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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2426
Legacy Bridge
Iowa
$205K – – –
FA
2427
Fountainhead AM
New Jersey
$205K +$359 +1 +0.2%
FAP
2428
Financial Advisory Partners
Florida
$204K – – –
RIM
2429
Redwood Investment Management
Arizona
$204K -$1.21M -3,359 -85%
BWA
2430
Brave Warrior Advisors
New York
$203K – – –
WE
2431
Wealth Effects
Massachusetts
$203K – – –
MA
2432
MONECO Advisors
Connecticut
$203K +$16.9K +47 +9%
TS
2433
Tamar Securities
California
$203K +$204K +568 New
HFM
2434
Hartford Funds Management
Pennsylvania
$202K +$203K +566 New
BB
2435
Berkshire Bank
Massachusetts
$201K -$30.6K -85 -13%
W
2436
Wealthquest
Ohio
$201K – – –
BBA
2437
Braun-Bostich & Associates
Pennsylvania
$200K -$3.13M -8,699 -94%
BONH
2438
Bank of New Hampshire
New Hampshire
$200K – – –
TVAMP
2439
Tennessee Valley Asset Management Partners
Tennessee
$200K +$359 +1 +0.2%
WWM
2440
Wolff Wiese Magana
California
$200K +$35.2K +98 +21%
PG
2441
Proffitt & Goodson
Tennessee
$200K +$82.7K +230 +70%
GFPC
2442
Global Financial Private Client
Florida
$199K – – –
ZIG
2443
Zullo Investment Group
Pennsylvania
$195K – – –
KFS
2444
Kelly Financial Services
Massachusetts
$195K -$14.4K -40 -7%
VCM
2445
Versant Capital Management
Arizona
$194K -$2.52K -7 -1%
LWP
2446
Lumature Wealth Partners
Georgia
$191K -$229K -638 -54%
HIM
2447
Hillsdale Investment Management
Ontario, Canada
$190K +$43.1K +120 +29%
WFA
2448
West Financial Advisors
Iowa
$187K +$7.91K +22 +4%
RIM
2449
Rockbridge Investment Management
New York
$187K -$412K -1,145 -69%
DAL
2450
Delta Accumulation LLC
California
$186K – – –
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