Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1401
D'Orazio & Associates
Virginia
$355K +$60.6K +140 +22%
CFG
1402
Cooper Financial Group
California
$355K +$90.9K +210 +38%
LA
1403
Lifeworks Advisors
Michigan
$354K +$330K +763 New
BCFD
1404
Boit C.F. David
$354K – – –
NAG
1405
Northstar Advisory Group
New Jersey
$354K -$953K -2,201 -73%
LTI
1406
Laffer Tengler Investments
Tennessee
$353K -$198K -458 -38%
RG
1407
Renaissance Group
Kentucky
$353K -$14.7K -34 -4%
DWA
1408
Delap Wealth Advisory
Oregon
$352K +$329K +759 New
JCM
1409
Jacobsen Capital Management
Utah
$352K -$10.8K -25 -3%
MA
1410
MONECO Advisors
Connecticut
$351K +$32K +74 +11%
PBO
1411
Peoples Bank (Ohio)
Ohio
$351K +$23.4K +54 +8%
RWA
1412
Rooted Wealth Advisors
Illinois
$347K – – –
KIA
1413
KLR Investment Advisors
Rhode Island
$347K -$1.73K -4 -0.5%
NJIM
1414
Nabity-Jensen Investment Management
Nebraska
$346K – – –
CP
1415
Canopy Partners
Ohio
$345K +$66.7K +154 +26%
RCM
1416
Radnor Capital Management
Pennsylvania
$345K -$35.9K -83 -10%
MAWA
1417
Moss Adams Wealth Advisors
Washington
$345K +$103K +237 +47%
HBT
1418
Heartland Bank & Trust
Illinois
$345K -$2.6K -6 -0.8%
TA
1419
TrueWealth Advisors
Alabama
$342K -$10.8K -25 -3%
FAFN
1420
First Affirmative Financial Network
Colorado
$341K -$9.09K -21 -3%
BAM
1421
Berkshire Asset Management
Pennsylvania
$340K -$3.46K -8 -1%
FNBOH
1422
First National Bank of Hutchinson
Kansas
$340K +$5.63K +13 +2%
FFP
1423
FourThought Financial Partners
Florida
$340K -$5.2K -12 -2%
ICG
1424
InterOcean Capital Group
Tennessee
$339K +$35.1K +81 +12%
CA
1425
Crewe Advisors
Utah
$339K +$316K +730 New