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Name Holding Trade Value Shares
Change
Change in
Stake
NWA
2401
New World Advisors
Massachusetts
$214K +$198K +1,310 New
FFA
2402
Florida Financial Advisors
Florida
$214K +$227K +1,505 New
ZIMP
2403
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$197K +1,307 New
MCCA
2404
Mill Creek Capital Advisors
Pennsylvania
$213K -$33.2K -220 -14%
MPW
2405
MA Private Wealth
California
$213K +$197K +1,303 New
MPI
2406
Mairs & Power Inc
Minnesota
$213K +$197K +1,302 New
CP
2407
Castleview Partners
Texas
$213K +$60.6K +401 +45%
BF
2408
Blankinship & Foster
California
$212K +$196K +1,299 New
TCMP
2409
Thrive Capital Management (Pennsylvania)
Pennsylvania
$212K +$196K +1,298 New
NRC
2410
New Republic Capital
North Carolina
$212K +$196K +1,298 New
DA
2411
Dash Acquisitions
California
$212K +$199K +1,315 New
FIBT
2412
First International Bank & Trust
North Dakota
$211K -$164K -1,084 -46%
WCWM
2413
Willow Creek Wealth Management
California
$211K +$195K +1,292 New
BAM
2414
Boyar Asset Management
New York
$211K -$76.2K -504 -28%
PO
2415
Private Ocean
California
$210K +$453 +3 +0.2%
D
2416
Diversified
Delaware
$210K +$194K +1,281 New
WWC
2417
Waypoint Wealth Counsel
Georgia
$209K -$24.9K -165 -11%
FAG
2418
Financial Advisory Group
Texas
$209K +$193K +1,278 New
KFG
2419
Kingdom Financial Group
Arizona
$209K +$193K +1,278 New
AWM
2420
Aprio Wealth Management
Georgia
$209K +$193K +1,277 New
TFG
2421
Taylor Financial Group
Virginia
$209K +$193K +1,275 New
LF
2422
LifeSteps Financial
California
$208K +$193K +1,275 New
APS
2423
American Planning Services
Florida
$208K +$192K +1,273 New
CCM
2424
Chickasaw Capital Management
Tennessee
$208K +$192K +1,271 New
FTWA
2425
Fifth Third Wealth Advisors
Ohio
$208K +$192K +1,270 New