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Name Holding Trade Value Shares
Change 		Change in
Stake
MPG
3701
My Portfolio Guide
California
$308K +$271K +1,488 New
CTC
3702
Cetera Trust Company
Minnesota
$308K -$1.21M -6,643 -82%
S
3703
Steadtrust
Texas
$307K +$182 +1 +0.1%
LRIA
3704
Leonard Rickey Investment Advisors
Washington
$307K +$3.46K +19 +1%
BFS
3705
BridgePort Financial Solutions
Iowa
$306K +$3.28K +18 +1%
IWP
3706
IAG Wealth Partners
Wisconsin
$306K +$25.7K +141 +11%
PRP
3707
Peak Retirement Planning
Ohio
$306K +$270K +1,479 New
KW
3708
KWB Wealth
California
$306K – – –
MCFP
3709
Mallini Complete Financial Planning
Florida
$306K – – –
KCM
3710
KRS Capital Management
Michigan
$305K -$33.6K -184 -11%
RTC
3711
Riverview Trust Company
Washington
$305K -$8.57K -47 -3%
BRG
3712
Bay Rivers Group
Virginia
$304K -$9.12K -50 -3%
IF
3713
IRON Financial
Illinois
$304K -$23K -126 -8%
CWA
3714
Clarus Wealth Advisors
Arizona
$303K – – –
DIP
3715
Davis Investment Partners
North Carolina
$303K +$1.64K +9 +0.6%
IA
3716
IAM Advisory
Pennsylvania
$302K -$18.2K -100 -6%
OCM
3717
Objective Capital Management
Ohio
$302K +$266K +1,461 New
NC
3718
NewSquare Capital
Pennsylvania
$302K +$266K +1,458 New
HAS
3719
Horizon Advisory Services
New York
$301K +$266K +1,457 New
WA
3720
Waterford Advisors
New York
$301K +$9.12K +50 +4%
EWA
3721
Evolution Wealth Advisors
Florida
$300K +$14.4K +79 +6%
ZWA
3722
Zinnia Wealth Advisory
Florida
$300K -$115K -631 -30%
NC
3723
nVerses Capital
Florida
$300K +$264K +1,449 New
SIM
3724
SSI Investment Management
California
$299K – – –
CC
3725
Cypress Capital
Tennessee
$298K +$4.74K +26 +2%
147 148
149
150 151