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Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
4501
Harbor Asset Planning
Massachusetts
$27.9K – – –
CIAS
4502
CBIZ Investment Advisory Services
Ohio
$27.8K – – –
CG
4503
Curat Global
New Hampshire
$27.2K – – –
FG
4504
Fairman Group
Pennsylvania
$25.2K +$321 +1 +1%
CWA
4505
Carolina Wealth Advisors
South Carolina
$24.4K – – –
SFS
4506
Sunrise Financial Services
Washington
$23.3K – – –
TM
4507
Torren Management
California
$22.7K +$321 +1 +2%
PMIM
4508
Prudent Man Investment Management
Colorado
$22.1K – – –
SG
4509
Sankala Group
Colorado
$20.8K +$3.21K +10 +21%
PWM
4510
Peterson Wealth Management
Nevada
$20.4K +$9.63K +30 +103%
SRCM
4511
Signature Resources Capital Management
California
$19.2K -$4.17K -13 -19%
VERPA
4512
Virginia Estate & Retirement Planning Advisors
Virginia
$19.2K – – –
SWA
4513
Strategic Wealth Advisors
Arizona
$19K +$7.38K +23 +70%
BA
4514
Bard Associates
Illinois
$18.9K +$17.7K +55 New
QWM
4515
Quaker Wealth Management
New Jersey
$18.5K -$19.9K -62 -53%
IW
4516
Imprint Wealth
South Carolina
$17.8K -$2.89K -9 -15%
MS
4517
Monetary Solutions
Ohio
$17.8K – – –
RFG
4518
REAP Financial Group
Texas
$17.2K +$16.1K +50 New
MG
4519
MilWealth Group
Wisconsin
$16.5K – – –
HRC
4520
Hoertkorn Richard Charles
$15.8K – – –
MAFA
4521
MJT & Associates Financial Advisory
Minnesota
$14.4K -$1.93K -6 -13%
MTI
4522
Merrithew & Thorsten Inc
California
$14K – – –
BC
4523
Broadwater Capital
Massachusetts
$13.7K – – –
CMBA
4524
C.M. Bidwell & Associates
Hawaii
$13.7K – – –
CWM
4525
Cranbrook Wealth Management
Michigan
$13.7K -$3.21K -10 -20%
179 180
181
182 183