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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2801
Madison Wealth Partners
Wisconsin
$362K +$10.9K +21 +3%
BTWM
2802
Brass Tax Wealth Management
Ohio
$360K – – –
CC
2803
Climber Capital
Switzerland
$357K +$351K +678 New
RPGK
2804
Retirement Planning Group (Kansas)
Kansas
$356K +$15.5K +30 +5%
FFA
2805
Founders Financial Alliance
North Carolina
$356K +$9.84K +19 +3%
AWP
2806
Atlas Wealth Partners
Pennsylvania
$356K -$25.9K -50 -7%
VC
2807
Vicus Capital
Pennsylvania
$356K -$70.4K -136 -17%
IVP
2808
Intrinsic Value Partners
Arizona
$355K – – –
EA
2809
Emerald Advisors
Washington
$355K +$7.76K +15 +2%
OCM
2810
Objective Capital Management
Ohio
$355K -$136K -263 -28%
CTA
2811
Colonial Trust Advisors
South Carolina
$355K -$84.9K -164 -20%
TVAMP
2812
Tennessee Valley Asset Management Partners
Tennessee
$354K +$47.1K +91 +16%
MW
2813
Members Wealth
Pennsylvania
$353K +$324K +626 New
OP
2814
ORG Partners
Indiana
$353K -$3.11K -6 -0.9%
SA
2815
Strategic Advocates
Utah
$352K -$11.9K -23 -3%
BI
2816
Ballast Inc
Kentucky
$352K -$5.18K -10 -1%
ATC
2817
Adirondack Trust Company
New York
$350K +$8.8K +17 +3%
GJIA
2818
Glass Jacobson Investment Advisors
Maryland
$349K +$20.2K +39 +6%
JFA
2819
JNBA Financial Advisors
Minnesota
$348K +$1.03K +2 +0.3%
FDDB
2820
Fidelity D&D Bancorp
Pennsylvania
$347K +$14.5K +28 +4%
EFL
2821
ERn Financial LLC
Wisconsin
$347K +$105K +202 +44%
TBC
2822
Ted Buchan & Co
California
$346K -$2.07K -4 -0.6%
CSB
2823
City State Bank
Iowa
$346K – – –
NRG
2824
Nemes Rush Group
Michigan
$345K +$270K +522 +390%
ACA
2825
Ascension Capital Advisors
Texas
$345K -$179K -345 -35%
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