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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2301
Mark Sheptoff Financial Planning
Connecticut
$6.73K – – –
SC
2302
Steph & Co
Wisconsin
$6.53K – – –
TFM
2303
TFC Financial Management
Massachusetts
$6.36K +$1.72K +20 +44%
HB
2304
Horizon Bancorp
Indiana
$6K -$4.29K -50 -45%
PCWA
2305
Pacific Capital Wealth Advisors
California
$5.95K -$25.6K -298 -83%
RWM
2306
Ruedi Wealth Management
Illinois
$5.85K -$3.17K -37 -38%
CHA
2307
Carmichael Hill & Associates
Maryland
$5.67K – – –
JFG
2308
JDM Financial Group
Texas
$5.65K +$686 +8 +16%
DPW
2309
DiNuzzo Private Wealth
Pennsylvania
$5.56K -$257 -3 -5%
WCM
2310
Westend Capital Management
California
$5.46K – – –
TCM
2311
Tributary Capital Management
Nebraska
$5.07K – – –
MAM
2312
Morse Asset Management
Connecticut
$4.95K +$4.38K +51 New
AEPWM
2313
Atlantic Edge Private Wealth Management
Florida
$4.88K – – –
HFM
2314
Hartford Financial Management
Connecticut
$4.09K – – –
NI
2315
NCP Inc
California
$3.56K – – –
PS
2316
PayPay Securities
Japan
$2.73K -$3.6K -42 -60%
CPA
2317
Clear Point Advisors
New York
$2.65K – – –
PG
2318
Proffitt & Goodson
Tennessee
$2.54K +$2.23K +26 New
TCM
2319
TruNorth Capital Management
Michigan
$2.54K +$2.23K +26 New
TWD
2320
True Wealth Design
Ohio
$2.34K +$429 +5 +26%
GFL
2321
Granite FO LLC
New Hampshire
$2.24K +$1.97K +23 New
EFMH
2322
E Fund Management (HK)
Hong Kong
$2K – – –
SIC
2323
SJS Investment Consulting
Ohio
$1.75K – – –
MFG
2324
Mendota Financial Group
Wisconsin
$1.75K +$1.54K +18 New
PP
2325
PFS Partners
New Jersey
$1.67K – – –