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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3076
Talisman Wealth Advisors
New Jersey
$269K +$241K +957 New
RWA
3077
Roberts Wealth Advisors
California
$269K -$78.1K -310 -24%
BBA
3078
Braun-Bostich & Associates
Pennsylvania
$269K -$2.02K -8 -0.8%
PFA
3079
Perryman Financial Advisory
Texas
$269K +$7.81K +31 +3%
WW
3080
Wright Wealth
Georgia
$269K +$4.03K +16 +2%
RWS
3081
RASP Wealth Solutions
Indiana
$269K +$241K +956 New
CWA
3082
Consilium Wealth Advisory
Texas
$269K +$9.83K +39 +4%
QA
3083
Quattro Advisors
Pennsylvania
$268K +$240K +954 New
RCM
3084
Richardson Capital Management
Wisconsin
$268K -$9.83K -39 -4%
SM
3085
Sensible Money
Arizona
$268K +$240K +951 New
SG
3086
Sharper & Granite
California
$267K -$35.3K -140 -13%
LK
3087
Lumbard & Kellner
New Hampshire
$267K – – –
OSNBOA
3088
Old Second National Bank of Aurora
Illinois
$267K – – –
BWM
3089
Bluebird Wealth Management
Massachusetts
$267K +$16.9K +67 +8%
PFA
3090
Pinnacle Family Advisors
Missouri
$267K -$24.2K -96 -9%
HWA
3091
Heartwood Wealth Advisors
Virginia
$266K – – –
FFG
3092
First Financial Group
North Carolina
$266K -$10.1K -40 -4%
MCA
3093
Maryland Capital Advisors
Maryland
$266K +$238K +946 New
PAM
3094
PVG Asset Management
Colorado
$266K +$238K +946 New
RCG
3095
Regatta Capital Group
California
$266K – – –
FH
3096
Financial Harvest
Florida
$266K -$1.26K -5 -0.5%
FNBOH
3097
First National Bank of Hutchinson
Kansas
$265K -$584K -2,317 -71%
WF
3098
Williams Financial
Vermont
$265K – – –
SPA
3099
Shore Point Advisors
New Jersey
$265K -$4.54K -18 -2%
HWMG
3100
Hurlow Wealth Management Group
Indiana
$263K +$6.3K +25 +3%
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