K +$61.1K +195 +22%
DB
4610
Dravo Bay
Delaware
$368K +$53.9K +172 +19%
LWIC
4611
Leith Wheeler Investment Counsel
British Columbia, Canada
$368K – – –
FA
4612
Financial Alternatives
California
$368K -$4.07K -13 -1%
BSG
4613
Black Swift Group
Colorado
$368K – – –
ACM
4614
Alethea Capital Management
Washington
$366K – – –
DA
4615
DSC Advisors
Illinois
$365K -$55.5K -177 -14%
MIAS
4616
Mason Investment Advisory Services
Virginia
$365K -$4.39K -14 -1%
LCM
4617
Linker Capital Management
Kentucky
$364K – – –
RWM
4618
Rockwood Wealth Management
Pennsylvania
$364K +$335K +1,069 New
SC
4619
Steph & Co
Wisconsin
$362K -$5.96K -19 -2%
ICMP
4620
Integrated Capital Management (Pennsylvania)
Pennsylvania
$361K +$332K +1,059 New
WI
4621
WJ Interests
Texas
$358K -$31.3K -100 -9%
SC
4622
Saybrook Capital
North Carolina
$358K – – –
IFA
4623
Interactive Financial Advisors
Illinois
$358K – – –
CCM
4624
Cutler Capital Management
Massachusetts
$358K +$96.2K +307 +41%
AC
4625
Avant Capital
Louisiana
$357K +$6.27K +20 +2%
183 184
185
186 187