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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
2601
Baxter Bros Inc
Connecticut
$230K -$103K -901 -31%
TFA
2602
Trinity Financial Advisors
Ohio
$230K +$229 +2 +0.1%
VAF
2603
Values Added Financial
District of Columbia
$229K +$1.15K +10 +0.5%
LD
2604
Lipe & Dalton
New York
$229K
BFC
2605
Bedel Financial Consulting
Indiana
$229K +$3.1K +27 +1%
VCM
2606
Virtue Capital Management
Tennessee
$228K -$104K -909 -30%
PWA
2607
Prairie Wealth Advisors
Nebraska
$228K +$230K +2,004 New
FFA
2608
Florida Financial Advisors
Florida
$228K +$2.18K +19 +1%
WCM
2609
Wisconsin Capital Management
Wisconsin
$227K
LI
2610
Lafayette Investments
Maryland
$227K
FPWM
2611
FSB Premier Wealth Management
Iowa
$226K +$115 +1 +0.1%
DAC
2612
Dividend Assets Capital
South Carolina
$226K +$27.7K +242 +14%
ISB
2613
Iowa State Bank
Iowa
$225K -$40.6K -354 -15%
HWM
2614
Hemington Wealth Management
Virginia
$225K -$37.8K -330 -14%
KCIC
2615
Kuhn & Co Investment Counsel
Illinois
$225K -$55.6K -485 -20%
PFG
2616
PAX Financial Group
Texas
$225K -$16.2K -141 -7%
SWM
2617
Shelton Wealth Management
Texas
$224K -$1.83K -16 -0.8%
BIA
2618
Bigelow Investment Advisors
Maine
$224K -$2.41K -21 -1%
RWMH
2619
Riverpoint Wealth Management Holdings
Illinois
$223K +$1.15K +10 +0.5%
SWM
2620
Shakespeare Wealth Management
Wisconsin
$223K
OAJ
2621
Ogorek Anthony Joseph
New York
$223K
RCA
2622
Riverview Capital Advisers
Massachusetts
$223K +$3.9K +34 +2%
EA
2623
Echo45 Advisors
California
$222K -$3.32K -29 -1%
4WM
2624
49 Wealth Management
Texas
$222K +$6.42K +56 +3%
RWP
2625
Revolve Wealth Partners
New Jersey
$222K +$13.3K +116 +6%