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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
3176
Market Street Wealth Management Advisors
Indiana
$230K +$231K +767 New
BIM
3177
Barton Investment Management
Pennsylvania
$230K – – –
RFG
3178
Range Financial Group
Oregon
$230K +$230K +765 New
MIM
3179
MTM Investment Management
South Carolina
$229K – – –
TFA
3180
Triad Financial Advisors
North Carolina
$228K +$229K +761 New
TCM
3181
TD Capital Management
Tennessee
$228K -$3.01K -10 -1%
OPPS
3182
Obsidian Personal Planning Solutions
Maryland
$227K -$4.52K -15 -2%
LTL
3183
Lowery Thomas LLC
California
$227K – – –
BA
3184
Bridge Advisory
California
$227K +$227K +755 New
CFO
3185
Collective Family Office
Pennsylvania
$227K +$227K +755 New
AFO
3186
Arrowroot Family Office
California
$226K -$65.4K -217 -22%
DJYG
3187
David J. Yvars Group
Florida
$226K -$301 -1 -0.1%
RCA
3188
Riverview Capital Advisers
Massachusetts
$226K – – –
GG
3189
Greenwood Gearhart
Arkansas
$225K +$3.92K +13 +2%
PIAS
3190
PCA Investment Advisory Services
Ohio
$224K -$3.01K -10 -1%
KNW
3191
Kesler Norman & Wride
Utah
$224K +$225K +747 New
TPA
3192
Trivium Point Advisory
Connecticut
$224K +$11.1K +37 +5%
GD
3193
Grandfield & Dodd
New York
$224K +$224K +745 New
CA
3194
CapWealth Advisors
Tennessee
$223K +$224K +744 New
WCAMG
3195
Woodard & Company Asset Management Group
North Carolina
$223K +$301 +1 +0.1%
SCA
3196
Stillwater Capital Advisors
Pennsylvania
$222K – – –
SWP
3197
Summit Wealth Partners
Florida
$222K -$121K -400 -35%
KAM
3198
Kraft Asset Management
Tennessee
$222K -$6.33K -21 -3%
MA
3199
MAS Advisors
Florida
$221K +$222K +737 New
SWP
3200
ShoreHaven Wealth Partners
New Jersey
$221K +$4.22K +14 +2%
126 127
128
129 130