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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1826
Root Financial Partners
California
$253K -$54.5K -576 -17%
PWA
1827
Prairie Wealth Advisors
Nebraska
$253K – – –
ZF
1828
Zhang Financial
Michigan
$252K -$5.68K -60 -2%
SIM
1829
Studio Investment Management
Illinois
$252K -$3.5K -37 -1%
JLBC
1830
J.L. Bainbridge & Co
Florida
$252K +$568 +6 +0.2%
JB Capital
1831
JB Capital
Connecticut
$252K -$1.14K -12 -0.4%
PB
1832
Pinnacle Bancorp
Nebraska
$251K – – –
AWS
1833
Arkfeld Wealth Strategies
Nebraska
$251K -$10.7K -113 -4%
BIG
1834
Brookwood Investment Group
Arizona
$250K -$14.1K -149 -5%
TAFW
1835
Tred Avon Family Wealth
Maryland
$250K -$6.91K -73 -3%
ZCP
1836
Z3 Capital Partners
Virginia
$250K -$18.9K -200 -7%
FCB
1837
First County Bank
Connecticut
$250K +$264K +2,789 New
UAG
1838
United Advisor Group
Ohio
$250K – – –
SHFA
1839
SC&H Financial Advisors
Maryland
$250K – – –
IMT
1840
Investment Management Trust
Massachusetts
$250K +$264K +2,787 New
JBA
1841
Johnson Bixby & Associates
Washington
$249K +$1.42K +15 +0.5%
CFO
1842
Cambient Family Office
Michigan
$248K +$262K +2,770 New
WAOI
1843
Wealth Advisors of Iowa
Iowa
$248K -$757 -8 -0.3%
BRWM
1844
Blue Rock Wealth Management
North Carolina
$246K – – –
CFS
1845
CGC Financial Services
Oregon
$245K – – –
WDG
1846
Wealth Dimensions Group
Ohio
$245K +$2.65K +28 +1%
WSA
1847
Wealth Science Advisors
Georgia
$244K – – –
FRM
1848
Fox Run Management
Connecticut
$244K -$838K -8,856 -76%
TWM
1849
Tradition Wealth Management
Minnesota
$243K +$10.2K +108 +4%
WIA
1850
Wealthedge Investment Advisors
New York
$243K +$284 +3 +0.1%