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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
5276
Brooklyn FI
New York
$546K +$6.05K +33 +1%
RTL
5277
Red Tortoise LLC
Georgia
$545K +$3.67K +20 +0.6%
BWA
5278
Boulder Wealth Advisors
Colorado
$545K -$58.2K -317 -9%
AAM
5279
Auxier Asset Management
Oregon
$545K +$43.7K +238 +8%
FF
5280
Fortitude Financial
Washington
$544K -$15.2K -83 -3%
DFP
5281
Donalies Financial Planning
District of Columbia
$541K +$99.3K +541 +21%
BFA
5282
Brown Financial Advisory
Alabama
$541K -$36K -196 -6%
AA
5283
Auctus Advisors
North Carolina
$540K – – –
AWP
5284
Atlas Wealth Partners
Pennsylvania
$540K – – –
PBK
5285
Peoples Bank (Kansas)
Kansas
$540K +$28.3K +154 +5%
LAS
5286
Legacy Advisory Services
Pennsylvania
$539K +$567K +3,090 New
PSIWM
5287
Paradigm Strategies in Wealth Management
Minnesota
$538K -$917 -5 -0.2%
CC
5288
Climber Capital
Switzerland
$536K +$56.9K +310 +11%
BRIA
5289
Balanced Rock Investment Advisors
Massachusetts
$536K +$250K +1,365 +80%
CCM
5290
Condor Capital Management
New Jersey
$536K -$147K -800 -21%
AF
5291
ASL Financial
California
$535K +$2.94K +16 +0.5%
SIC
5292
Shoker Investment Counsel
Ohio
$535K – – –
BFG
5293
Baron Financial Group
New Jersey
$535K -$54.5K -297 -9%
DWM
5294
DeLarme Wealth Management
California
$534K +$62.4K +340 +13%
CWM
5295
Core Wealth Management
Florida
$533K -$734 -4 -0.1%
TIP
5296
Torray Investment Partners
Maryland
$533K – – –
WLPWM
5297
Walled Lake Planning & Wealth Management
Illinois
$533K +$24.6K +134 +5%
IWM
5298
IMG Wealth Management
Florida
$532K -$262K -1,428 -32%
MIM
5299
Miller Investment Management
Pennsylvania
$531K +$284K +1,549 +104%
ITB
5300
Idaho Trust Bank
Idaho
$529K -$11.7K -64 -2%
210 211
212
213 214