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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2426
New England Capital Financial Advisors
Connecticut
$260K -$10.6K -100 -4%
JSA
2427
Jim Saulnier & Associates
Colorado
$260K -$31.5K -298 -10%
FF
2428
Francis Financial
$258K -$14.1K -133 -5%
SIC
2429
Sage Investment Counsel
Tennessee
$258K – – –
CG
2430
Curat Global
New Hampshire
$257K +$131K +1,235 +86%
DW
2431
Dodds Wealth
Colorado
$257K -$106 -1 -0%
FF
2432
Friday Financial
Iowa
$257K +$634 +6 +0.2%
EFG
2433
Everest Financial Group
Minnesota
$256K +$87.2K +825 +45%
FWM
2434
Fonville Wealth Management
Virginia
$255K +$44.7K +423 +19%
DCM
2435
Dudley Capital Management
Virginia
$255K – – –
TWM
2436
TRB Wealth Management
Texas
$254K +$279K +2,637 New
TWM
2437
Tradition Wealth Management
Minnesota
$254K +$11.1K +105 +4%
DFS
2438
Dixon Fnancial Services
California
$254K – – –
EWA
2439
Encompass Wealth Advisors
Oregon
$254K -$47.5K -449 -15%
VC
2440
Vicus Capital
Pennsylvania
$253K -$41.3K -391 -13%
PAM
2441
Peninsula Asset Management
Florida
$253K – – –
PMG
2442
ProVise Management Group
Florida
$253K -$4.44K -42 -2%
KCIA
2443
Kingsbury Capital Investment Advisors
Illinois
$253K +$277K +2,621 New
TCM
2444
Tradewinds Capital Management
Washington
$252K -$1.69K -16 -0.6%
4A
2445
4Wealth Advisors
Illinois
$252K -$6.02K -57 -2%
RWA
2446
Redhawk Wealth Advisors
Minnesota
$252K -$5.71K -54 -2%
BOM
2447
Bank of Marin
California
$252K +$59.7K +565 +28%
AC
2448
Avenir Corporation
Virginia
$251K -$3.91K -37 -1%
AGAM
2449
Audent Global Asset Management
California
$251K -$612K -5,792 -69%
AWM
2450
Aviso Wealth Management
Washington
$251K -$51.6K -488 -16%
96 97
98
99 100