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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3176
Founders Financial Alliance
North Carolina
$237K -$155K -281 -40%
ACM
3177
Absolute Capital Management
Pennsylvania
$235K +$231K +418 New
JBA
3178
Johnson Bixby & Associates
Washington
$235K – – –
IW
3179
Instrumental Wealth
Florida
$235K +$553 +1 +0.2%
BFS
3180
BridgePort Financial Solutions
Iowa
$235K +$231K +418 New
MMHP
3181
Murphy Middleton Hinkle & Parker
Georgia
$235K – – –
ME
3182
McIlrath & Eck
Washington
$234K – – –
AFP
3183
Alpha Financial Partners
Kentucky
$234K +$6.64K +12 +3%
CHA
3184
Cooper/Haims Advisors
New York
$234K -$2.77K -5 -1%
FSA
3185
Financial Security Advisor
Virginia
$234K +$553 +1 +0.2%
CWM
3186
Cabot Wealth Management
Massachusetts
$233K – – –
TNB
3187
Thomasville National Bank
Georgia
$233K +$230K +415 New
MWA
3188
Monograph Wealth Advisors
California
$233K +$6.08K +11 +3%
PA
3189
Planning Alternatives
Michigan
$233K +$229K +414 New
PS
3190
Planned Solutions
California
$233K – – –
ECM
3191
Exchange Capital Management
Michigan
$232K -$4.98K -9 -2%
MCP
3192
Mirador Capital Partners
California
$232K – – –
DJYG
3193
David J. Yvars Group
Florida
$232K +$228K +412 New
GWP
3194
Gateway Wealth Partners
Wisconsin
$232K +$228K +412 New
AIMA
3195
Ables Iannone Moore & Associates
Georgia
$232K – – –
PFM
3196
Patton Fund Management
Texas
$232K +$228K +412 New
MAG
3197
M3 Advisory Group
Massachusetts
$231K -$20.5K -37 -8%
FI
3198
Finivi Inc
Massachusetts
$231K +$553 +1 +0.2%
GWM
3199
Greenwich Wealth Management
Connecticut
$231K -$8.29K -15 -4%
IHWM
3200
Iron Horse Wealth Management
Iowa
$230K -$4.42K -8 -2%
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128
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