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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
2576
United Financial Planning Group
New York
$16.7K – – –
HFG
2577
Harborfront Financial Group
Michigan
$16.7K +$20K +806 New
CVM
2578
Cheviot Value Management
California
$16.4K – – –
NL
2579
NVWM LLC
Pennsylvania
$16.2K -$2.46K -99 -11%
PWM
2580
Proathlete Wealth Management
Florida
$16K – – –
HC
2581
Hara Capital
Washington
$16K +$124 +5 +0.7%
TC
2582
Toews Corporation
New Jersey
$15.5K +$18.6K +750 New
GFL
2583
Granite FO LLC
New Hampshire
$15.4K – – –
SHIM
2584
Stone House Investment Management
Pennsylvania
$15.1K -$16.7K -671 -48%
DIP
2585
DT Investment Partners
Pennsylvania
$15K -$3.05K -123 -15%
KFGG
2586
Keystone Financial Group (Georgia)
Georgia
$14.8K – – –
CCC
2587
Chelsea Counsel Company
California
$14.7K -$14.9K -600 -46%
RWS
2588
Retirement Wealth Solutions
Wisconsin
$14.2K -$5.26K -212 -24%
MCI
2589
MRP Capital Investments
Georgia
$13.4K – – –
BF
2590
Brooklyn FI
New York
$13.2K +$14.2K +572 New
HP
2591
Holistic Planning
Texas
$13K -$220K -8,869 -93%
MAFA
2592
MJT & Associates Financial Advisory
Minnesota
$13K – – –
VFA
2593
Values First Advisors
Tennessee
$12.6K +$15.1K +610 New
DCM
2594
Davis Capital Management
Florida
$12.6K +$3.03K +122 +25%
DWM
2595
Dogwood Wealth Management
Kansas
$12.6K -$3.18K -128 -17%
1NWS
2596
1 North Wealth Services
Maryland
$12.6K +$15.1K +607 New
LWCFA
2597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.4K +$14.9K +600 New
PNC
2598
Point Nemo Capital
Texas
$12.4K +$14.9K +600 New
AIM
2599
Access Investment Management
Georgia
$12.1K – – –
EP
2600
Essential Partners
California
$12K -$10.5K -425 -42%
102 103
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