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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2076
Sterling Financial Planning
New Jersey
$732K -$258 -1 -0%
AAIM
2077
Asset Advisors Investment Management
Georgia
$732K – – –
FMN
2078
Financial Management Network
California
$730K +$66.7K +259 +12%
WCFA
2079
Walkner Condon Financial Advisors
Wisconsin
$730K – – –
BIG
2080
Builder Investment Group
Georgia
$730K – – –
LA
2081
LM Advisors
California
$728K -$1.09M -4,230 -63%
AIS
2082
AM Investment Strategies
Tennessee
$728K +$3.35K +13 +0.5%
RWP
2083
Revolve Wealth Partners
New Jersey
$727K +$83K +322 +15%
DSN
2084
D. Scott Neal
Kentucky
$726K +$2.58K +10 +0.4%
BB
2085
Berkshire Bank
Massachusetts
$726K -$320K -1,242 -34%
OL
2086
OneFund LLC
Florida
$724K -$6.7K -26 -1%
MCM
2087
Magnolia Capital Management
New York
$724K – – –
BFA
2088
Brendel Financial Advisors
New Hampshire
$723K +$3.61K +14 +0.6%
BIA
2089
Bigelow Investment Advisors
Maine
$723K – – –
FWP
2090
Fiduciary Wealth Partners
Massachusetts
$722K +$627K +2,433 +14,312%
FIB
2091
First Interstate Bank
Montana
$722K -$25.2K -98 -4%
EWA
2092
Emergent Wealth Advisors
New York
$720K +$35.6K +138 +6%
WOSD
2093
WFA of San Diego
California
$720K +$629K +2,441 New
UAS
2094
United Asset Strategies
New York
$718K +$515 +2 +0.1%
Foster Group
2095
Foster Group
Iowa
$718K +$12.6K +49 +2%
WFAG
2096
Wescott Financial Advisory Group
Pennsylvania
$718K +$3.61K +14 +0.6%
LWM
2097
Lyell Wealth Management
California
$717K +$136K +528 +28%
TCWA
2098
Turtle Creek Wealth Advisors
Texas
$717K +$627K +2,434 New
NFP
2099
Narus Financial Partners
Utah
$716K +$10.8K +42 +2%
FOA
2100
Five Oceans Advisors
California
$713K -$4.12K -16 -0.7%