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Name Holding Trade Value Shares
Change 		Change in
Stake
XFP
5551
Xena Financial Planning
Oregon
$930K +$963K +1,922 New
CPA
5552
Clear Point Advisors
New York
$929K +$6.01K +12 +0.6%
MF
5553
Manuka Financial
Virginia
$928K -$129K -258 -12%
CCA
5554
Cypress Capital Advisors
Tennessee
$923K +$29.6K +59 +3%
GCIG
5555
Grand Central Investment Group
Florida
$923K +$956K +1,908 New
BFS
5556
Boyer Financial Services
California
$923K +$978K +1,951 New
AWM
5557
Alterna Wealth Management
Texas
$920K -$24.6K -49 -3%
LIM
5558
Letson Investment Management
Georgia
$920K +$10K +20 +1%
RC
5559
Resolute Capital
South Carolina
$919K +$952K +1,900 New
HFW
5560
Horizon Family Wealth
Illinois
$918K +$2K +4 +0.2%
VI
5561
VanderPol Investments
Michigan
$918K +$3.01K +6 +0.3%
EWP
5562
E-Wealth Partners
Minnesota
$918K +$951K +1,897 New
RG
5563
RHL Group
Michigan
$917K +$950K +1,896 New
KG
5564
Kilter Group
New York
$916K +$87.2K +174 +10%
PF
5565
Penney Financial
Texas
$914K – – –
MCM
5566
MontVue Capital Management
Virginia
$914K – – –
CFG
5567
Compton Financial Group
Maryland
$911K +$16K +32 +2%
UFA
5568
Uptown Financial Advisors
Texas
$909K – – –
HPA
5569
High Probability Advisors
New York
$909K +$20.5K +41 +2%
CCP
5570
Carmel Capital Partners
California
$908K +$165K +330 +21%
DWM
5571
DeLarme Wealth Management
California
$908K +$941K +1,877 New
COFSG
5572
Carbahal Olsen Financial Services Group
California
$905K -$19.5K -39 -2%
SHIM
5573
Stone House Investment Management
Pennsylvania
$904K +$10.5K +21 +1%
AIFS
5574
A&I Financial Services
Colorado
$903K +$23.1K +46 +3%
CCM
5575
Charter Capital Management
Wisconsin
$900K +$501 +1 +0.1%
221 222
223
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