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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2401
InTrack Investment Management
Vermont
$856K +$350K +1,025 +70%
BWG
2402
Boomfish Wealth Group
Georgia
$854K +$2.73K +8 +0.3%
BF
2403
Brogan Financial
Tennessee
$853K +$2.73K +8 +0.3%
OA
2404
Operose Advisors
Wisconsin
$853K -$57.3K -168 -6%
LAS
2405
Lloyd Advisory Services
Georgia
$852K -$1.24M -3,635 -59%
WMA
2406
Wealth Management Associates
New Jersey
$851K – – –
CA
2407
Centerpoint Advisors
Massachusetts
$851K +$341 +1 +0%
CCT
2408
Capital City Trust
Florida
$850K -$7.85K -23 -0.9%
GA
2409
Goldstein Advisors
Wisconsin
$849K -$46.1K -135 -5%
CFS
2410
Commonwealth Financial Services
West Virginia
$849K -$32.7K -96 -4%
BBNB
2411
Baker Boyer National Bank
Washington
$849K -$172K -505 -17%
NSB
2412
Norway Savings Bank
Maine
$849K -$106K -310 -11%
WA
2413
WealthTrust Axiom
Pennsylvania
$846K – – –
TWA
2414
Talisman Wealth Advisors
New Jersey
$844K +$22.9K +67 +3%
NFG
2415
Nadler Financial Group
Illinois
$841K – – –
LA
2416
LM Advisors
California
$841K -$1.02K -3 -0.1%
DBG
2417
De Burlo Group
Massachusetts
$840K – – –
FPW
2418
Flagship Private Wealth
Massachusetts
$837K – – –
WWC
2419
Waypoint Wealth Counsel
Georgia
$836K -$17.1K -50 -2%
MA
2420
MBA Advisors
Pennsylvania
$836K +$12.6K +37 +2%
AWS
2421
Aspen Wealth Strategies
Colorado
$836K -$17.1K -50 -2%
DFA
2422
Davies Financial Advisors
California
$836K +$4.43K +13 +0.5%
JCM
2423
Jacobsen Capital Management
Utah
$834K -$21.1K -62 -2%
PCMC
2424
Private Capital Management (Colorado)
Colorado
$833K -$15.7K -46 -2%
WDL
2425
Well Done LLC
Michigan
$832K -$11.6K -34 -1%
95 96
97
98 99