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Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1726
Boston Research & Management
Massachusetts
$230K +$204K +1,300 New
PCI
1727
Planning Center Inc
Illinois
$229K +$203K +1,293 New
HCM
1728
Hollencrest Capital Management
California
$228K -$4.71K -30 -2%
LWP
1729
LeClair Wealth Partners
Ohio
$228K +$202K +1,286 New
DC
1730
DeDora Capital
California
$228K +$202K +1,286 New
MFG
1731
Monte Financial Group
Connecticut
$227K +$202K +1,284 New
WB
1732
Webster Bank
Connecticut
$227K -$72K -459 -26%
IWA
1733
IVC Wealth Advisors
Pennsylvania
$227K +$201K +1,282 New
WDC
1734
Woodward Diversified Capital
California
$227K -$69.4K -442 -26%
CWD
1735
Clarity Wealth Development
Oregon
$226K +$201K +1,283 New
DCM
1736
Donaldson Capital Management
Indiana
$226K -$8.32K -53 -4%
SAA
1737
Southeast Asset Advisors
Georgia
$226K +$200K +1,277 New
CFO
1738
CVA Family Office
Colorado
$226K +$113K +722 +130%
AAP
1739
Arax Advisory Partners
Colorado
$225K +$158K +1,006 +377%
CA
1740
Continuum Advisory
Idaho
$225K -$40K -255 -17%
ZF
1741
Zhang Financial
Michigan
$225K -$41.7K -266 -17%
UAML
1742
US Asset Management LLC
Pennsylvania
$225K +$200K +1,274 New
BCP
1743
Berkeley Capital Partners
Georgia
$225K +$199K +1,271 New
ZIC
1744
ZWJ Investment Counsel
Georgia
$225K +$199K +1,269 New
RS
1745
Retirement Solution
Washington
$224K -$319K -2,035 -62%
1IA
1746
1834 Investment Advisors
Wisconsin
$224K +$199K +1,265 New
IIA
1747
IPG Investment Advisors
California
$223K +$198K +1,260 New
TCM
1748
Telos Capital Management
California
$223K +$198K +1,259 New
AWMNH
1749
Arcadia Wealth Management (New Hampshire)
New Hampshire
$223K +$198K +1,259 New
CHP
1750
Cable Hill Partners
Oregon
$223K +$197K +1,258 New
68 69
70
71 72