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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3626
TrueWealth Advisors
Alabama
$272K +$1.63K +4 +0.6%
KFG
3627
Kelly Financial Group
Connecticut
$272K +$285K +698 New
FFWA
3628
Forthright Family Wealth Advisory
Texas
$271K – – –
HWM
3629
Hobbs Wealth Management
Indiana
$271K +$284K +696 New
CAM
3630
CenterStar Asset Management
Illinois
$271K +$284K +696 New
SA
3631
Skyline Advisors
Washington
$270K -$29K -71 -9%
BIA
3632
BHK Investment Advisors
Alabama
$270K -$20K -49 -7%
IAG
3633
Investment Advisory Group
Massachusetts
$270K +$2.04K +5 +0.7%
APW
3634
Aurora Private Wealth
New Jersey
$270K +$3.27K +8 +1%
KCIC
3635
Kuhn & Co Investment Counsel
Illinois
$270K – – –
RAM
3636
Riggs Asset Management
Pennsylvania
$269K -$34.7K -85 -11%
IDBONY
3637
Israel Discount Bank of New York
New York
$269K +$409 +1 +0.1%
PP
3638
Postrock Partners
Oregon
$268K +$282K +690 New
MRP
3639
Measured Risk Portfolios
California
$268K +$281K +688 New
WF
3640
Whelan Financial
California
$268K +$65K +159 +30%
VFPW
3641
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K -$2.04K -5 -0.7%
JCFM
3642
JBR Co Financial Management
Oklahoma
$266K +$20.4K +50 +8%
TPWA
3643
Twin Peaks Wealth Advisors
California
$266K +$24.5K +60 +10%
MAM
3644
Milestone Asset Management
Pennsylvania
$266K -$3.27K -8 -1%
FC
3645
Fairscale Capital
New Hampshire
$265K – – –
VC
3646
Veery Capital
Delaware
$264K +$277K +678 New
MSWMA
3647
Market Street Wealth Management Advisors
Indiana
$264K +$16.3K +40 +6%
TFA
3648
Teamwork Financial Advisors
Texas
$264K +$2.45K +6 +0.9%
PPWM
3649
Perissos Private Wealth Management
Oklahoma
$263K -$40K -98 -13%
BWA
3650
BlueSky Wealth Advisors
North Carolina
$263K – – –
144 145
146
147 148