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Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
826
Action Point Financial Planning
Michigan
$27.5K +$30.3K +296 New
MAM
827
Morse Asset Management
Connecticut
$26K -$1.02K -10 -4%
MCM
828
MV Capital Management
Maryland
$25.7K +$205 +2 +0.7%
FAM
829
Fulcrum Asset Management
United Kingdom
$24.2K +$28K +273 New
C
830
Covestor
United Kingdom
$24K -$20.3K -198 -44%
VWA
831
VSM Wealth Advisory
Maryland
$23.6K – – –
SIM
832
Synergy Investment Management
Florida
$22.8K +$6.97K +68 +35%
EWP
833
Elevation Wealth Partners
California
$22.1K +$13.8K +135 +136%
W
834
WealthCollab
Washington
$21.6K – – –
FFO
835
Fortitude Family Office
Arizona
$21.1K +$4.41K +43 +24%
IA
836
IFG Advisory
Georgia
$20.3K +$22K +215 New
CAL
837
Capital Advisors Ltd
Ohio
$20K – – –
CT
838
Clearstead Trust
Maine
$19.9K – – –
OCM
839
Osbon Capital Management
Massachusetts
$19.9K – – –
BIA
840
Bell Investment Advisors
California
$19.6K +$410 +4 +2%
SFCL
841
Strengthening Families & Communities LLC
Massachusetts
$19.5K -$766K -7,468 -97%
SWA
842
SOA Wealth Advisors
New York
$18.9K – – –
JWA
843
JFS Wealth Advisors
Pennsylvania
$18.4K +$2.67K +26 +15%
CAL
844
Capital Analysts LLC
Pennsylvania
$18K +$410 +4 +2%
HPC
845
HM Payson & Co
Maine
$18K +$19.5K +190 New
AFC
846
Ares Financial Consulting
California
$17.2K – – –
KG
847
Kilter Group
New York
$17K +$1.33K +13 +8%
APW
848
Allied Private Wealth
Florida
$16.9K +$18.5K +180 New
AG
849
AmeriFlex Group
Nevada
$16.7K +$6.77K +66 +59%
MCM
850
Manchester Capital Management
Vermont
$16.6K -$3.38K -33 -16%
32 33
34
35 36