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Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1301
Houlihan Financial Resource Group
Virginia
$300K -$16.8K -60 -5%
WA
1302
WBH Advisory
Maryland
$297K -$15.9K -57 -5%
LIM
1303
Loudon Investment Management
New Hampshire
$297K – – –
FPCP
1304
Fort Point Capital Partners
California
$296K +$59.7K +214 +26%
BI
1305
Ballast Inc
Kentucky
$296K – – –
BWM
1306
BCS Wealth Management
Tennessee
$295K – – –
DP
1307
Denver PWM
Colorado
$295K – – –
KA
1308
Kozak & Associates
Colorado
$294K -$32.4K -116 -10%
LA
1309
Legacy Advisors
Pennsylvania
$293K +$290K +1,038 New
AFO
1310
Arrowroot Family Office
California
$292K +$290K +1,039 New
CAL
1311
Capital Advisors Ltd
Ohio
$292K +$558 +2 +0.2%
SQA
1312
Simon Quick Advisors
New Jersey
$292K +$838 +3 +0.3%
RA
1313
RFG Advisory
Alabama
$291K +$67K +240 +30%
BFC
1314
Bedel Financial Consulting
Indiana
$290K -$3.63K -13 -1%
TF
1315
Tudor Financial
Ohio
$290K – – –
TPI
1316
Trust Point Inc
Wisconsin
$289K +$1.95K +7 +0.7%
RPWA
1317
Regent Peak Wealth Advisors
Georgia
$288K -$24.8K -89 -8%
WFAG
1318
Worth Financial Advisory Group
North Carolina
$288K -$11.7K -42 -4%
ISWM
1319
Independent Solutions Wealth Management
New York
$287K -$1.95K -7 -0.7%
MHR
1320
Matthew Hamilton Rosenberg
$286K -$5.03K -18 -2%
HPM
1321
Hudson Portfolio Management
New York
$284K – – –
QPWM
1322
Quadrant Private Wealth Management
Pennsylvania
$283K -$6.42K -23 -2%
RW
1323
Rede Wealth
Virginia
$283K +$1.4K +5 +0.5%
FMLI
1324
Fukoku Mutual Life Insurance
Japan
$283K -$70.9K -254 -20%
FSBI
1325
Fearless Solutions (Best Invest)
Texas
$283K +$281K +1,006 New
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