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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
5226
VanderPol Investments
Michigan
$991K +$74.5K +146 +8%
COFSG
5227
Carbahal Olsen Financial Services Group
California
$989K -$40.8K -80 -4%
CPA
5228
Clear Point Advisors
New York
$988K +$242K +474 +33%
KBG
5229
Kahn Brothers Group
New York
$987K – – –
OFG
5230
Opulen Financial Group
Virginia
$985K +$33.2K +65 +4%
EWA
5231
Elevate Wealth Advisory
Georgia
$984K -$108K -212 -10%
HFW
5232
Horizon Family Wealth
Illinois
$981K -$48.5K -95 -5%
SSA
5233
Sierra Summit Advisors
Nevada
$979K -$37.8K -74 -4%
PF
5234
Penney Financial
Texas
$979K +$78.6K +154 +9%
MCM
5235
MontVue Capital Management
Virginia
$978K – – –
FFG
5236
Foundry Financial Group
New Hampshire
$976K -$4.59K -9 -0.5%
LIM
5237
Letson Investment Management
Georgia
$975K – – –
UFA
5238
Uptown Financial Advisors
Texas
$973K – – –
ICCON
5239
Investment Counsel Company of Nevada
Nevada
$972K +$510 +1 +0.1%
CCM
5240
Charter Capital Management
Wisconsin
$963K +$41.3K +81 +5%
CJ
5241
Caitlin John
Michigan
$963K +$13.3K +26 +1%
MFG
5242
Mann Financial Group
Minnesota
$962K +$948K +1,858 New
CFS
5243
Compass Financial Services
Iowa
$962K -$107K -209 -10%
CFG
5244
Compton Financial Group
Maryland
$959K +$2.55K +5 +0.3%
CCA
5245
Cypress Capital Advisors
Tennessee
$958K -$11.7K -23 -1%
SHIM
5246
Stone House Investment Management
Pennsylvania
$958K +$10.7K +21 +1%
BAM
5247
BLKBRD Asset Management
Connecticut
$958K -$1.23M -2,408 -57%
SHF
5248
Stage Harbor Financial
Massachusetts
$957K -$9.69K -19 -1%
PCM
5249
Prospera Capital Management
Arizona
$955K – – –
DW
5250
Dodds Wealth
Colorado
$955K +$5.61K +11 +0.6%
208 209
210
211 212