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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2351
Mark Sheptoff Financial Planning
Connecticut
$6.3K – – –
SC
2352
Steph & Co
Wisconsin
$6.11K – – –
1L
2353
10Elms LLP
Oklahoma
$6.11K +$6.48K +67 New
TFM
2354
TFC Financial Management
Massachusetts
$5.95K – – –
DPW
2355
DiNuzzo Private Wealth
Pennsylvania
$5.93K +$774 +8 +14%
CPL
2356
Capital & Planning LLC
Georgia
$5.84K +$6.19K +64 New
PCWA
2357
Pacific Capital Wealth Advisors
California
$5.57K – – –
RWM
2358
Ruedi Wealth Management
Illinois
$5.47K – – –
WCM
2359
Westend Capital Management
California
$5.11K – – –
HB
2360
Horizon Bancorp
Indiana
$5K – – –
CFS
2361
Compass Financial Services
Iowa
$4.96K +$5.22K +54 New
CAM
2362
Chesapeake Asset Management
New York
$4.75K -$558K -5,764 -99%
TCM
2363
Tributary Capital Management
Nebraska
$4.75K – – –
MAM
2364
Morse Asset Management
Connecticut
$4.66K – – –
TWM
2365
TLW Wealth Management
Florida
$4.65K -$3.96M -40,951 -100%
JFG
2366
JDM Financial Group
Texas
$4.56K -$774 -8 -14%
AEPWM
2367
Atlantic Edge Private Wealth Management
Florida
$4.56K – – –
BWM
2368
Bernard Wealth Management
Michigan
$4.56K +$4.84K +50 New
HFM
2369
Hartford Financial Management
Connecticut
$3.83K – – –
FIM
2370
FWL Investment Management
Texas
$3.65K -$12.6K -130 -76%
CAM
2371
Creekmur Asset Management
Illinois
$3.65K -$3.48K -36 -47%
NI
2372
NCP Inc
California
$3.35K – – –
TWD
2373
True Wealth Design
Ohio
$3.31K +$1.16K +12 +50%
NC
2374
NewSquare Capital
Pennsylvania
$3.29K +$3.48K +36 New
PS
2375
PayPay Securities
Japan
$3.19K +$677 +7 +25%
93 94
95
96 97