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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1326
Stronghold Wealth Management
Florida
$235K -$91.9K -805 -28%
MA
1327
MJP Associates
Connecticut
$235K -$16.7K -146 -7%
PPC
1328
Park Place Capital
Alabama
$235K -$1.25K -11 -0.5%
CH
1329
Cromwell Holdings
Wyoming
$235K – – –
TWPM
1330
Total Wealth Planning & Management
Florida
$235K +$8.67K +76 +4%
AIM
1331
Acropolis Investment Management
Missouri
$234K – – –
CP
1332
Canopy Partners
Ohio
$234K -$5.59K -49 -2%
MAM
1333
McLean Asset Management
Virginia
$233K -$15.3K -134 -6%
SHFG
1334
S Harris Financial Group
Texas
$233K -$26.6K -233 -10%
CC
1335
Chicago Capital
Illinois
$232K – – –
TFGT
1336
TS Financial Group (TSFG)
Illinois
$232K +$8.9K +78 +4%
TC
1337
Trilogy Capital
California
$232K – – –
LF
1338
Lantz Financial
Illinois
$231K -$6.73K -59 -3%
AWC
1339
Abundance Wealth Counselors
Pennsylvania
$231K +$231K +2,025 New
ACG
1340
Allen Capital Group
Nebraska
$231K +$231K +2,025 New
FI
1341
FWG Investments
Kentucky
$231K +$14.3K +125 +7%
GIA
1342
GHP Investment Advisors
Colorado
$230K +$1.37K +12 +0.6%
CCG
1343
Cypress Capital Group
Florida
$230K +$230K +2,014 New
DKCM
1344
Davidson Kahn Capital Management
California
$230K – – –
JPWM
1345
Jamison Private Wealth Management
Georgia
$229K +$114 +1 +0%
RYIA
1346
Roehl & Yi Investment Advisors
Oregon
$229K -$23.6K -207 -9%
CAM
1347
Clark Asset Management
New Hampshire
$229K +$114 +1 +0%
CFS
1348
CRA Financial Services
New Jersey
$229K +$11.4K +100 +5%
DLA
1349
Douglas Lane & Associates
New York
$228K +$26.2K +230 +13%
BW
1350
Basepoint Wealth
Iowa
$228K – – –
52 53
54
55 56