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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3476
Mascoma Wealth Management
New Hampshire
$238K +$17.9K +400 +8%
FWA
3477
Freedom Wealth Alliance
Wisconsin
$238K -$13K -290 -5%
TWP
3478
TFO Wealth Partners
Ohio
$238K +$896 +20 +0.4%
BFA
3479
Brendel Financial Advisors
New Hampshire
$238K -$448 -10 -0.2%
ACMA
3480
Arbor Capital Management (Alaska)
Alaska
$238K +$21.1K +470 +9%
SPWM
3481
Schrum Private Wealth Management
Florida
$237K – – –
TWM
3482
Tanager Wealth Management
United Kingdom
$236K +$13.9K +310 +6%
HEIP
3483
Hudson Edge Investment Partners
New Jersey
$235K +$242K +5,400 New
ODG
3484
O'Dell Group
Ohio
$235K +$2.24K +50 +0.9%
CSWM
3485
Cassady Schiller Wealth Management
Ohio
$235K – – –
RPGK
3486
Retirement Planning Group (Kansas)
Kansas
$234K +$241K +5,380 New
BRM
3487
Boston Research & Management
Massachusetts
$234K – – –
SAS
3488
SMI Advisory Services
Indiana
$233K +$216K +4,830 New
ZAM
3489
Zevin Asset Management
Massachusetts
$233K +$18.8K +420 +9%
BFAG
3490
Blackston Financial Advisory Group
Florida
$232K +$239K +5,340 New
TFP
3491
Tilia Fiduciary Partners
North Carolina
$232K -$4.03K -90 -2%
HFRG
3492
Houlihan Financial Resource Group
Virginia
$232K -$5.59M -124,730 -96%
HP
3493
Hilltop Partners
Indiana
$232K +$239K +5,330 New
RK
3494
Rather & Kittrell
Tennessee
$231K – – –
SAMC
3495
Spectrum Asset Management (California)
California
$230K – – –
ORC
3496
O'Rourke & Company
Massachusetts
$230K +$896 +20 +0.4%
FCC
3497
Flower City Capital
New York
$230K – – –
CA
3498
CGN Advisors
Kansas
$229K +$236K +5,260 New
ICM
3499
Ionic Capital Management
New York
$228K +$235K +5,250 New
COCM
3500
Charter Oak Capital Management
New Hampshire
$228K -$8.96K -200 -4%
138 139
140
141 142