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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3576
LifePlan Investment Advisors
North Carolina
$356K +$11.7K +24 +4%
CGFA
3577
Colton Groome Financial Advisors
North Carolina
$355K -$12.2K -25 -3%
PHM
3578
Prospect Hill Management
New Jersey
$355K +$2.43K +5 +0.7%
SWA
3579
Strata Wealth Advisors
Texas
$355K +$36.9K +76 +12%
AWM
3580
Accel Wealth Management
Iowa
$355K +$76.3K +157 +29%
SA
3581
SAM Advisors
California
$355K -$4.86K -10 -1%
LCM
3582
LVM Capital Management
Michigan
$355K – – –
MF
3583
Montis Financial
Massachusetts
$354K +$22.4K +46 +7%
SRC
3584
Shufro Rose & Co
New York
$354K – – –
FS
3585
Ferguson Shapiro
Georgia
$354K +$1.46K +3 +0.4%
SWM
3586
Schwallier Wealth Management
Michigan
$354K +$24.3K +50 +8%
WWP
3587
WR Wealth Planners
Missouri
$354K +$5.35K +11 +2%
AWMNH
3588
Arcadia Wealth Management (New Hampshire)
New Hampshire
$353K -$10.7K -22 -3%
BWA
3589
Boulder Wealth Advisors
Colorado
$352K +$11.2K +23 +3%
BF
3590
Blankinship & Foster
California
$352K +$339K +698 New
FFA
3591
Fairfield Financial Advisors
Massachusetts
$352K +$339K +698 New
C
3592
CEDRUS
Colorado
$351K +$338K +696 New
LFGO
3593
Legacy Financial Group (Oklahoma)
Oklahoma
$350K -$3.4K -7 -1%
EIA
3594
Edgemoor Investment Advisors
Maryland
$350K – – –
IDBONY
3595
Israel Discount Bank of New York
New York
$349K -$305K -627 -48%
LWA
3596
Lowe Wealth Advisors
Maryland
$348K +$9.24K +19 +3%
NCM
3597
NCM Capital Management
New Jersey
$348K -$96.7K -199 -22%
HTHT
3598
Hemenway Trust Hemenway Trust
New Hampshire
$348K -$2.43K -5 -0.7%
AWG
3599
Altus Wealth Group
Colorado
$348K – – –
W
3600
Wealthquest
Ohio
$347K -$6.32K -13 -2%
142 143
144
145 146