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Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
2701
Alpine Bank Wealth Management
Colorado
$249K – – –
RRA
2702
Round Rock Advisors
Connecticut
$249K – – –
OFS
2703
Oldfather Financial Services
Nebraska
$249K +$240K +819 New
I
2704
INVST
Indiana
$249K +$12.3K +42 +5%
LCM
2705
Leisure Capital Management
California
$248K +$18.2K +62 +8%
EGWAG
2706
Elwood & Goetz Wealth Advisory Group
Georgia
$248K – – –
BFM
2707
Brooklands Fund Management
United Kingdom
$248K +$220K +750 New
FA
2708
Faithward Advisors
Pennsylvania
$248K +$880 +3 +0.4%
SSCA
2709
South Shore Capital Advisors
Massachusetts
$248K +$239K +815 New
PF
2710
Prota Financial
Texas
$247K +$239K +813 New
UWM
2711
USAdvisors Wealth Management
Minnesota
$247K -$4.11K -14 -2%
BMM
2712
Berkshire Money Management
Massachusetts
$246K +$238K +811 New
EC
2713
EdgeRock Capital
Colorado
$246K +$7.33K +25 +3%
CPG
2714
Cornerstone Planning Group
New Jersey
$246K +$199K +679 +1,698%
DP
2715
Denver PWM
Colorado
$246K – – –
WFM
2716
Wolff Financial Management
Michigan
$246K – – –
IP
2717
Isthmus Partners
Wisconsin
$245K -$173K -590 -42%
TL
2718
Tradewinds LLC
North Carolina
$245K – – –
WIA
2719
Westbourne Investment Advisors
Maryland
$245K – – –
SM
2720
Sweeney & Michel
California
$244K +$192K +653 New
OCM
2721
Osbon Capital Management
Massachusetts
$243K +$235K +801 New
SFC
2722
Strategic Financial Concepts
Texas
$243K -$116K -395 -33%
CWIG
2723
Chung Wu Investment Group
Texas
$243K – – –
GA
2724
Gordian Advisors
Arizona
$243K – – –
JWBC
2725
John W. Brooker & Co
California
$243K – – –