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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
2126
Verus Financial Partners
Virginia
$236K -$53.9K -391 -18%
AMG
2127
Asset Management Group
Connecticut
$235K +$230K +1,670 New
CWA
2128
Carolina Wealth Advisors
South Carolina
$234K – – –
OBWP
2129
O'Brien Wealth Partners
Massachusetts
$234K -$276 -2 -0.1%
EDRIA
2130
Edmonds Duncan Registered Investment Advisors
Kansas
$234K +$229K +1,659 New
JFGIW
2131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K – – –
CFD
2132
Creative Financial Designs
Indiana
$233K +$828 +6 +0.4%
MCM
2133
Morton Capital Management
California
$233K +$228K +1,656 New
AFT
2134
Alpha Family Trust
California
$233K +$228K +1,655 New
FPWM
2135
FSB Premier Wealth Management
Iowa
$233K +$228K +1,651 New
LC
2136
Lincoln Capital
Nebraska
$233K +$228K +1,650 New
TP
2137
Tranquility Partners
Tennessee
$232K +$227K +1,648 New
CPWA
2138
Cerro Pacific Wealth Advisors
California
$232K +$227K +1,647 New
TWM
2139
Trinity Wealth Management
Pennsylvania
$232K +$227K +1,644 New
CCM
2140
Compton Capital Management
Rhode Island
$231K +$226K +1,640 New
CW
2141
Cook Wealth
North Carolina
$230K – – –
SCM
2142
Spreng Capital Management
Ohio
$230K +$225K +1,632 New
SC
2143
Schubert & Co
Texas
$229K -$19K -138 -8%
NC
2144
NBW Capital
Massachusetts
$229K +$224K +1,623 New
EW
2145
Evoke Wealth
California
$228K +$1.79K +13 +0.8%
PA
2146
Procyon Advisors
Connecticut
$228K -$29.5K -214 -12%
WDL
2147
Well Done LLC
Michigan
$228K +$223K +1,618 New
ASFA
2148
All Season Financial Advisors
Colorado
$228K -$9.93K -72 -4%
GPA
2149
Guerra Pan Advisors
New Jersey
$227K +$222K +1,613 New
AIS
2150
AM Investment Strategies
Tennessee
$227K +$223K +1,615 New
84 85
86
87 88