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Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
2376
Heron Financial Group
New York
$263K – – –
RAM
2377
Redmond Asset Management
Virginia
$262K +$5.9K +95 +2%
TFF
2378
The Family Firm
Maryland
$262K +$14.1K +227 +5%
BWP
2379
Balboa Wealth Partners
Arizona
$262K +$290K +4,670 New
CFO
2380
Collective Family Office
Pennsylvania
$261K -$202K -3,257 -41%
SIS
2381
Sound Income Strategies
Florida
$261K -$15K -242 -5%
AIP
2382
Ahrens Investment Partners
Louisiana
$261K +$34.2K +550 +13%
MA
2383
MKT Advisors
California
$260K -$6.4K -103 -2%
QFA
2384
Quantum Financial Advisors
California
$259K +$2.92K +47 +1%
DI
2385
Disciplined Investments
Oklahoma
$258K -$25.2K -406 -8%
PFP
2386
Paragon Financial Partners
California
$258K -$24.9K -400 -8%
TCCM
2387
Timber Creek Capital Management
Massachusetts
$258K +$279K +4,488 +3,349%
BWA
2388
BDO Wealth Advisors
Florida
$257K -$7.64K -123 -3%
IFS
2389
Intelligent Financial Strategies
Minnesota
$257K +$435 +7 +0.2%
LODC
2390
Lanham O'Dell & Company
West Virginia
$257K +$285K +4,592 New
FCA
2391
FLC Capital Advisors
California
$256K +$24.9K +400 +10%
WRM
2392
Weybosset Research & Management
Rhode Island
$255K +$12.4K +200 +5%
APC
2393
Asset Planning Corporation
Tennessee
$255K +$14.9K +240 +6%
PA
2394
Probity Advisors
Texas
$254K -$21.2K -341 -7%
DA
2395
Drake & Associates
Wisconsin
$254K -$12K -193 -4%
CW
2396
Cook Wealth
North Carolina
$254K +$17.4K +280 +7%
GWCM
2397
Godshalk Welsh Capital Management
Pennsylvania
$254K +$27.1K +436 +11%
HCP
2398
Holt Capital Partners
Texas
$253K – – –
JWM
2399
Janiczek Wealth Management
Colorado
$253K +$9.94K +160 +4%
CCM
2400
Carderock Capital Management
Maryland
$253K +$280K +4,513 New
94 95
96
97 98