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Name Holding Trade Value Shares
Change
Change in
Stake
B
1751
Bedminster
South Carolina
$258K +$264K +1,613 New
CBT
1752
Central Bank & Trust
Kentucky
$257K – – –
FFM
1753
Fullerton Fund Management
Singapore
$257K +$263K +1,608 New
TBFA
1754
Three Bearings Fiduciary Advisors
New Hampshire
$257K +$275K +1,680 New
WMA
1755
West Michigan Advisors
Michigan
$256K -$1.31K -8 -0.5%
HZ
1756
Hixon Zuercher
Ohio
$256K -$49.1K -300 -16%
RA
1757
Ruggaard & Associates
Ohio
$256K – – –
NWM
1758
Northwest Wealth Management
Iowa
$256K +$20.8K +127 +9%
GM
1759
GeoWealth Management
Illinois
$256K -$64.1K -392 -20%
IIL
1760
Income Insurance Ltd
$255K +$261K +1,595 New
TWM
1761
Trueblood Wealth Management
Ohio
$255K – – –
HAG
1762
HF Advisory Group
Maryland
$255K -$33.7K -206 -11%
VBFP
1763
Valtinson Bruner Financial Planning
Minnesota
$255K +$260K +1,591 New
RFG
1764
RFP Financial Group
Georgia
$255K +$39.1K +239 +18%
GSC
1765
Ground Swell Capital
South Carolina
$254K +$260K +1,589 New
BFG
1766
Beacon Financial Group
Texas
$254K +$4.91K +30 +2%
HAS
1767
Holland Advisory Services
Florida
$254K – – –
HFRG
1768
Houlihan Financial Resource Group
Virginia
$254K +$266K +1,624 New
PWP
1769
Ponta Wealth Partners
Florida
$254K +$259K +1,585 New
OL
1770
OneFund LLC
Florida
$253K +$14.2K +87 +6%
CP
1771
Canopy Partners
Ohio
$253K +$28.8K +176 +13%
AOWM
1772
Asset One Wealth Management
Washington
$253K +$270K +1,649 New
AFT
1773
Alpha Family Trust
California
$253K – – –
SFS
1774
Summit Financial Strategies
Ohio
$253K – – –
PE
1775
PCM Encore
Colorado
$253K +$258K +1,579 New