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Name Holding Trade Value Shares
Change 		Change in
Stake
API
3051
Asset Planning Inc
California
$2.64M -$93.2K -735 -3%
WFAG
3052
Worth Financial Advisory Group
North Carolina
$2.64M +$296K +2,337 +11%
GHAM
3053
Gilman Hill Asset Management
Connecticut
$2.64M +$43.7K +345 +1%
HFS
3054
Hoge Financial Services
Pennsylvania
$2.64M +$459K +3,625 +17%
CCS
3055
Concentric Capital Strategies
Connecticut
$2.64M -$21.7M -171,001 -88%
HCP
3056
Holt Capital Partners
Texas
$2.63M +$120K +950 +4%
PW
3057
Paladin Wealth
Minnesota
$2.62M +$381K +3,003 +14%
IIM
3058
InTrack Investment Management
Vermont
$2.62M -$468K -3,692 -13%
SSCM
3059
Spectrum Strategic Capital Management
Oregon
$2.62M +$101K +797 +3%
MAM
3060
Madison Asset Management
Wisconsin
$2.62M +$51K +402 +2%
MFP
3061
Meridian Financial Partners
Virginia
$2.61M +$53.6K +423 +2%
FP
3062
Fiduciary Planning
Florida
$2.61M +$395K +3,115 +15%
IFPL
3063
Investments & Financial Planning LLC
Kentucky
$2.61M +$127K +1,005 +4%
PAW
3064
Plan A Wealth
Nebraska
$2.6M +$527K +4,158 +21%
WAOTB
3065
Wealth Advisors of Tampa Bay
Florida
$2.6M +$2.19M +17,303 +258%
ECM
3066
Element Capital Management
New York
$2.6M +$3.04M +23,985 New
HP
3067
Hilltop Partners
Indiana
$2.6M +$435K +3,432 +17%
MSFP
3068
Mark Sheptoff Financial Planning
Connecticut
$2.6M +$261K +2,063 +9%
FWA
3069
FOCUS Wealth Advisors
Texas
$2.6M +$290K +2,286 +11%
PL
3070
Parthenon LLC
Kentucky
$2.6M – – –
LWM
3071
Laidlaw Wealth Management
New York
$2.59M -$4.93M -38,914 -62%
CWP
3072
Core Wealth Partners
California
$2.59M +$220K +1,738 +8%
TFA
3073
Trinity Financial Advisors
Ohio
$2.59M -$1.65K -13 -0.1%
LCAM
3074
London & Capital Asset Management
United Kingdom
$2.59M +$251K +1,978 +9%
EMAM
3075
Encompass More Asset Management
California
$2.58M -$44.9K -354 -1%
121 122
123
124 125