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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3826
Fonville Wealth Management
Virginia
$247K -$29.2K -60 -11%
IF
3827
Ironwood Financial
Arizona
$247K -$12.6K -26 -5%
RA
3828
Resolute Advisors
California
$247K – – –
FFWA
3829
Forthright Family Wealth Advisory
Texas
$247K +$238K +489 New
PWM
3830
Provident Wealth Management
Tennessee
$246K +$30.6K +63 +15%
CIC
3831
Chilton Investment Company
Connecticut
$245K -$1.43M -2,946 -86%
MSFP
3832
Mark Sheptoff Financial Planning
Connecticut
$245K +$43.7K +90 +23%
GWSA
3833
Global Wealth Strategies & Associates
Colorado
$243K – – –
MWM
3834
MorganRosel Wealth Management
Colorado
$243K – – –
MG
3835
Meritage Group
California
$241K +$232K +478 New
EFN
3836
Equita Financial Network
Pennsylvania
$241K +$232K +478 New
FFG
3837
Foundry Financial Group
New Hampshire
$241K -$57.8K -119 -20%
CICC
3838
Capital Investment Counsel (Colorado)
Colorado
$241K +$232K +477 New
JWWM
3839
Johnson & White Wealth Management
Pennsylvania
$240K +$28.2K +58 +14%
TIA
3840
Tiemann Investment Advisors
California
$240K -$9.72K -20 -4%
CIA
3841
Caerus Investment Advisors
Texas
$240K – – –
CB
3842
Chris Bulman
California
$240K +$231K +475 New
TPWM
3843
Twelve Points Wealth Management
Massachusetts
$240K +$231K +475 New
PIMG
3844
Patriot Investment Management Group
Tennessee
$239K +$2.43K +5 +1%
LL
3845
LPWM LLC
Minnesota
$239K +$219K +451 New
NECFA
3846
New England Capital Financial Advisors
Connecticut
$238K +$486 +1 +0.2%
BIA
3847
Biondo Investment Advisors
Pennsylvania
$237K +$3.89K +8 +2%
AIA
3848
Allied Investment Advisors
Montana
$237K +$229K +471 New
RDFA
3849
Ritter Daniher Financial Advisory
Ohio
$237K – – –
LODC
3850
Lanham O'Dell & Company
West Virginia
$236K -$70K -144 -24%
152 153
154
155 156