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Name Holding Trade Value Shares
Change 		Change in
Stake
C
2076
Covestor
United Kingdom
$306K +$212K +8,358 +212%
PCMK
2077
Paragon Capital Management (Kansas)
Kansas
$306K -$7.16K -283 -2%
CFFP
2078
Center for Financial Planning
Michigan
$305K -$12.9K -508 -4%
FFA
2079
Florida Financial Advisors
Florida
$305K -$2M -78,870 -86%
PFS
2080
Prospect Financial Services
New York
$305K -$27.6K -1,092 -8%
COFSG
2081
Carbahal Olsen Financial Services Group
California
$304K +$861 +34 +0.3%
RWA
2082
River Wealth Advisors
Pennsylvania
$303K +$309K +12,209 New
LWP
2083
LeClair Wealth Partners
Ohio
$303K +$6.83K +270 +2%
CMF
2084
Counterpoint Mutual Funds
California
$303K -$1.76M -69,582 -85%
SAM
2085
Satovsky Asset Management
New York
$303K +$1.14K +45 +0.4%
MCA
2086
McGuire Capital Advisors
Oklahoma
$303K +$308K +12,182 New
KV
2087
Kickstand Ventures
New York
$303K -$117K -4,610 -27%
SWM
2088
Selby Wealth Management
California
$302K +$308K +12,177 New
OWA
2089
Octavia Wealth Advisors
Ohio
$302K -$35.4K -1,400 -10%
HPC
2090
Hobart Private Capital
North Carolina
$302K -$34K -1,344 -10%
YLHM
2091
Yelin Lapidot Holdings Management
Israel
$302K -$36.5K -1,440 -11%
NW
2092
Naviter Wealth
Arkansas
$301K -$10K -396 -3%
MWA
2093
Muirfield Wealth Advisors
North Carolina
$301K -$16.3K -643 -5%
BCM
2094
Bluefin Capital Management
New York
$301K +$306K +12,100 New
GWM
2095
Greenwich Wealth Management
Connecticut
$300K +$108K +4,274 +55%
GA
2096
Greenspring Advisors
Maryland
$299K +$122K +4,819 +67%
FFC
2097
Frederick Financial Consultants
Maryland
$299K -$27.3K -1,078 -8%
BWS
2098
Buck Wealth Strategies
Colorado
$299K -$759K -29,983 -71%
SI
2099
Seeds Investor
New York
$299K +$8.3K +328 +3%
RPCONE
2100
Retirement Planning Company of New England
Rhode Island
$298K -$15.2K -600 -5%
82 83
84
85 86