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Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
2326
Standard Family Office
South Dakota
$217K – – –
TCM
2327
Traynor Capital Management
Pennsylvania
$217K +$2.65K +8 +1%
PW
2328
Peninsula Wealth
California
$216K -$20.6K -62 -8%
BMC
2329
Benin Management Corp
Connecticut
$216K – – –
DA
2330
Drake & Associates
Wisconsin
$216K +$9.28K +28 +4%
AP
2331
Adero Partners
California
$216K +$234K +705 New
HWA
2332
HHM Wealth Advisors
Tennessee
$215K -$40.1K -121 -14%
OWA
2333
Outlook Wealth Advisors
Texas
$215K +$1.66K +5 +0.7%
ECM
2334
Elgethun Capital Management
South Dakota
$215K +$250K +755 New
TA
2335
Trellis Advisors
Washington
$214K -$4.97K -15 -2%
ATC
2336
Adirondack Trust Company
New York
$214K – – –
SRG
2337
SBB Research Group
Illinois
$214K +$250K +753 New
PB
2338
Pinnacle Bancorp
Nebraska
$213K -$24.2K -73 -9%
CWM
2339
Chicago Wealth Management
Illinois
$213K – – –
FFC
2340
First Financial Corp
Indiana
$213K +$3.65K +11 +1%
BI
2341
Ballast Inc
Kentucky
$211K – – –
AAS
2342
Annex Advisory Services
Wisconsin
$210K -$3.98K -12 -2%
CCA
2343
Covey Capital Advisors
Georgia
$209K – – –
JFA
2344
JNBA Financial Advisors
Minnesota
$209K +$1.99K +6 +0.8%
ZF
2345
Zhang Financial
Michigan
$209K +$15.9K +48 +7%
MF
2346
Manchester Financial
California
$208K – – –
BC
2347
Barrett & Company
Rhode Island
$207K +$197K +595 New
PWM
2348
PBMares Wealth Management
Virginia
$207K – – –
FFA
2349
Founders Financial Alliance
North Carolina
$207K +$242K +729 New
AIA
2350
Alera Investment Advisors
Illinois
$206K -$2.32K -7 -1%
92 93
94
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