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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
3351
New England Capital Financial Advisors
Connecticut
$154K -$4.41K -50 -3%
SIS
3352
Strategic Investment Solutions
Illinois
$151K -$57.5K -652 -29%
CCA
3353
Catalyst Capital Advisors
New York
$149K -$1.76K -20 -1%
AFC
3354
Ares Financial Consulting
California
$149K +$49.3K +560 +56%
HFS
3355
Hughes Financial Services
Virginia
$148K +$54K +613 +66%
LG
3356
LAM Group
Oregon
$147K +$135K +1,530 New
QWM
3357
Quaker Wealth Management
New Jersey
$147K +$34.5K +392 +34%
CVM
3358
Cheviot Value Management
California
$145K – – –
PP
3359
Pingora Partners
Wyoming
$144K – – –
NWM
3360
Nova Wealth Management
Florida
$143K +$19.8K +225 +18%
W
3361
WealthCollab
Washington
$142K +$6.7K +76 +5%
VWA
3362
Valued Wealth Advisors
Utah
$140K +$25.3K +287 +25%
VNA
3363
Valley National Advisers
Pennsylvania
$140K -$3.17K -36 -2%
CFD
3364
Creative Financial Designs
Indiana
$140K +$441 +5 +0.3%
SFG
3365
Strive Financial Group
Indiana
$139K -$14.7K -167 -10%
FFO
3366
Fortitude Family Office
Arizona
$138K -$85K -965 -40%
C
3367
Covestor
United Kingdom
$137K -$184K -2,089 -60%
MPW
3368
MASECO Private Wealth
$136K +$4.05K +46 +3%
SFS
3369
Sunrise Financial Services
Washington
$136K – – –
ACA
3370
Atlas Capital Advisors
Wyoming
$136K +$99.6K +1,130 +404%
SG
3371
Sankala Group
Colorado
$135K – – –
BC
3372
Barrett & Company
Rhode Island
$135K +$44.1K +500 +55%
KAS
3373
Kemnay Advisory Services
New York
$135K -$35.8K -406 -22%
LD
3374
Lipe & Dalton
New York
$135K -$2.64K -30 -2%
HC
3375
Hurley Capital
New York
$135K +$70.1K +796 +131%
133 134
135
136 137