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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCM
2701
Templeton & Phillips Capital Management
Tennessee
$232K -$5.73K -52 -2%
MA
2702
Maxele Advisors
Missouri
$232K -$3.85K -35 -2%
TPWA
2703
Twin Peaks Wealth Advisors
California
$232K +$3.52K +32 +2%
DWG
2704
Darden Wealth Group
Michigan
$231K -$36.9K -335 -14%
IFS
2705
Ifrah Financial Services
Arkansas
$231K – – –
FFC
2706
Frederick Financial Consultants
Maryland
$231K +$223K +2,028 New
PFGWM
2707
Price Financial Group Wealth Management
Oregon
$230K +$228K +2,066 New
NHT
2708
New Hampshire Trust
New Hampshire
$230K -$48.9K -444 -18%
TW
2709
Towerpoint Wealth
California
$230K -$21.7K -197 -9%
TIAM2
2710
Tru Independence Asset Management 2
Oregon
$230K – – –
IAG
2711
Investment Advisory Group
Massachusetts
$230K -$29.2K -265 -12%
AP
2712
Anchyra Partners
Georgia
$229K +$221K +2,009 New
BWA
2713
Basecamp Wealth Advisors
Washington
$229K +$221K +2,009 New
IPW
2714
Impact Partnership Wealth
Georgia
$228K +$3.08K +28 +1%
HCRE
2715
Hoya Capital Real Estate
Connecticut
$228K – – –
THL
2716
Tillman Hartley LLC
Colorado
$228K +$220K +2,002 New
RA
2717
Rubicon Advisors
California
$228K +$220K +2,000 New
MCG
2718
McCollum Christoferson Group
New York
$228K – – –
BI
2719
Bramshill Investments
Florida
$228K +$220K +2,000 New
MA
2720
MYDA Advisors
New York
$228K +$220K +2,000 New
NED
2721
Nancy E. Dempze
$228K +$220K +2,000 New
LW
2722
Livet Wealth
Utah
$227K +$220K +1,998 New
PA
2723
Planning Alternatives
Michigan
$227K +$15.6K +142 +8%
BBES
2724
Buffalo Business & Estate Services
New York
$227K +$220K +1,997 New
MPCG
2725
Matrix Private Capital Group
New York
$227K -$24.8K -225 -10%
107 108
109
110 111