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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2676
City State Bank
Iowa
$241K +$330 +3 +0.1%
PFA
2677
Presper Financial Architects
Ohio
$241K – – –
RA
2678
Riversedge Advisors
Delaware
$241K +$233K +2,117 New
FC
2679
Financial Council
Maryland
$240K -$1.87K -17 -0.8%
RCP
2680
Rothschild Capital Partners
New York
$239K -$199K -1,805 -46%
AU
2681
AlphaGrep UK
$239K +$232K +2,105 New
PMIA
2682
Patrick Mauro Investment Advisor
Illinois
$239K – – –
CA
2683
Centerpoint Advisors
Massachusetts
$238K -$53K -481 -19%
PFG
2684
Prosperity Financial Group
California
$238K +$27.2K +247 +13%
AWP
2685
Atlas Wealth Partners
Pennsylvania
$238K -$3.3K -30 -1%
AOWM
2686
Asset One Wealth Management
Washington
$238K +$250K +2,274 New
MFG
2687
Monte Financial Group
Connecticut
$237K -$4.85K -44 -2%
GWM
2688
Greenhouse Wealth Management
Connecticut
$236K -$99.7K -905 -30%
CWMP
2689
Clarion Wealth Managment Partners
Virginia
$236K – – –
VWA
2690
VSM Wealth Advisory
Maryland
$235K -$110 -1 -0%
RFA
2691
Resurgent Financial Advisors
Georgia
$234K -$4.74K -43 -2%
FAM
2692
Flaharty Asset Management
Florida
$234K +$227K +2,059 New
AFW
2693
Avantra Family Wealth
Pennsylvania
$234K -$61.3K -557 -21%
SWTS
2694
Stonehaven Wealth & Tax Solutions
Wisconsin
$233K -$142K -1,285 -39%
BOM
2695
Bank of Marin
California
$233K – – –
KIG
2696
Kennedy Investment Group
New Jersey
$233K -$16.3K -148 -7%
ABWM
2697
Alpine Bank Wealth Management
Colorado
$232K -$21.9K -199 -9%
TPCM
2698
Templeton & Phillips Capital Management
Tennessee
$232K -$5.73K -52 -2%
MA
2699
Maxele Advisors
Missouri
$232K -$3.85K -35 -2%
TPWA
2700
Twin Peaks Wealth Advisors
California
$232K +$3.52K +32 +2%
106 107
108
109 110