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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2051
Holistic Planning
Texas
$456K +$479K +15,850 New
PRI
2052
Prepared Retirement Institute
Pennsylvania
$456K +$479K +15,844 New
EF
2053
Exeter Financial
Arizona
$455K -$374K -12,369 -44%
RC
2054
Rovin Capital
Arizona
$455K +$44.6K +1,477 +10%
ECM
2055
Endurant Capital Management
California
$455K +$477K +15,790 New
APW
2056
Acima Private Wealth
Virginia
$453K – – –
MS
2057
Maven Securities
Jersey
$453K +$230K +7,618 +94%
LFA
2058
Lauterbach Financial Advisors
Texas
$452K +$13.2K +437 +3%
AL
2059
ACAS LLC
California
$452K -$29K -960 -6%
CAS
2060
Coppell Advisory Solutions
Texas
$450K +$411K +13,584 +660%
CIA
2061
Compass Ion Advisors
Pennsylvania
$448K -$20.6K -681 -4%
SP
2062
Successful Portfolios
Florida
$448K +$98.8K +3,267 +27%
FL
2063
FreeGulliver LLC
Louisiana
$447K +$470K +15,540 New
FC
2064
Forte Capital
New York
$447K -$886K -29,297 -65%
FFC
2065
First Financial Corp
Indiana
$446K -$514 -17 -0.1%
SSW
2066
Smith Shellnut Wilson
Mississippi
$446K – – –
CASB
2067
Cape Ann Savings Bank
Massachusetts
$445K -$25.7K -850 -5%
BC
2068
Barrett & Company
Rhode Island
$445K -$26.5K -878 -5%
ZIG
2069
Zullo Investment Group
Pennsylvania
$445K -$62.1K -2,055 -12%
BIM
2070
Baldwin Investment Management
Pennsylvania
$445K -$9.07K -300 -2%
SIG
2071
Sargent Investment Group
Maryland
$444K +$302 +10 +0.1%
OKSA
2072
O'Keefe Stevens Advisory
New York
$444K +$197K +6,516 +73%
FFO
2073
Fiduciary Family Office
Florida
$444K +$466K +15,427 New
ZAM
2074
Zevin Asset Management
Massachusetts
$444K +$7.86K +260 +2%
LWM
2075
Laidlaw Wealth Management
New York
$444K +$70.8K +2,342 +18%