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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2526
Baron Wealth Management
Michigan
$247K -$803 -2 -0.3%
TFA
2527
Teamwork Financial Advisors
Texas
$246K +$9.23K +23 +4%
TAM
2528
Titleist Asset Management
Texas
$245K -$401 -1 -0.2%
ERIC
2529
Eagle Rock Investment Company
Georgia
$244K +$248K +618 New
CBA
2530
Coastal Bridge Advisors
Connecticut
$244K – – –
MWP
2531
Meredith Wealth Planning
Illinois
$244K +$247K +616 New
WMA
2532
West Michigan Advisors
Michigan
$243K -$4.42K -11 -2%
LGG
2533
Luts & Greenleigh Group
Maryland
$243K -$36.1K -90 -13%
RWA
2534
Rooted Wealth Advisors
Illinois
$243K +$15.7K +39 +7%
EC
2535
EdgeRock Capital
Colorado
$243K +$246K +613 New
PFM
2536
Phillips Financial Management
Indiana
$243K +$4.01K +10 +2%
NG
2537
Northstar Group
New York
$243K – – –
CA
2538
Calton & Associates
Florida
$242K -$102K -253 -29%
CB
2539
Centennial Bank
Arkansas
$242K +$44.6K +111 +22%
SMFG
2540
Sumitomo Mitsui Financial Group
Japan
$240K +$2.01K +5 +0.8%
BWM
2541
BlackDiamond Wealth Management
New York
$239K +$18.1K +45 +8%
FFW
2542
Fusion Family Wealth
New York
$238K – – –
RDIA
2543
RE Dickinson Investment Advisors
Iowa
$238K – – –
TVWM
2544
Tower View Wealth Management
Wisconsin
$238K +$13.2K +33 +6%
HCPC
2545
Hamilton Capital Partners (Canada)
$238K – – –
NEWAS
2546
N.E.W. Advisory Services
Wisconsin
$238K +$241K +600 New
TWP
2547
Tempus Wealth Planning
California
$237K +$14.5K +36 +6%
GAMC
2548
Garner Asset Management Corp
Texas
$237K -$11.2K -28 -4%
AA
2549
Advisory Alpha
Michigan
$236K +$240K +597 New
GSIS
2550
Global Strategic Investment Solutions
Arizona
$236K +$401 +1 +0.2%
100 101
102
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