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Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
2351
Householder Group Estate & Retirement Specialist
Arizona
$286K +$301K +3,528 New
RP
2352
Riverbridge Partners
Minnesota
$286K – – –
BWM
2353
Baron Wealth Management
Michigan
$285K -$58.4K -684 -16%
UF
2354
Univest Financial
Pennsylvania
$283K -$3.06M -35,816 -91%
AIM
2355
Aspen Investment Management
Michigan
$283K -$51.5K -603 -15%
IFPG
2356
Intrepid Financial Planning Group
Indiana
$283K -$4.7K -55 -2%
CWP
2357
Concord Wealth Partners
Virginia
$282K +$50.5K +591 +20%
WCA
2358
Westover Capital Advisors
Delaware
$281K -$143K -1,672 -32%
KLI
2359
Kelman-Lazarov Inc
Tennessee
$281K +$2.39K +28 +0.8%
BP
2360
Broadleaf Partners
Ohio
$281K -$4.7K -55 -2%
T
2361
TRUADVICE
Florida
$281K -$13.2K -155 -5%
TFGT
2362
TS Financial Group (TSFG)
Illinois
$279K +$26.3K +308 +10%
DRD
2363
Dennis R. Delaney
$279K -$727K -8,515 -71%
TFA
2364
Teamwork Financial Advisors
Texas
$279K +$36.2K +424 +14%
VCM
2365
Vivaldi Capital Management
Illinois
$279K +$11.8K +138 +4%
BOPW
2366
Brandywine Oak Private Wealth
Pennsylvania
$278K -$19.4K -227 -6%
ACA
2367
Ackerman Capital Advisors
Texas
$277K +$598 +7 +0.2%
FWP
2368
Firethorn Wealth Partners
Georgia
$276K +$64.9K +760 +29%
JWM
2369
Janiczek Wealth Management
Colorado
$276K +$213K +2,494 +273%
SSWM
2370
Strait & Sound Wealth Management
California
$276K -$42.5K -498 -13%
KA
2371
Kooman & Associates
Pennsylvania
$275K +$3.16K +37 +1%
KA
2372
Klingman & Associates
New York
$274K -$56.8K -665 -16%
LSA
2373
L & S Advisors
California
$274K -$8.54K -100 -3%
PCA
2374
Pallas Capital Advisors
Massachusetts
$274K -$3.97M -46,512 -93%
TVAMP
2375
Tennessee Valley Asset Management Partners
Tennessee
$274K +$18.9K +221 +7%
93 94
95
96 97