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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2726
Atala Financial
California
$221K +$226K +1,957 New
BOSSRA
2727
B.O.S.S. Retirement Advisors
Utah
$221K +$226K +1,956 New
HPM
2728
Hoxton Planning & Management
West Virginia
$220K -$2.66K -23 -1%
WCM
2729
Winthrop Capital Management
Indiana
$220K +$231 +2 +0.1%
BWM
2730
Biltmore Wealth Management
Arizona
$220K +$1.04K +9 +0.5%
MCA
2731
Millennium Capital Advisors
Arkansas
$219K -$510K -4,410 -69%
FWI
2732
Facet Wealth Inc
Maryland
$219K -$16.4K -142 -8%
BIA
2733
Bigelow Investment Advisors
Maine
$219K -$1.16K -10 -0.5%
JIP
2734
Jaffetilchin Investment Partners
Florida
$218K +$40.7K +352 +22%
NFA
2735
Northern Financial Advisors
Michigan
$218K -$53.3K -461 -19%
GPFA
2736
Game Plan Financial Advisors
Ohio
$218K – – –
NBWM
2737
North Berkeley Wealth Management
California
$218K +$223K +1,929 New
FCFC
2738
First Citizens Financial Corp
Iowa
$218K +$13.3K +115 +6%
MFF
2739
Michels Family Financial
Texas
$218K +$223K +1,927 New
LAS
2740
LWM Advisory Services
Florida
$218K – – –
SFG
2741
Sunburst Financial Group
Alabama
$218K -$17.3K -150 -7%
RCA
2742
Riverview Capital Advisers
Massachusetts
$218K – – –
WAG
2743
Windsor Advisory Group
Ohio
$217K -$14.4K -125 -6%
LF
2744
LifeSteps Financial
California
$217K – – –
BIA
2745
Barry Investment Advisors
Massachusetts
$217K -$26K -225 -10%
TC
2746
TFR Capital
Texas
$217K +$222K +1,920 New
MKW
2747
Mullaney, Keating & Wright
Connecticut
$217K – – –
ISB
2748
Iowa State Bank
Iowa
$216K – – –
PGA
2749
Portland Global Advisors
Maine
$216K – – –
SCM
2750
SOL Capital Management
Maryland
$216K – – –