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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
4326
OxenFree Capital
Florida
$289K +$10.1K +100 +4%
DPW
4327
DiNuzzo Private Wealth
Pennsylvania
$289K +$69.7K +689 +42%
FFA
4328
Frazier Financial Advisors
Ohio
$289K -$30.5K -302 -11%
MI
4329
Moneywise Inc
Virginia
$288K +$236K +2,331 New
DA
4330
Dover Advisors
Virginia
$288K +$236K +2,330 New
AG
4331
Advocate Group
Minnesota
$287K – – –
GC
4332
Gould Capital
Washington
$286K +$20.8K +206 +10%
HG
4333
Harbor Group
New Hampshire
$285K +$6.37K +63 +3%
NC
4334
NBW Capital
Massachusetts
$284K +$233K +2,300 New
RPA
4335
Rock Point Advisors
Vermont
$283K -$25.3K -250 -10%
FPIS
4336
Financial Planning & Information Services
Wisconsin
$282K +$231K +2,280 New
PPW
4337
Presilium Private Wealth
Pennsylvania
$281K +$4.75K +47 +2%
MFA
4338
Millington Financial Advisors
Illinois
$280K – – –
PWMG
4339
Pinnacle Wealth Management Group
Michigan
$280K +$229K +2,265 New
CRIG
4340
Charter Research & Investment Group
Connecticut
$279K -$50.6K -500 -18%
SC
4341
Steph & Co
Wisconsin
$279K +$28.3K +280 +14%
TWP
4342
Total Wealth Planning
Ohio
$278K +$222K +2,197 New
IPA
4343
Investment Planning Advisors
Georgia
$278K +$227K +2,246 New
FPWM
4344
FSB Premier Wealth Management
Iowa
$277K +$227K +2,245 New
CWP
4345
Corepath Wealth Partners
Arizona
$277K +$219K +2,163 New
GFG
4346
GR Financial Group
Arizona
$275K +$225K +2,227 New
CP
4347
Capital Planning
Washington
$275K -$4.55K -45 -2%
CWA
4348
Continuum Wealth Advisors
New York
$274K -$134K -1,330 -37%
MFC
4349
Morris Financial Concepts
South Carolina
$274K +$224K +2,217 New
GAM
4350
Gould Asset Management
California
$273K +$223K +2,210 New
172 173
174
175 176