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Name Holding Trade Value Shares
Change 		Change in
Stake
FOFP
1876
Fee-Only Financial Planning
South Carolina
$625K – – –
PIM
1877
Profit Investment Management
Maryland
$624K – – –
PW
1878
PUREfi Wealth
Massachusetts
$624K +$694K +1,402 New
BFF
1879
Byrne Financial Freedom
Massachusetts
$623K +$694K +1,402 New
CAGAS
1880
Capital Advisory Group Advisory Services
Minnesota
$623K +$90.1K +182 +15%
HWA
1881
Heritage Wealth Advisors
Virginia
$623K -$74.8K -151 -10%
RIA
1882
Regal Investment Advisors
Michigan
$622K +$8.91K +18 +1%
RSA
1883
River Street Advisors
Illinois
$621K -$5.94K -12 -0.9%
TBWA
1884
Three Bridge Wealth Advisors
California
$621K +$4.46K +9 +0.6%
CH
1885
Cromwell Holdings
Wyoming
$621K +$96.5K +195 +16%
BFG
1886
Birch Financial Group
New Hampshire
$620K +$690K +1,393 New
SEIA
1887
Signature Estate & Investment Advisors
California
$619K -$19.8K -40 -3%
PWAM
1888
Pinnacle West Asset Management
Wyoming
$614K +$7.43K +15 +1%
RT
1889
Rockland Trust
Massachusetts
$613K +$109K +221 +19%
KA
1890
KLCM Advisors
Wisconsin
$611K -$594K -1,200 -47%
CWG
1891
Crown Wealth Group
North Carolina
$611K +$36.1K +73 +6%
EAM
1892
Empirical Asset Management
Massachusetts
$611K -$260K -526 -28%
UIM
1893
Unified Investment Management
Georgia
$611K +$680K +1,373 New
MAM
1894
MWA Asset Management
Massachusetts
$610K -$12.9K -26 -2%
SSW
1895
Smith Shellnut Wilson
Mississippi
$609K – – –
PWA
1896
Phoenix Wealth Advisors
North Carolina
$609K +$3.96K +8 +0.6%
CF
1897
Convergence Financial
Missouri
$608K -$15.3K -31 -2%
RZH
1898
Relyea Zuckerberg Hanson
Connecticut
$607K +$98.5K +199 +17%
CA
1899
Claro Advisors
Massachusetts
$607K +$18.8K +38 +3%
FA
1900
Fermata Advisors
California
$607K +$207K +419 +44%
74 75
76
77 78