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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
4901
Robinswood Financial
Washington
$230K – – –
BIA
4902
Barry Investment Advisors
Massachusetts
$229K -$43.4K -65 -16%
JPT
4903
Jordan Park Trust
New Hampshire
$229K -$30K -45 -11%
AFP
4904
Arnold Financial Planning
Iowa
$229K +$232K +347 New
CCA
4905
Clarity Capital Advisors
Florida
$229K +$232K +347 New
ODA
4906
One Degree Advisors
California
$229K +$28.7K +43 +14%
PCI
4907
Planning Center Inc
Illinois
$228K – – –
TFP
4908
Traction Financial Partners
Wyoming
$228K – – –
AFW
4909
Atlantic Family Wealth
Florida
$227K – – –
FCM
4910
Fieldview Capital Management
Michigan
$227K +$230K +344 New
SIM
4911
Sterling Investment Management
Arizona
$227K +$230K +344 New
BFS
4912
Boyer Financial Services
California
$227K +$233K +349 New
DWS
4913
Discipline Wealth Solutions
South Carolina
$226K +$229K +343 New
TP
4914
Thayer Partners
Pennsylvania
$226K +$228K +342 New
FFP
4915
Freedom Financial Partners
Minnesota
$225K -$668 -1 -0.3%
CM
4916
Cornerstone Management
Georgia
$225K +$228K +341 New
MGIA
4917
Matthew Goff Investment Advisor
Texas
$225K -$6.68K -10 -3%
TCM
4918
Tradewinds Capital Management
Washington
$224K – – –
HI
4919
Human Investing
Oregon
$224K -$14K -21 -6%
KLI
4920
Kelman-Lazarov Inc
Tennessee
$224K +$30.7K +46 +16%
BWA
4921
Brave Warrior Advisors
New York
$223K – – –
VWS
4922
Virtus Wealth Solutions
New Jersey
$223K -$16.9M -25,356 -99%
DIP
4923
Davis Investment Partners
North Carolina
$223K -$5.34K -8 -2%
SAM
4924
Sequent Asset Management
Texas
$222K -$32.1K -48 -13%
BCG
4925
Bravias Capital Group
New Jersey
$222K -$144K -215 -39%
195 196
197
198 199