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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
476
Toth Financial Advisory
Virginia
$1.09K +$1.07K +100 New
SGFG
477
Silver Grove Financial Group
New York
$935 +$918 +86 New
MP
478
McDonald Partners
Ohio
$924 +$907 +85 New
APFP
479
Action Point Financial Planning
Michigan
$903 +$897 +84 New
LAS
480
Lloyd Advisory Services
Georgia
$902 +$886 +83 New
CJ
481
Caitlin John
Michigan
$891 – – –
TFA
482
Transamerica Financial Advisors
Florida
$826 -$117 -11 -13%
MWM
483
Mosley Wealth Management
California
$815 – – –
TF
484
Tompkins Financial
New York
$815 – – –
SAM
485
Smartleaf Asset Management
Massachusetts
$769 – – –
PWPS
486
Pinnacle Wealth Planning Services
Ohio
$761 -$1.26K -118 -63%
CH
487
Cromwell Holdings
Wyoming
$739 – – –
MCM
488
MV Capital Management
Maryland
$631 +$107 +10 +21%
BSB
489
Bangor Savings Bank
Maine
$598 -$6.41K -600 -92%
MEG
490
Millstone Evans Group
Colorado
$544 – – –
SIM
491
Synergy Investment Management
Florida
$544 +$534 +50 New
AA
492
Ancora Advisors
Ohio
$543 – – –
SC
493
SouthState Corp
Florida
$533 +$85 +8 +20%
MAM
494
Marquette Asset Management
Minnesota
$533 +$523 +49 New
BIA
495
Bell Investment Advisors
California
$522 -$512 -48 -50%
FP
496
Financial Perspectives
Minnesota
$522 – – –
ZBNA
497
Zions Bancorporation, National Association
Utah
$522 +$310 +29 +153%
PS
498
Planning Strategies
Pennsylvania
$500 +$491 +46 New
SHIM
499
Stone House Investment Management
Pennsylvania
$474 +$470 +44 New
CA
500
Crewe Advisors
Utah
$316 +$310 +29 New
18 19
20
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