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Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
4251
Dominguez Wealth Management Solutions
Virginia
$239K +$13.4K +100 +6%
TWP
4252
Total Wealth Planning
Ohio
$238K – – –
OFS
4253
Oldfather Financial Services
Nebraska
$238K +$2.14K +16 +0.9%
ATIA
4254
American Trust Investment Advisors
New Hampshire
$238K +$251K +1,870 New
AFO
4255
Allie Family Office
Florida
$237K – – –
GG
4256
Gleason Group
Kentucky
$237K – – –
CCA
4257
Cadent Capital Advisors
Oklahoma
$237K -$2.41K -18 -1%
MCM
4258
McRae Capital Management
New Jersey
$236K -$67K -500 -21%
FNBSF
4259
First National Bank Sioux Falls
South Dakota
$236K – – –
SLT
4260
St Louis Trust
Missouri
$236K – – –
PFA
4261
Pathway Financial Advisors
Vermont
$236K +$249K +1,859 New
SC
4262
Stephens Consulting
Michigan
$236K +$2.01K +15 +0.8%
OBWP
4263
O'Brien Wealth Partners
Massachusetts
$236K – – –
TW
4264
Towerpoint Wealth
California
$235K +$1.21K +9 +0.5%
IFPL
4265
Investments & Financial Planning LLC
Kentucky
$233K +$938 +7 +0.4%
FEG
4266
Financial Enhancement Group
Indiana
$232K -$1.07K -8 -0.5%
MHB
4267
Midwest Heritage Bank
Iowa
$231K -$39.7K -296 -14%
CM
4268
Capital Management
Virginia
$231K -$26.8K -200 -10%
KLWA
4269
Kelly Lawrence W & Associates
California
$231K – – –
SBF
4270
Sara-Bay Financial
Florida
$230K -$2.41K -18 -1%
DP
4271
Divergent Planning
Maryland
$230K +$10.6K +79 +5%
EWM
4272
Endowment Wealth Management
Wisconsin
$230K +$16.9K +126 +7%
GPA
4273
Guidance Point Advisors
Massachusetts
$230K +$35.9K +268 +17%
TBNY
4274
Trustco Bank (New York)
New York
$228K – – –
3F
4275
360 Financial
Minnesota
$228K -$237K -1,772 -50%
169 170
171
172 173