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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2326
Mark Sheptoff Financial Planning
Connecticut
$7.05K – – –
PCM
2327
Penserra Capital Management
California
$7K -$2.72K -27 -28%
TFM
2328
TFC Financial Management
Massachusetts
$6.97K +$302 +3 +5%
SC
2329
Steph & Co
Wisconsin
$6.85K – – –
DPW
2330
DiNuzzo Private Wealth
Pennsylvania
$6.64K – – –
BF
2331
Brooklyn FI
New York
$6.45K +$6.24K +62 New
DF
2332
Downshift Financial
Colorado
$6.34K +$6.24K +62 New
PS
2333
Planning Strategies
Pennsylvania
$6.23K +$6.14K +61 New
HI
2334
Hoey Investments
Pennsylvania
$5.83K +$5.54K +55 +2,750%
AIA
2335
Aventus Investment Advisors
Florida
$5.54K – – –
MAM
2336
Morse Asset Management
Connecticut
$5.43K – – –
UFPG
2337
United Financial Planning Group
New York
$5.21K -$20.8K -207 -80%
FUBT
2338
First United Bank & Trust
Maryland
$5.21K +$5.14K +51 New
CFP
2339
Comprehensive Financial Planning
Pennsylvania
$5.11K – – –
WA
2340
Walsh & Associates
Florida
$5.11K – – –
BFS
2341
Bare Financial Services
Pennsylvania
$4.8K -$504 -5 -10%
HFM
2342
Hartford Financial Management
Connecticut
$4.29K – – –
RWPA
2343
Richard W. Paul & Associates
Michigan
$4.19K – – –
HFS
2344
Horizon Financial Services
North Carolina
$4.09K +$4.03K +40 New
FF
2345
Friedenthal Financial
New Jersey
$4.01K – – –
SIS
2346
Strategic Investment Solutions
Illinois
$3.85K +$101 +1 +3%
ECM
2347
Estabrook Capital Management
New York
$3.78K -$2.82K -28 -43%
CAC
2348
Core Alternative Capital
Georgia
$3.71K – – –
CCA
2349
Cadent Capital Advisors
Oklahoma
$3.71K +$3.63K +36 New
IW
2350
Imprint Wealth
South Carolina
$3.68K – – –
92 93
94
95 96