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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
926
Cornerstone Planning Group
New Jersey
$12.3K -$1.49K -10 -11%
DF
927
Dunhill Financial
United Kingdom
$11.7K +$2.53K +17 +26%
JFA
928
JNBA Financial Advisors
Minnesota
$10.8K – – –
FFA
929
Frazier Financial Advisors
Ohio
$10.7K +$11.2K +75 New
AFM
930
Aspetuck Financial Management
Connecticut
$10.7K +$11.2K +75 New
SAM
931
Synergy Asset Management
Washington
$10.7K +$10.6K +71 New
HB
932
Horizon Bancorp
Indiana
$10K -$5.81K -39 -35%
HCA
933
Harbor Capital Advisors
Illinois
$10K +$596 +4 +6%
MSWA
934
Marshall & Sterling Wealth Advisors
New York
$9.93K +$10.4K +70 New
FFO
935
Fortitude Family Office
Arizona
$9.44K – – –
AA
936
Addison Advisors
Vermont
$9.29K -$14.9K -100 -61%
BCWM
937
Bartlett & Co Wealth Management
Ohio
$9.29K +$9.68K +65 New
SC
938
Solstein Capital
California
$9.15K – – –
AW
939
Avion Wealth
Texas
$9K -$596 -4 -6%
VWA
940
VSM Wealth Advisory
Maryland
$8.58K +$8.94K +60 New
CFFP
941
Center for Financial Planning
Michigan
$8.44K – – –
SIS
942
Strategic Investment Solutions
Illinois
$8.22K – – –
AG
943
AmeriFlex Group
Nevada
$7.97K +$8.04K +54 New
IMC
944
Investment Management Corporation
Virginia
$7.59K +$7.9K +53 New
FDW
945
Fourth Dimension Wealth
Ohio
$7.43K – – –
BSB
946
Bangor Savings Bank
Maine
$7.29K – – –
CSB
947
City State Bank
Iowa
$7.29K – – –
BONH
948
Bank of New Hampshire
New Hampshire
$7.15K – – –
TLCM
949
Twin Lakes Capital Management
California
$7.15K – – –
VWM
950
Vermillion Wealth Management
Minnesota
$7.15K +$7.45K +50 New
36 37
38
39 40