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Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
376
Action Point Financial Planning
Michigan
$13.3K +$15.4K +4,908 New
SCM
377
Sterling Capital Management
North Carolina
$13K -$123K -39,085 -89%
S
378
SignatureFD
Georgia
$12.8K -$1.66K -527 -10%
GK
379
Graney & King
New York
$12.3K – – –
PA
380
Parallel Advisors
California
$12.2K +$5.81K +1,850 +70%
HI
381
Hoey Investments
Pennsylvania
$11.3K -$141 -45 -1%
VR
382
Vision Retirement
New Jersey
$10.8K – – –
RIL
383
Rothschild Investment LLC
Illinois
$10K +$3.14K +1,000 +37%
EWA
384
EverSource Wealth Advisors
Alabama
$9.66K -$5.49K -1,749 -33%
C
385
Covestor
United Kingdom
$9K +$503 +160 +5%
SRCM
386
Signature Resources Capital Management
California
$8.13K – – –
MP
387
McDonald Partners
Ohio
$7.79K +$9.03K +2,875 New
HI
388
Harbour Investments
Wisconsin
$7.68K -$1.48K -470 -14%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$7.03K +$591 +188 +8%
TFGT
390
TS Financial Group (TSFG)
Illinois
$7K -$1.57K -500 -17%
WIM
391
Westside Investment Management
California
$6.78K -$4.71K -1,500 -38%
NWMP
392
Noble Wealth Management PBC
Colorado
$6.78K +$7.85K +2,500 New
CA
393
Clearstead Advisors
Ohio
$6.63K +$7.37K +2,345 +2,345%
SIC
394
Salem Investment Counselors
North Carolina
$6.23K – – –
CAM
395
Chesapeake Asset Management
New York
$6.21K -$393 -125 -5%
SWM
396
SHP Wealth Management
Massachusetts
$6.09K – – –
BWA
397
Basecamp Wealth Advisors
Washington
$5.64K +$4.69K +1,493 +254%
KFI
398
Key Financial Inc
Pennsylvania
$5.47K – – –
AIM
399
Axiom Investment Management
New York
$5.42K +$6.28K +2,000 New
CFSG
400
Community Financial Services Group
Vermont
$5.28K – – –
14 15
16
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