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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2526
Pinney & Scofield
Massachusetts
$128K – – –
LF
2527
LifeSteps Financial
California
$128K +$139K +5,307 New
VWA
2528
VSM Wealth Advisory
Maryland
$125K +$52 +2 +0%
WA
2529
Westfuller Advisors
New York
$125K +$115K +4,402 +548%
SR
2530
Swiss Re
Switzerland
$124K +$114K +4,376 +564%
FDCP
2531
Foster Dykema Cabot & Partners
Massachusetts
$124K – – –
APFP
2532
Action Point Financial Planning
Michigan
$121K +$132K +5,029 New
W
2533
WealthCollab
Washington
$121K +$14.9K +570 +13%
HC
2534
Hoese & Co
Minnesota
$120K – – –
HIIFS
2535
Harel Insurance Investments & Financial Services
Israel
$120K -$497K -19,000 -79%
LD
2536
Lipe & Dalton
New York
$119K – – –
FUBT
2537
First United Bank & Trust
Maryland
$118K +$6.93K +265 +6%
TFGT
2538
TS Financial Group (TSFG)
Illinois
$117K +$235 +9 +0.2%
ACA
2539
Atlas Capital Advisors
Wyoming
$117K -$6.46K -247 -5%
PCFFS
2540
Pacific Center for Financial Services
California
$115K +$209 +8 +0.2%
CPG
2541
Cornerstone Planning Group
New Jersey
$113K -$6.98K -267 -6%
FMP
2542
Financial Management Professionals
Texas
$112K +$2.8K +107 +2%
CH
2543
Canton Hathaway
Rhode Island
$112K – – –
BIA
2544
Bell Investment Advisors
California
$112K -$4.6K -176 -4%
KFAS
2545
Keating Financial Advisory Services
Kansas
$111K +$18.2K +695 +18%
SIS
2546
Strategic Investment Solutions
Illinois
$110K +$1.18K +45 +1%
CWM
2547
Cranbrook Wealth Management
Michigan
$109K – – –
SWIM
2548
Smallwood Wealth Investment Management
New Jersey
$108K -$10.6K -404 -8%
NF
2549
Napier Financial
Massachusetts
$107K +$12.9K +495 +13%
DAM
2550
Davis Asset Management
California
$107K – – –