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Name Holding Trade Value Shares
Change
Change in
Stake
AF
3926
Align Financial
Minnesota
$233K -$51.7K -130 -19%
RF
3927
Roxbury Financial
New Jersey
$233K
TP
3928
Thayer Partners
Pennsylvania
$233K +$221K +555 New
TWM
3929
Trinity Wealth Management
Pennsylvania
$233K +$221K +555 New
BCM
3930
Bannerstone Capital Management
Minnesota
$233K -$1.99K -5 -0.9%
CWR
3931
Chico Wealth RIA
California
$233K +$220K +554 New
LFP
3932
Leeward Financial Partners
Washington
$233K
BEC
3933
Blue Edge Capital
Virginia
$232K -$22.3K -56 -9%
CT
3934
Coastline Trust
Rhode Island
$232K
SAP
3935
Strategic Advisory Partners
North Carolina
$232K +$4.38K +11 +2%
MPIM
3936
McGinn Penninger Investment Management
Virginia
$232K
NA
3937
Note Advisors
New York
$232K
MAG
3938
MRA Advisory Group
New Jersey
$232K -$524K -1,318 -71%
FIS
3939
Fischer Investment Strategies
California
$231K +$219K +550 New
KG
3940
Kilter Group
New York
$231K +$44.5K +112 +26%
MFG
3941
Mustico Financial Group
New York
$231K +$1.59K +4 +0.6%
RLWM
3942
RF&L Wealth Management
Massachusetts
$229K -$3.98K -10 -2%
PWA
3943
Provenance Wealth Advisors
Florida
$229K +$101K +253 +87%
PS
3944
Planning Strategies
Pennsylvania
$229K +$217K +545 New
HB
3945
Horizon Bancorp
Indiana
$229K +$217K +545 New
GP
3946
Guardian Partners
Canada
$228K -$232K -583 -52%
BA
3947
Bluesphere Advisors
Pennsylvania
$228K -$45.7K -115 -17%
GJIA
3948
Glass Jacobson Investment Advisors
Maryland
$228K -$33.8K -85 -14%
IA
3949
IFS Advisors
Kansas
$228K
MWM
3950
McMill Wealth Management
Nebraska
$228K +$216K +542 New