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Name Holding Trade Value Shares
Change
Change in
Stake
HAC
2751
Harbor Advisory Corp
New Hampshire
$224K +$214K +671 New
WA
2752
Wealthstream Advisors
New York
$224K +$214K +670 New
GA
2753
GoalVest Advisory
New York
$224K -$90K -282 -30%
CPRC
2754
Consolidated Portfolio Review Corp
New York
$223K +$213K +668 New
MFC
2755
Morris Financial Concepts
South Carolina
$223K +$213K +667 New
M1FG
2756
Mach-1 Financial Group
Arkansas
$223K -$60.3K -189 -22%
FYW
2757
Future You Wealth
New York
$223K +$213K +666 New
LFP
2758
Leeward Financial Partners
Washington
$223K +$213K +666 New
PCP
2759
Panoramic Capital Partners
Oregon
$223K +$213K +666 New
RiverFront Investment Group
2760
RiverFront Investment Group
Virginia
$223K +$213K +666 New
SA
2761
Stewardship Advisors
Pennsylvania
$222K +$212K +664 New
EAM
2762
Empirical Asset Management
Massachusetts
$222K +$212K +664 New
AWA
2763
Aletheian Wealth Advisors
Washington
$221K +$211K +660 New
EA
2764
Echo45 Advisors
California
$220K +$211K +660 New
VHAM
2765
Van Hulzen Asset Management
California
$219K +$209K +656 New
FBC
2766
Fairfield, Bush & Co
Connecticut
$219K +$209K +655 New
BOSSRA
2767
B.O.S.S. Retirement Advisors
Utah
$219K -$4M -12,544 -95%
RA
2768
Resolute Advisors
California
$219K +$208K +653 New
DBRC
2769
D.B. Root & Company
Pennsylvania
$218K +$208K +653 New
DAS
2770
DMKC Advisory Services
Iowa
$218K +$208K +652 New
MCM
2771
Monarch Capital Management
Indiana
$218K +$207K +650 New
MWS
2772
MFA Wealth Services
California
$217K +$208K +651 New
SC
2773
Schiavi & Co
Delaware
$217K +$207K +648 New
KP
2774
Kitching Partners
Pennsylvania
$216K +$206K +647 New
RWP
2775
Ridgecrest Wealth Partners
California
$216K +$206K +647 New