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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
2251
Joseph Group Capital Management
Ohio
$8.08K +$8.1K +96 New
PCM
2252
Penserra Capital Management
California
$8K – – –
MI
2253
Motiv8 Investments
Florida
$8K +$7.76K +92 New
SHF
2254
Safe Harbor Fiduciary
Florida
$7.5K +$7.51K +89 New
BFP
2255
Birchwood Financial Partners
Minnesota
$7.41K +$7.42K +88 New
FG
2256
Fairman Group
Pennsylvania
$7.1K – – –
CYG
2257
Clean Yield Group
Vermont
$6.74K -$2.7K -32 -29%
TBFA
2258
Three Bearings Fiduciary Advisors
New Hampshire
$6.71K +$6.16K +73 New
FFL
2259
Financial Freedom LLC
Ohio
$6.64K – – –
MAFA
2260
MJT & Associates Financial Advisory
Minnesota
$6.57K – – –
JSAM
2261
J. Safra Asset Management
New York
$6.57K +$6.58K +78 New
1M
2262
1248 Management
Missouri
$6.32K – – –
AEPWM
2263
Atlantic Edge Private Wealth Management
Florida
$6.32K +$2.11K +25 +50%
CWP
2264
Clark Wealth Partners
Illinois
$6.15K – – –
BHWM
2265
Bay Harbor Wealth Management
Maryland
$6.06K +$2.19K +26 +57%
IIM
2266
IFC & Insurance Marketing
California
$6K +$5.91K +70 New
MSFP
2267
Mark Sheptoff Financial Planning
Connecticut
$5.81K – – –
SC
2268
Steph & Co
Wisconsin
$5.64K – – –
PWA
2269
Principia Wealth Advisory
Texas
$5.56K +$1.26K +15 +29%
TWD
2270
True Wealth Design
Ohio
$5.47K -$2.02K -24 -27%
DPW
2271
DiNuzzo Private Wealth
Pennsylvania
$5.22K +$169 +2 +3%
FA
2272
Fountainhead AM
New Jersey
$5.19K -$306K -3,629 -98%
TFM
2273
TFC Financial Management
Massachusetts
$5.07K – – –
BGC
2274
Beutel, Goodman & Co
Ontario, Canada
$5K – – –
CW
2275
Curio Wealth
Maryland
$4.94K +$4.89K +58 New
89 90
91
92 93