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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2101
Sierra Capital
Florida
$420K -$559 -2 -0.1%
JJBC
2102
James J. Burns & Company
New York
$420K +$443K +1,585 New
NEGWA
2103
New England Guild Wealth Advisors
Connecticut
$418K -$4.19K -15 -0.9%
RI
2104
Ridgewood Investments
New Jersey
$418K +$6.98K +25 +2%
SFWC
2105
Strategic Family Wealth Counselors
New Jersey
$418K +$10.1K +36 +2%
DE
2106
Day & Ennis
Georgia
$415K +$33.5K +120 +8%
SSCA
2107
South Shore Capital Advisors
Massachusetts
$413K – – –
LDFR
2108
Lehman & Derafelo Financial Resources
Pennsylvania
$413K +$53.1K +190 +14%
MPI
2109
Mairs & Power Inc
Minnesota
$412K – – –
I
2110
IMPACTfolio
Colorado
$411K -$46.9K -168 -10%
SC
2111
Sawyer & Company
Massachusetts
$410K – – –
WHC
2112
Wulff, Hansen & Co
California
$410K +$79.6K +285 +23%
CAM
2113
Covenant Asset Management
New Jersey
$409K +$431K +1,542 New
MC
2114
Machina Capital
France
$408K -$148K -531 -26%
HI
2115
Human Investing
Oregon
$408K -$137K -491 -24%
TVAMP
2116
Tennessee Valley Asset Management Partners
Tennessee
$408K +$109K +389 +34%
VW
2117
Vance Wealth
California
$407K -$7.54K -27 -2%
AL
2118
ADE LLC
Maryland
$407K – – –
PCA
2119
Peddock Capital Advisors
Massachusetts
$407K +$1.68K +6 +0.4%
NIA
2120
NIA Impact Advisors
California
$406K -$80.4K -288 -16%
BWL
2121
Bogart Wealth LLC
Virginia
$406K +$74.3K +266 +21%
DWP
2122
Destiny Wealth Partners
Florida
$406K +$168K +600 +65%
CA
2123
Centerpoint Advisors
Massachusetts
$405K -$163K -584 -28%
RFWA
2124
RPg Family Wealth Advisory
Massachusetts
$404K +$4.19K +15 +1%
PCI
2125
Planning Center Inc
Illinois
$403K -$221K -792 -30%
83 84
85
86 87