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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1776
Aufman Associates
Pennsylvania
$238K – – –
CG
1777
CFO4Life Group
Texas
$238K – – –
BO
1778
BRR OpCo
Ohio
$237K -$1.36M -6,104 -85%
IWN
1779
Independent Wealth Network
Iowa
$237K +$248K +1,112 New
TWM
1780
Tolleson Wealth Management
Texas
$236K -$26.5K -119 -10%
WQ
1781
Wealth Quarterback
New Jersey
$236K -$18.5K -83 -7%
RWA
1782
River Wealth Advisors
Pennsylvania
$236K +$24.8K +111 +12%
PCG
1783
Private Capital Group
Connecticut
$235K -$1.34K -6 -0.6%
SFA
1784
Souders Financial Advisors
Ohio
$234K +$20.5K +92 +9%
FMP
1785
Financial Management Professionals
Texas
$233K +$24.3K +109 +11%
TIA
1786
Tiemann Investment Advisors
California
$232K -$26.8K -120 -10%
CT
1787
Coastline Trust
Rhode Island
$232K +$2.23K +10 +1%
CWM
1788
Chesapeake Wealth Management
Virginia
$231K -$78.1K -350 -25%
VFPI
1789
Vantage Financial Partners (Illinois)
Illinois
$231K -$16.7K -75 -7%
SFWC
1790
Strategic Family Wealth Counselors
New Jersey
$231K – – –
RG
1791
Retirement Group
California
$231K +$54.4K +244 +30%
SW
1792
StrongBox Wealth
Missouri
$230K +$6.69K +30 +3%
NRI
1793
NFP Retirement Inc
California
$230K -$18.1K -81 -7%
BWM
1794
Birchcreek Wealth Management
Ohio
$229K +$44.6K +200 +24%
KMC
1795
Kirr Marbach & Co
Indiana
$228K – – –
SC
1796
Saybrook Capital
North Carolina
$228K – – –
CCB
1797
Cutter & Co Brokerage
Missouri
$227K -$132K -593 -37%
AIC
1798
Archer Investment Corporation
Indiana
$227K -$99.9K -448 -30%
BOH
1799
Bank of Hawaii
Hawaii
$226K -$1.11K -5 -0.5%
CFAM
1800
Center For Asset Management
Florida
$225K – – –
70 71
72
73 74