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Name Holding Trade Value Shares
Change 		Change in
Stake
MLRA
4801
Main Line Retirement Advisors
Montana
$237K – – –
PFG
4802
Pinnacle Financial Group
Illinois
$237K +$2.56K +4 +1%
DPI
4803
Diversified Portfolios Inc
Michigan
$236K -$35.9K -56 -12%
IFPG
4804
Intrepid Financial Planning Group
Indiana
$236K – – –
CLP
4805
Charis Legacy Partners
Texas
$235K +$38.5K +60 +17%
RWM
4806
Raffa Wealth Management
District of Columbia
$235K -$14.7K -23 -5%
MIM
4807
Marshall Investment Management
Colorado
$235K -$2.92M -4,564 -92%
LHWM
4808
Lake Hills Wealth Management
Texas
$235K -$8.33K -13 -3%
FIM
4809
FWL Investment Management
Texas
$234K -$1.34M -2,091 -84%
VBA
4810
von Borstel & Associates
Oregon
$234K +$262K +409 New
JF
4811
Joule Financial
Kentucky
$234K -$13.5K -21 -5%
NBWM
4812
North Berkeley Wealth Management
California
$233K -$9.61K -15 -4%
KLI
4813
Kelman-Lazarov Inc
Tennessee
$233K +$44.2K +69 +20%
HA
4814
HFG Advisors
Ohio
$232K +$260K +406 New
CWP
4815
Corepath Wealth Partners
Arizona
$232K – – –
AA
4816
Alpha Advisors
Virginia
$232K +$27.6K +43 +12%
VWS
4817
Virtus Wealth Solutions
New Jersey
$232K +$42.9K +67 +20%
PS
4818
Pinney & Scofield
Massachusetts
$232K – – –
IAA
4819
Ironsides Asset Advisors
North Carolina
$231K – – –
KIC
4820
Keating Investment Counselors
Florida
$231K -$63.4K -99 -20%
KFSN
4821
Keystone Financial Services (Nebraska)
Nebraska
$231K +$7.69K +12 +3%
SRC
4822
Shufro Rose & Co
New York
$231K -$20.5K -32 -7%
TWD
4823
True Wealth Design
Ohio
$231K +$12.8K +20 +5%
NS
4824
Northland Securities
Minnesota
$231K -$39.7K -62 -13%
FBC
4825
Fairfield, Bush & Co
Connecticut
$229K -$258K -403 -50%
191 192
193
194 195