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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
3226
Cooper/Haims Advisors
New York
$206K -$30.7K -285 -11%
RT
3227
Rockland Trust
Massachusetts
$205K -$136K -1,260 -37%
WAOI
3228
Wealth Advisors of Iowa
Iowa
$205K -$34.5K -320 -13%
TA
3229
TPG Advisors
Illinois
$205K – – –
MJPCFAI
3230
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$205K +$236K +2,190 New
DFP
3231
Donalies Financial Planning
District of Columbia
$205K +$236K +2,190 New
AWM
3232
Adams Wealth Management
Utah
$205K -$163K -1,515 -41%
CI
3233
CacheTech Inc
Utah
$205K -$163K -1,515 -41%
GRA
3234
Golden Road Advisors
Florida
$205K -$23.5K -218 -9%
BF
3235
Baring Financial
Washington
$204K +$33.5K +311 +17%
BIM
3236
Bridges Investment Management
Nebraska
$204K -$912K -8,460 -80%
AF
3237
AGP Franklin
Tennessee
$204K – – –
AWS
3238
Arkfeld Wealth Strategies
Nebraska
$204K +$10.5K +97 +5%
BRPW
3239
Ballast Rock Private Wealth
South Carolina
$204K +$234K +2,172 New
GHI
3240
Gross & Hartman Investments
Pennsylvania
$203K +$233K +2,163 New
BOSSRA
3241
B.O.S.S. Retirement Advisors
Utah
$202K -$113K -1,044 -33%
BFA
3242
Bright Financial Advisors
Michigan
$202K – – –
OMIC
3243
Old Mission Investment Co
Michigan
$202K +$2.16K +20 +0.9%
GPA
3244
Garrison Point Advisors
California
$202K +$16.2K +150 +8%
TWM
3245
Triton Wealth Management
Arizona
$201K +$270K +2,506 New
TRIA
3246
Trail Ridge Investment Advisors
Colorado
$201K +$7.22K +67 +3%
WGAM
3247
Wilkinson Global Asset Management
New York
$201K +$2.69K +25 +1%
FFC
3248
Frederick Financial Consultants
Maryland
$201K +$31.3K +290 +16%
WCM
3249
WealthTrak Capital Management
Virginia
$200K +$1.62K +15 +0.7%
GWP
3250
Gen-Wealth Partners
Michigan
$197K -$66.4K -616 -23%
128 129
130
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