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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2926
Financial Perspectives
Minnesota
$256K -$111K -1,800 -30%
AFA
2927
Allium Financial Advisors
Oregon
$256K +$255K +4,141 New
WCA
2928
Westover Capital Advisors
Delaware
$255K +$39.7K +645 +18%
PP
2929
PrairieView Partners
Minnesota
$255K +$9.3K +151 +4%
NI
2930
NDVR Inc
Massachusetts
$255K -$9.73K -158 -4%
FFL
2931
Financial Freedom LLC
Ohio
$255K +$1.29K +21 +0.5%
FFWM
2932
Future Financial Wealth Management
Ohio
$254K – – –
HIG
2933
Heritage Investment Group
Florida
$254K +$2.77K +45 +1%
VFG
2934
Victory Financial Group
Texas
$254K +$252K +4,100 New
VR
2935
Valued Retirements
Texas
$253K +$123 +2 +0%
EFL
2936
ERn Financial LLC
Wisconsin
$253K -$28.7K -466 -10%
HAS
2937
Holland Advisory Services
Florida
$253K +$493 +8 +0.2%
MSFP
2938
Mark Sheptoff Financial Planning
Connecticut
$253K – – –
AL
2939
ACAS LLC
California
$252K -$63.2K -1,026 -19%
LSC
2940
Lesa Sroufe & Co
Washington
$252K +$252K +4,087 New
CFO
2941
Custos Family Office
Texas
$252K +$25.7K +417 +11%
BL
2942
Balentine LLC
Georgia
$252K -$61.6K -1,000 -20%
WP
2943
WealthPLAN Partners
Nebraska
$251K +$5.79K +94 +2%
LBC
2944
Leigh Baldwin & Co
New York
$251K -$58.9K -956 -19%
BB
2945
Burford Brothers
Texas
$249K +$3.88K +63 +2%
HFS
2946
Hopwood Financial Services
Virginia
$249K -$14.3K -233 -5%
GWA
2947
Gratus Wealth Advisors
Virginia
$249K – – –
MAG
2948
M3 Advisory Group
Massachusetts
$249K -$183K -2,980 -42%
FWMP
2949
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$249K +$248K +4,029 New
TCOO
2950
Trust Company of Oklahoma
Oklahoma
$248K -$4.62K -75 -2%
116 117
118
119 120