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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3076
Derby & Company
Massachusetts
$235K +$217K +677 New
PFA
3077
Plotkin Financial Advisors
Maryland
$234K +$216K +674 New
FFA
3078
Freedman Financial Associates
Massachusetts
$234K – – –
PFM
3079
Peak Financial Management
Massachusetts
$233K -$101K -315 -32%
FA
3080
Financial Avengers
California
$233K -$11.2K -35 -5%
TCM
3081
TD Capital Management
Tennessee
$233K – – –
VFP
3082
Verus Financial Partners
Virginia
$233K +$1.6K +5 +0.7%
BFA
3083
Brendel Financial Advisors
New Hampshire
$233K +$215K +670 New
MA
3084
Modus Advisors
Minnesota
$232K -$26.9K -84 -11%
WAS
3085
Wealth Advisory Solutions
Indiana
$230K +$212K +661 New
FNBTCON
3086
First National Bank & Trust Co of Newtown
Pennsylvania
$230K +$212K +662 New
LCM
3087
LVM Capital Management
Michigan
$229K +$211K +659 New
RCA
3088
Resonant Capital Advisors
Wisconsin
$227K +$210K +654 New
BA
3089
Bridge Advisory
California
$226K +$209K +651 New
DAC
3090
Dividend Assets Capital
South Carolina
$225K -$1.93K -6 -0.9%
ACM
3091
Ategra Capital Management
Virginia
$225K -$16K -50 -7%
AAM
3092
Autus Asset Management
Arizona
$224K +$207K +645 New
TCOK
3093
Trust Company of Kansas
Kansas
$224K +$207K +645 New
IFG
3094
Investors Financial Group
Minnesota
$223K -$54.5K -170 -21%
RPGK
3095
Retirement Planning Group (Kansas)
Kansas
$223K +$206K +641 New
AW
3096
Avion Wealth
Texas
$222K – – –
WWMSC
3097
Wagner Wealth Management (South Carolina)
South Carolina
$222K – – –
CA
3098
CapWealth Advisors
Tennessee
$222K +$205K +639 New
WFPG
3099
Waller Financial Planning Group
Ohio
$221K +$204K +635 New
OQS
3100
Occudo Quantitative Strategies
Florida
$221K +$204K +636 New
122 123
124
125 126