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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
476
McDonald Partners
Ohio
$924 +$907 +85 New
APFP
477
Action Point Financial Planning
Michigan
$903 +$897 +84 New
LAS
478
Lloyd Advisory Services
Georgia
$902 +$886 +83 New
CJ
479
Caitlin John
Michigan
$891 – – –
TFA
480
Transamerica Financial Advisors
Florida
$826 -$117 -11 -13%
MWM
481
Mosley Wealth Management
California
$815 – – –
TF
482
Tompkins Financial
New York
$815 – – –
SAM
483
Smartleaf Asset Management
Massachusetts
$769 – – –
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$761 -$1.26K -118 -63%
CH
485
Cromwell Holdings
Wyoming
$739 – – –
MCM
486
MV Capital Management
Maryland
$631 +$107 +10 +21%
BSB
487
Bangor Savings Bank
Maine
$598 -$6.41K -600 -92%
MEG
488
Millstone Evans Group
Colorado
$544 – – –
SIM
489
Synergy Investment Management
Florida
$544 +$534 +50 New
AA
490
Ancora Advisors
Ohio
$543 – – –
SC
491
SouthState Corp
Florida
$533 +$85 +8 +20%
MAM
492
Marquette Asset Management
Minnesota
$533 +$523 +49 New
BIA
493
Bell Investment Advisors
California
$522 -$512 -48 -50%
FP
494
Financial Perspectives
Minnesota
$522 – – –
ZBNA
495
Zions Bancorporation, National Association
Utah
$522 +$310 +29 +153%
PS
496
Planning Strategies
Pennsylvania
$500 +$491 +46 New
SHIM
497
Stone House Investment Management
Pennsylvania
$474 +$470 +44 New
CA
498
Crewe Advisors
Utah
$316 +$310 +29 New
SIC
499
Salem Investment Counselors
North Carolina
$305 +$299 +28 New
CMBA
500
C.M. Bidwell & Associates
Hawaii
$304 – – –
18 19
20
21 22