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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1701
Beacon Financial Group
Texas
$262K +$10K +66 +4%
TPA
1702
Trivium Point Advisory
Connecticut
$262K +$909 +6 +0.4%
CCFM
1703
Clear Creek Financial Management
Washington
$262K -$15.9K -105 -6%
EW
1704
Element Wealth
Mississippi
$262K +$152 +1 +0.1%
HCM
1705
Hengehold Capital Management
Ohio
$262K +$35K +231 +17%
RPSA
1706
Richard P. Slaughter Associates
Texas
$262K
MEAC
1707
M.E. Allison & Co
Texas
$261K
B
1708
Bedminster
South Carolina
$261K
NG
1709
Navigation Group
California
$261K
WDL
1710
Well Done LLC
Michigan
$261K -$18K -119 -7%
RCA
1711
Resonant Capital Advisors
Wisconsin
$260K -$73.1K -482 -23%
CBT
1712
Central Bank & Trust
Kentucky
$260K
TWM
1713
Trueblood Wealth Management
Ohio
$260K +$1.52K +10 +0.6%
RA
1714
Ruggaard & Associates
Ohio
$259K
WHC
1715
Wulff, Hansen & Co
California
$258K -$6.06K -40 -2%
IIL
1716
Income Insurance Ltd
$258K
WMA
1717
West Michigan Advisors
Michigan
$258K +$606 +4 +0.3%
HAS
1718
Holland Advisory Services
Florida
$257K
EL
1719
EWA LLC
Pennsylvania
$257K +$23.3K +154 +11%
AFA
1720
AA Financial Advisors
Ohio
$256K -$31.8K -210 -12%
CA
1721
Continuum Advisory
Idaho
$256K +$11.1K +73 +5%
VBFP
1722
Valtinson Bruner Financial Planning
Minnesota
$256K +$152 +1 +0.1%
AFT
1723
Alpha Family Trust
California
$256K
NWM
1724
Northcape Wealth Management
New York
$255K -$10.2K -67 -4%
PWA
1725
Physician Wealth Advisors
Utah
$254K +$6.06K +40 +3%