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Name Holding Trade Value Shares
Change
Change in
Stake
BWS
4101
BCR Wealth Strategies
Alabama
$208K +$443 +1 +0.2%
EPM
4102
Elm Partners Management
Pennsylvania
$207K -$535K -1,208 -72%
SWM
4103
SFG Wealth Management
Maryland
$207K -$4.43K -10 -2%
DFG
4104
Dynamic Financial Group
Iowa
$207K -$133K -300 -39%
Braun Stacey Associates
4105
Braun Stacey Associates
New York
$207K – – –
AWA
4106
Adapt Wealth Advisors
Georgia
$206K +$203K +459 New
VIM
4107
Vancity Investment Management
British Columbia, Canada
$206K – – –
AWMNH
4108
Arcadia Wealth Management (New Hampshire)
New Hampshire
$206K -$5.76K -13 -3%
HA
4109
Hofer & Associates
California
$206K -$31.9K -72 -14%
TAM
4110
Townsend Asset Management
North Carolina
$206K – – –
FF
4111
Financial Futures
New Jersey
$206K +$203K +457 New
WCM
4112
Wealthcare Capital Management
Virginia
$205K – – –
IWP
4113
IAG Wealth Partners
Wisconsin
$204K – – –
SFM
4114
Stack Financial Management
Montana
$204K +$201K +453 New
MPM
4115
Meritage Portfolio Management
Kansas
$204K -$13.3K -30 -6%
FFW
4116
Fusion Family Wealth
New York
$204K – – –
HSWM
4117
Hubbell Strickland Wealth Management
Louisiana
$203K -$6.65K -15 -3%
RWM
4118
Raffa Wealth Management
District of Columbia
$203K +$28.4K +64 +16%
MAFA
4119
MJT & Associates Financial Advisory
Minnesota
$202K -$3.99K -9 -2%
DFC
4120
DBK Financial Counsel
Ohio
$202K – – –
DI
4121
Disciplined Investments
Oklahoma
$202K – – –
FRA
4122
Front Row Advisors
California
$202K – – –
KLWA
4123
Kelly Lawrence W & Associates
California
$202K – – –
LRIC
4124
Long Road Investment Counsel
Michigan
$202K – – –
SPA
4125
Sound Portfolio Advisors
Connecticut
$202K +$199K +450 New