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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2226
Blue Chip Partners
Michigan
$226K +$24.6K +1,091 +12%
TA
2227
TPG Advisors
Illinois
$226K +$158 +7 +0.1%
PRI
2228
Prepared Retirement Institute
Pennsylvania
$225K -$2.41K -107 -1%
RFP
2229
Root Financial Partners
California
$225K +$222K +9,870 New
CC
2230
Cypress Capital
Tennessee
$225K +$222K +9,870 New
WN
2231
Williams & Novak
California
$225K +$222K +9,862 New
NWA
2232
New World Advisors
Massachusetts
$224K – – –
IAP
2233
Indie Asset Partners
Indiana
$223K -$7.88K -350 -3%
BL
2234
Balentine LLC
Georgia
$223K -$42.2K -1,875 -16%
BWP
2235
Baldwin Wealth Partners
Massachusetts
$223K +$46.7K +2,075 +27%
DIM
2236
Delta Investment Management
California
$222K -$495 -22 -0.2%
ME
2237
McIlrath & Eck
Washington
$222K +$203 +9 +0.1%
CWMS
2238
Cannon Wealth Management Services
North Carolina
$222K -$2.81K -125 -1%
NB
2239
Nicolet Bankshares
Wisconsin
$221K -$339K -15,082 -61%
FWP
2240
Firethorn Wealth Partners
Georgia
$221K -$3.58K -159 -2%
CFS
2241
CRA Financial Services
New Jersey
$221K -$48.3K -2,144 -18%
SWP
2242
Semus Wealth Partners
Florida
$221K -$8.6K -382 -4%
FUBT
2243
First United Bank & Trust
Maryland
$220K -$3.06K -136 -1%
RFA
2244
Resurgent Financial Advisors
Georgia
$220K +$217K +9,662 New
AIA
2245
Alternative Investment Advisors
Florida
$219K -$5.06K -225 -2%
SDWMA
2246
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K – – –
BOSSRA
2247
B.O.S.S. Retirement Advisors
Utah
$219K -$5.22M -231,909 -96%
WPW
2248
Watershed Private Wealth
Illinois
$219K +$216K +9,596 New
KWM
2249
Keebeck Wealth Management
Illinois
$218K +$216K +9,589 New
MFT
2250
Moisand Fitzgerald Tamayo
Florida
$218K – – –
88 89
90
91 92