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