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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
5501
Single Point Partners
Massachusetts
$726K -$11.3K -28 -1%
PM
5502
Pembroke Management
Quebec, Canada
$726K -$2.83K -7 -0.4%
UFPG
5503
United Financial Planning Group
New York
$726K – – –
GC
5504
Guilbault Capital
Louisiana
$724K -$66.8K -165 -8%
MA
5505
Macro Advisors
Pennsylvania
$724K -$221K -546 -22%
GWM
5506
Global Wealth Management
New Jersey
$724K +$1.62K +4 +0.2%
ETS
5507
ESL Trust Services
New York
$723K – – –
FCM
5508
Fieldview Capital Management
Michigan
$722K +$149K +368 +23%
WW
5509
Winnow Wealth
Texas
$720K -$9.31K -23 -1%
MPW
5510
MA Private Wealth
California
$719K +$91K +225 +13%
UFA
5511
Uptown Financial Advisors
Texas
$717K +$12.9K +32 +2%
MFG
5512
Mann Financial Group
Minnesota
$717K +$10.1K +25 +1%
FF
5513
Foundry Financial
California
$716K +$47.3K +117 +6%
OWM
5514
Orca Wealth Management
Florida
$713K -$61.5K -152 -7%
SWA
5515
Strategic Wealth Advisors
Arizona
$712K +$9.71K +24 +2%
MF
5516
Manuka Financial
Virginia
$712K – – –
RWM
5517
Raffa Wealth Management
District of Columbia
$711K -$159K -392 -17%
SCFS
5518
Stewardship Concepts Financial Services
Washington
$711K +$12.5K +31 +2%
LIM
5519
Letson Investment Management
Georgia
$710K – – –
GC
5520
Granville Capital
North Carolina
$710K +$12.9K +32 +2%
CFS
5521
CGC Financial Services
Oregon
$709K -$46.1K -114 -6%
DW
5522
Dodds Wealth
Colorado
$708K +$40.9K +101 +6%
BCI
5523
Blue Capital Inc
Nebraska
$708K -$13.4K -33 -2%
MCM
5524
MontVue Capital Management
Virginia
$708K +$3.24K +8 +0.4%
FFP
5525
Freedom Financial Partners
Minnesota
$708K -$41.3K -102 -5%
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221
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