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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1701
Strengthening Families & Communities LLC
Massachusetts
$37K – – –
S
1702
Sachetta
Massachusetts
$34.6K – – –
PWMG
1703
Prestige Wealth Management Group
New Jersey
$34.3K – – –
SIC
1704
SJS Investment Consulting
Ohio
$34.3K +$32.6K +215 +2,150%
AIC
1705
Archer Investment Corporation
Indiana
$33.5K -$6.82K -45 -17%
BLC
1706
Brown, Lisle/Cummings
Rhode Island
$33.5K – – –
PWMG
1707
Private Wealth Management Group
New Jersey
$33.5K +$7.58K +50 +29%
HFM
1708
Hartford Financial Management
Connecticut
$32.8K – – –
RDFA
1709
Ritter Daniher Financial Advisory
Ohio
$32.8K – – –
MSE
1710
MUFG Securities EMEA
United Kingdom
$32.8K -$84.8K -560 -72%
OP
1711
ORG Partners
Indiana
$32.3K -$429K -2,830 -93%
WWP
1712
WR Wealth Planners
Missouri
$32K +$31.8K +210 New
EC
1713
EntryPoint Capital
New York
$30.5K +$29.5K +195 +3,900%
CAC
1714
Core Alternative Capital
Georgia
$29.7K -$34.1K -225 -54%
BL
1715
BFSG LLC
California
$29K +$6.06K +40 +27%
KFI
1716
Key Financial Inc
Pennsylvania
$28.2K – – –
CSC
1717
Caldwell Sutter Capital
California
$27.4K +$22.7K +150 +500%
FMP
1718
Financial Management Professionals
Texas
$26K +$758 +5 +3%
FRA
1719
Front Row Advisors
California
$25.9K +$25.8K +170 New
CSWM
1720
Cassady Schiller Wealth Management
Ohio
$25.2K +$6.06K +40 +32%
CAM
1721
Creekmur Asset Management
Illinois
$25.2K +$25K +165 New
MFT
1722
Moisand Fitzgerald Tamayo
Florida
$23.6K – – –
SIS
1723
Sound Income Strategies
Florida
$23.6K +$15.2K +100 +182%
CH
1724
Canton Hathaway
Rhode Island
$23K – – –
DJSG
1725
D.J. St. Germain
Massachusetts
$22.9K – – –
67 68
69
70 71