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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
1176
United Financial Planning Group
New York
$22.1K +$23.8K +38 New
OP
1177
ORG Partners
Indiana
$22.1K -$625 -1 -3%
RFA
1178
Reyes Financial Architecture
California
$21.5K +$10K +16 +76%
JWA
1179
JFS Wealth Advisors
Pennsylvania
$20.3K +$3.13K +5 +17%
BSB
1180
Bangor Savings Bank
Maine
$20.3K +$21.9K +35 New
SL
1181
Salomon & Ludwin
Virginia
$20.2K -$11.3K -18 -35%
CAL
1182
Capital Analysts LLC
Pennsylvania
$20K – – –
SWP
1183
Strategic Wealth Partners
Ohio
$19.2K – – –
SHF
1184
Safe Harbor Fiduciary
Florida
$19.2K +$20.6K +33 New
AF
1185
Alerus Financial
North Dakota
$18.6K – – –
M
1186
MOTCO
Texas
$18K – – –
WAS
1187
Winch Advisory Services
Wisconsin
$18K – – –
CVM
1188
Cheviot Value Management
California
$17.8K – – –
AWM
1189
Abound Wealth Management
Tennessee
$17.4K +$3.75K +6 +25%
FFO
1190
Fortitude Family Office
Arizona
$17.4K -$3.75K -6 -17%
FFA
1191
Frazier Financial Advisors
Ohio
$17.1K – – –
WWA
1192
Wealth Watch Advisors
Colorado
$16.8K – – –
CWM
1193
Copia Wealth Management
Oregon
$16.8K +$3.13K +5 +21%
RWM
1194
Raffa Wealth Management
District of Columbia
$16.8K +$4.38K +7 +32%
KFP
1195
Kerr Financial Planning
California
$16.3K – – –
DIP
1196
DT Investment Partners
Pennsylvania
$16.3K – – –
HIMS
1197
Hager Investment Management Services
New Hampshire
$16.3K +$8.13K +13 +87%
TWD
1198
True Wealth Design
Ohio
$15.7K -$6.25K -10 -27%
KG
1199
Kilter Group
New York
$15.7K -$1.88K -3 -10%
BOJHT
1200
Bank of Jackson Hole Trust
Wyoming
$15.7K -$1.88K -3 -10%
46 47
48
49 50