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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
5676
CFC Planning Company
Indiana
$578K -$8.09K -20 -1%
AFP
5677
ATLas Financial Planning
Georgia
$577K -$115K -284 -16%
CFG
5678
Capital Financial Group
Colorado
$576K +$19.4K +48 +3%
FAM
5679
Flaharty Asset Management
Florida
$576K -$3.34M -8,261 -85%
LWA
5680
Ledgewood Wealth Advisors
New Hampshire
$574K +$76.9K +190 +14%
BCM
5681
Birmingham Capital Management
Alabama
$574K +$80.9K +200 +15%
GFM
5682
GEN Financial Management
Minnesota
$573K -$44.5K -110 -7%
SAM
5683
Sequent Asset Management
Texas
$571K -$125K -309 -17%
SHF
5684
Stage Harbor Financial
Massachusetts
$571K +$103K +255 +20%
WA
5685
Walsh & Associates
Florida
$570K +$29.1K +72 +5%
NPI
5686
New Perspectives Inc
Mississippi
$568K – – –
OA
5687
Oceanside Advisors
South Carolina
$567K – – –
SC
5688
Scratch Capital
Idaho
$567K +$78.9K +195 +15%
MF
5689
Midwestern Financial
Iowa
$566K +$1.21K +3 +0.2%
CWM
5690
Collaborative Wealth Management
Florida
$566K +$13.8K +34 +2%
BAM
5691
BTS Asset Management
Massachusetts
$564K +$612K +1,512 New
DWM
5692
Daner Wealth Management
Georgia
$564K +$10.9K +27 +2%
CH
5693
CDKV Holdings
Colorado
$563K +$25.1K +62 +4%
ASI
5694
All-Stars Investment
Hong Kong
$560K +$607K +1,500 New
BI
5695
Bramshill Investments
Florida
$560K +$607K +1,500 New
NIM
5696
Needham Investment Management
New York
$560K +$607K +1,500 New
SI
5697
Stirlingshire Investments
New York
$558K -$113K -279 -16%
MCA
5698
Martin Capital Advisors
Texas
$557K +$27.1K +67 +5%
KP
5699
Kitching Partners
Pennsylvania
$555K +$176K +435 +41%
CWM
5700
Chicago Wealth Management
Illinois
$555K – – –
226 227
228
229 230