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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1251
Retirement Planning Company of New England
Rhode Island
$253K -$617 -7 -0.2%
MWM
1252
Mosley Wealth Management
California
$252K +$2.91K +33 +1%
AHL
1253
Abel Hall LLC
Louisiana
$252K +$19.1K +217 +8%
CPA
1254
Cardiff Park Advisors
California
$251K +$1.67K +19 +0.7%
CIAS
1255
CFS Investment Advisory Services
New Jersey
$251K +$1.85K +21 +0.7%
VBCG
1256
Valley Brook Capital Group
Pennsylvania
$251K +$8.9K +101 +4%
PCA
1257
Pallas Capital Advisors
Massachusetts
$251K +$52.7K +598 +26%
WF
1258
Welch & Forbes
Massachusetts
$250K -$14.9K -169 -6%
PA
1259
PSI Advisors
Florida
$250K +$8.63K +98 +4%
OP
1260
Oath Planning
Oklahoma
$249K – – –
CWM
1261
Collaborative Wealth Management
Florida
$249K – – –
KFS
1262
Kaizen Financial Strategies
California
$249K +$2.82K +32 +1%
CSIA
1263
Carl Stuart Investment Advisor
Texas
$248K +$251K +2,852 New
AFG
1264
Atomi Financial Group
New York
$247K -$17.2K -195 -6%
FCA
1265
Fortis Capital Advisors
Kansas
$245K -$753K -8,552 -75%
BCP
1266
Blue Chip Partners
Michigan
$245K +$2.91K +33 +1%
PSP
1267
Principal Street Partners
Tennessee
$245K – – –
PWPS
1268
Pinnacle Wealth Planning Services
Ohio
$244K -$4.32K -49 -2%
AMBIA
1269
Allen Mooney & Barnes Investment Advisors
Georgia
$243K – – –
MHIC
1270
Marble Harbor Investment Counsel
Massachusetts
$243K – – –
IC
1271
IEQ Capital
California
$243K – – –
SFG
1272
Sovereign Financial Group
Connecticut
$242K -$1.32K -15 -0.5%
RCAG
1273
Rehmann Capital Advisory Group
Michigan
$242K +$7.58K +86 +3%
EGM
1274
Engineers Gate Manager
New York
$242K +$245K +2,779 New
TSMHT
1275
Thurston Springer Miller Herd & Titak
Indiana
$241K +$3.52K +40 +1%
49 50
51
52 53