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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
2226
Atlas Brown
Kentucky
$284K +$152K +702 +87%
CA
2227
Continuum Advisory
Idaho
$283K -$42.2K -195 -12%
CL
2228
Choreo LLC
Illinois
$283K -$8.65K -40 -3%
FA
2229
Fortis Advisors
Pennsylvania
$283K – – –
RPCONE
2230
Retirement Planning Company of New England
Rhode Island
$282K +$324K +1,497 New
MFS
2231
Madrona Financial Services
Washington
$280K – – –
NF
2232
Nikulski Financial
Iowa
$278K +$319K +1,473 New
FW
2233
FirstPurpose Wealth
Utah
$278K +$319K +1,474 New
CFO
2234
Collective Family Office
Pennsylvania
$277K -$5.41K -25 -2%
CPC
2235
Consolidated Planning Corp
Georgia
$277K – – –
WAG
2236
Winthrop Advisory Group
Massachusetts
$277K – – –
EGA
2237
E&G Advisors
Texas
$276K – – –
IUHSA
2238
Itau Unibanco Holding S.A.
Brazil
$275K -$1.11M -5,147 -78%
CBN
2239
Cadence Bank NA
Texas
$275K -$43.3K -200 -12%
GWAG
2240
Garrett Wealth Advisory Group
Texas
$275K – – –
WDC
2241
Woodward Diversified Capital
California
$275K +$44.6K +206 +16%
SAM
2242
SignalPoint Asset Management
Missouri
$275K +$80.3K +371 +34%
UAS
2243
United Asset Strategies
New York
$274K -$11.3K -52 -3%
CYG
2244
Clean Yield Group
Vermont
$274K – – –
MPPLM
2245
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$274K +$10.2K +47 +3%
SNB
2246
Security National Bank
Nebraska
$273K -$64.9K -300 -17%
EA
2247
Elm Advisors
California
$273K – – –
CFA
2248
CWS Financial Advisors
Michigan
$273K +$313K +1,448 New
ML
2249
McAdam LLC
Pennsylvania
$272K +$17.5K +81 +6%
FRA
2250
Front Row Advisors
California
$272K +$21.6K +100 +7%
88 89
90
91 92