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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Mascoma Wealth Management
New Hampshire
$27.1K +$1.16K +5 +4%
OAJ
1127
Ogorek Anthony Joseph
New York
$27K -$10.2K -44 -27%
AG
1128
AmeriFlex Group
Nevada
$26.2K -$26.6K -115 -50%
SWA
1129
SOA Wealth Advisors
New York
$25.8K -$12.5K -54 -32%
KBFS
1130
Kohmann Bosshard Financial Services
Ohio
$25K +$25.4K +110 New
DAM
1131
Delta Asset Management
Tennessee
$24.3K – – –
S
1132
Sachetta
Massachusetts
$23.7K -$1.62K -7 -6%
PPL
1133
Planning Project LLC
Texas
$23K +$23.4K +101 New
BIA
1134
Bell Investment Advisors
California
$23K +$463 +2 +2%
SIS
1135
Sound Income Strategies
Florida
$22.9K +$18.7K +81 +579%
MSFP
1136
Mark Sheptoff Financial Planning
Connecticut
$22.8K – – –
BOTPPF
1137
Board of the Pension Protection Fund
United Kingdom
$22.8K +$23.1K +100 New
BL
1138
BFSG LLC
California
$21.6K – – –
AWM
1139
Abound Wealth Management
Tennessee
$21.4K – – –
AW
1140
Avion Wealth
Texas
$21K +$463 +2 +2%
HWP
1141
Highline Wealth Partners
California
$20.9K -$11.6K -50 -35%
SC
1142
Stephens Consulting
Michigan
$20.5K +$20.8K +90 New
KFI
1143
Key Financial Inc
Pennsylvania
$20K – – –
WIM
1144
Westside Investment Management
California
$20K – – –
QA
1145
Quattro Advisors
Pennsylvania
$19.6K +$19.9K +86 New
FFO
1146
Fortitude Family Office
Arizona
$19.6K – – –
RWM
1147
Raffa Wealth Management
District of Columbia
$18.9K – – –
SFCL
1148
Strengthening Families & Communities LLC
Massachusetts
$18.7K +$4.86K +21 +34%
JFA
1149
JNBA Financial Advisors
Minnesota
$18.3K +$1.16K +5 +7%
CFM
1150
Cornerstone Financial Management
Massachusetts
$18.2K +$18.5K +80 New
44 45
46
47 48