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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2651
Lakeshore Financial Planning
Michigan
$249K +$330 +3 +0.1%
FWA
2652
Flagship Wealth Advisors
Massachusetts
$248K +$176K +1,600 +274%
IP
2653
Ignite Planners
California
$248K -$30.1K -273 -11%
CCAM
2654
Cascades Capital Asset Management
North Carolina
$247K -$1.32K -12 -0.5%
JJBC
2655
James J. Burns & Company
New York
$247K -$35.6K -323 -13%
PCM
2656
Palisade Capital Management
New Jersey
$247K -$770K -6,990 -76%
CCM
2657
Conway Capital Management
California
$246K – – –
CS
2658
Capital Square
Tennessee
$246K -$4.85K -44 -2%
CA
2659
CSM Advisors
Pennsylvania
$246K -$2.78M -25,240 -92%
HB
2660
Horizon Bancorp
Indiana
$246K -$16.1K -146 -6%
AMG
2661
Advisors Management Group
Wisconsin
$246K -$5.62K -51 -2%
CFP
2662
Cascade Financial Partners
California
$246K -$2.2K -20 -0.9%
CHA
2663
Cooper/Haims Advisors
New York
$246K -$60.6K -550 -20%
MWM
2664
Maripau Wealth Management
Indiana
$245K +$238K +2,157 New
SAM
2665
S.A. Mason
Michigan
$245K – – –
BAG
2666
Bridgewealth Advisory Group
California
$245K -$1.1K -10 -0.5%
NRG
2667
Nemes Rush Group
Michigan
$245K -$5.95K -54 -2%
FA
2668
Fermata Advisors
California
$245K -$10.8K -98 -4%
NI
2669
Natural Investments
California
$244K +$236K +2,147 New
SPAS
2670
Spectrum Planning & Advisory Services
California
$244K +$220 +2 +0.1%
FGA
2671
Fortis Group Advisors
New Jersey
$244K +$551 +5 +0.2%
MFC
2672
Morris Financial Concepts
South Carolina
$243K -$12.1K -110 -5%
VH
2673
Visionary Horizons
Tennessee
$242K -$9.91K -90 -4%
AF
2674
Affiance Financial
Minnesota
$242K -$46.9K -426 -17%
WGS
2675
Washington Growth Strategies
District of Columbia
$241K – – –
105 106
107
108 109