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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
851
Addison Advisors
Vermont
$21K -$871 -6 -5%
BCM
852
Berbice Capital Management
New York
$20.6K – – –
RF
853
Rossby Financial
Florida
$20.2K +$15K +103 New
BBHC
854
Brown Brothers Harriman & Co
New York
$19.8K +$14.7K +101 New
TIM
855
Total Investment Management
Arizona
$19.8K +$14.7K +101 New
CFFP
856
Center for Financial Planning
Michigan
$19.6K – – –
IWM
857
Inlight Wealth Management
Georgia
$19.6K – – –
VWM
858
Vermillion Wealth Management
Minnesota
$19.6K +$14.5K +100 New
CPG
859
Cornerstone Planning Group
New Jersey
$19.5K +$1.45K +10 +12%
QL
860
Quarry LP
New York
$18.8K -$11.3K -78 -45%
GEA
861
Glen Eagle Advisors
New Jersey
$17.6K – – –
SO
862
Sierra Ocean
California
$16.8K -$1.45K -10 -10%
CT
863
Clearstead Trust
Maine
$16.3K -$145 -1 -1%
HBW
864
Hazlett, Burt & Watson
West Virginia
$16K -$10.7K -74 -47%
BFP
865
Briaud Financial Planning
Texas
$16K +$12.3K +85 New
MCM
866
MV Capital Management
Maryland
$15.9K +$2.9K +20 +33%
CIA
867
Cape Investment Advisory
Georgia
$15.5K +$3.48K +24 +44%
FMP
868
Financial Management Professionals
Texas
$15.1K – – –
GIA
869
GHP Investment Advisors
Colorado
$14.7K – – –
S
870
Sachetta
Massachusetts
$14.5K +$3.34K +23 +45%
AG
871
AmeriFlex Group
Nevada
$13.7K – – –
SIS
872
Sound Income Strategies
Florida
$13.1K +$9.73K +67 New
OWP
873
ORG Wealth Partners
Texas
$12.8K +$1.31K +9 +15%
SHF
874
Safe Harbor Fiduciary
Florida
$12.7K +$9.44K +65 New
WIM
875
Westside Investment Management
California
$12K +$9.44K +65 New
33 34
35
36 37