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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3576
Gordian Advisors
Arizona
$244K – – –
WAM
3577
Worth Asset Management
Texas
$243K +$26.7K +175 +12%
IF
3578
IRON Financial
Illinois
$243K -$6.4K -42 -3%
TPWA
3579
Twin Peaks Wealth Advisors
California
$243K +$202K +1,329 New
CAM
3580
Clark Asset Management
New Hampshire
$242K +$26.2K +172 +12%
LIA
3581
LifePlan Investment Advisors
North Carolina
$241K -$609 -4 -0.3%
MWA
3582
Martel Wealth Advisors
Washington
$241K – – –
HWM
3583
Heirloom Wealth Management
Colorado
$241K +$4.72K +31 +2%
HHAA
3584
Henry H. Armstrong Associates
Pennsylvania
$241K – – –
MWM
3585
MBE Wealth Management
Wisconsin
$240K -$1.07K -7 -0.4%
RW
3586
Rockport Wealth
Ohio
$240K +$240K +1,575 New
AFC
3587
AFT Forsyth & Company
Florida
$240K -$17.5K -115 -7%
NFG
3588
Nadler Financial Group
Illinois
$239K +$1.07K +7 +0.4%
BT
3589
Banque Transatlantique
France
$239K -$257K -1,687 -52%
DWA
3590
Delos Wealth Advisors
Texas
$239K -$5.94K -39 -2%
RA
3591
Rise Advisors
New York
$239K -$24.8K -163 -9%
PWS
3592
Pursuit Wealth Strategies
North Carolina
$239K +$239K +1,566 New
LC
3593
Landaas & Company
Wisconsin
$238K – – –
BFS
3594
Boyer Financial Services
California
$238K +$233K +1,529 New
HCM
3595
Hilton Capital Management
New York
$238K +$1.83K +12 +0.8%
QCIG
3596
Quad-Cities Investment Group
Iowa
$238K +$152 +1 +0.1%
4WM
3597
4J Wealth Management
Virginia
$238K – – –
IA
3598
IAM Advisory
Pennsylvania
$238K +$16.6K +109 +8%
BIM
3599
Bullseye Investment Management
Ohio
$238K -$40.8K -268 -15%
PSB
3600
Passumpsic Savings Bank
Vermont
$238K +$237K +1,559 New
142 143
144
145 146