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Name Holding Trade Value Shares
Change
Change in
Stake
JMF
2676
Johnson Midwest Financial
Iowa
$153K +$5.7K +103 +4%
CPC
2677
Consolidated Planning Corp
Georgia
$153K +$157K +2,837 New
HFS
2678
Horizon Financial Services
North Carolina
$151K -$9.68K -175 -6%
DOA
2679
D'Orazio & Associates
Virginia
$149K +$65.5K +1,185 +75%
TVWM
2680
Tower View Wealth Management
Wisconsin
$146K +$61.7K +1,116 +70%
DFCM
2681
Dark Forest Capital Management
Puerto Rico
$145K -$620K -11,209 -81%
GPA
2682
Guidance Point Advisors
Massachusetts
$145K +$149K +2,692 New
CA
2683
Centerpoint Advisors
Massachusetts
$135K -$106K -1,921 -43%
EWA
2684
Evolution Wealth Advisors
Florida
$129K +$85.4K +1,544 +184%
FA
2685
Financial Advantage
Maryland
$128K -$46.9K -848 -26%
DI
2686
Disciplined Investments
Oklahoma
$128K -$2.05K -37 -2%
HWMA
2687
Heritage Wealth Management (Arizona)
Arizona
$126K -$10.3K -187 -7%
SCA
2688
Stuart Chaussee & Associates
California
$123K – – –
CPA
2689
Cowen Prime Advisors
New York
$122K – – –
SQA
2690
Simon Quick Advisors
New Jersey
$120K -$66.2K -1,196 -35%
SL
2691
Savior LLC
Massachusetts
$119K -$25.6K -462 -17%
IWMWV
2692
Ironwood Wealth Management (West Virginia)
West Virginia
$117K – – –
NOI
2693
Newton One Investments
Delaware
$111K – – –
POIA
2694
Pin Oak Investment Advisors
Texas
$111K – – –
LF
2695
Lee Financial
Texas
$110K -$15.1K -273 -12%
CH
2696
Canton Hathaway
Rhode Island
$108K -$1.69M -30,526 -94%
TC
2697
Tacita Capital
Ontario, Canada
$108K – – –
TCM
2698
TD Capital Management
Tennessee
$108K +$10.3K +187 +10%
AFS
2699
Annapolis Financial Services
Maryland
$106K -$23.8K -430 -18%
TFIPS
2700
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K – – –