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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
3101
Clean Yield Group
Vermont
$80.1K – – –
MCI
3102
MRP Capital Investments
Georgia
$76K – – –
MSFP
3103
Mark Sheptoff Financial Planning
Connecticut
$75.7K -$45.4K -132 -41%
MCM
3104
MV Capital Management
Maryland
$72.3K – – –
RIAS
3105
Rachor Investment Advisory Services
Michigan
$72.2K +$1.72K +5 +2%
VWA
3106
Valued Wealth Advisors
Utah
$72.2K – – –
BC
3107
Bayforest Capital
United Kingdom
$71.3K -$100K -292 -58%
LAMC
3108
Longview Asset Management (California)
California
$71K – – –
MTI
3109
Merrithew & Thorsten Inc
California
$69K – – –
PP
3110
Pingora Partners
Wyoming
$67.6K -$68.8K -200 -50%
VFM
3111
Vision Financial Markets
Connecticut
$67.6K – – –
CAL
3112
Capital Advisors Ltd
Ohio
$67K -$66.8K -194 -50%
HNW
3113
High Note Wealth
Minnesota
$66.9K – – –
OCM
3114
Orion Capital Management
California
$65.9K – – –
AP
3115
Aspect Partners
Virginia
$65.7K – – –
BW
3116
Basepoint Wealth
Iowa
$64.9K +$30.6K +89 +86%
PF
3117
PlanVest Financial
Maryland
$63.5K +$64.7K +188 New
FCT
3118
First Community Trust
Iowa
$63.2K – – –
CSC
3119
Caldwell Sutter Capital
California
$62.9K – – –
SC
3120
Swan Capital
Florida
$62.2K -$14.8K -43 -19%
YP
3121
YANKCOM Partnership
South Dakota
$61.5K -$24.8K -72 -28%
BSB
3122
Bangor Savings Bank
Maine
$61.5K -$22K -64 -26%
DWM
3123
Dogwood Wealth Management
Kansas
$61.2K +$38.5K +112 +162%
Q1WB
3124
Quest 10 Wealth Builders
Virginia
$57.5K +$47.1K +137 +415%
KFA
3125
Kelleher Financial Advisors
New York
$57.2K -$91.5K -266 -51%