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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1601
Leeward Financial Partners
Washington
$468K -$1.87M -10,899 -78%
WF
1602
WoodTrust Financial
Wisconsin
$467K +$206K +1,200 +65%
FPI
1603
Financial Plan Inc
Washington
$466K +$522K +3,045 New
ESB
1604
Essex Savings Bank
Connecticut
$466K +$11.3K +66 +2%
MFG
1605
Magnus Financial Group
New York
$463K +$13.7K +80 +3%
CCM
1606
Canal Capital Management
Virginia
$461K -$2.86M -16,651 -85%
HR
1607
Howe & Rusling
New York
$460K +$118K +690 +30%
OL
1608
OneFund LLC
Florida
$460K +$29K +169 +6%
CT
1609
Caldwell Trust
Florida
$460K +$56.4K +329 +12%
EFS
1610
Essex Financial Services
Connecticut
$460K +$196K +1,141 +61%
CCI
1611
Credit Capital Investments
New Jersey
$460K – – –
OHWP
1612
Oak Harbor Wealth Partners
North Carolina
$459K +$18.7K +109 +4%
CWS
1613
Confluence Wealth Services
Pennsylvania
$456K -$60K -350 -11%
HIC
1614
Holderness Investments Company
North Carolina
$455K +$6.86K +40 +1%
HCM
1615
HMS Capital Management
Tennessee
$454K – – –
PLFS
1616
Provident Living Financial Services
Utah
$454K +$508K +2,962 New
KCP
1617
Kera Capital Partners
California
$453K -$174K -1,013 -21%
RLH
1618
RD Lewis Holdings
Florida
$453K – – –
CFO
1619
CVA Family Office
Colorado
$451K -$20.6K -120 -4%
CIAS
1620
Capital Investment Advisory Services
North Carolina
$450K +$7.72K +45 +2%
SFS
1621
Stiles Financial Services
Minnesota
$448K – – –
SIM
1622
Sentry Investment Management
Wisconsin
$447K – – –
MWM
1623
Marion Wealth Management
Pennsylvania
$447K -$8.58K -50 -1%
SIS
1624
Sound Income Strategies
Florida
$446K +$458K +2,670 +322%
OIA
1625
Oakmont Investment Advisors
Pennsylvania
$444K +$497K +2,900 New
63 64
65
66 67