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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3151
WestHill Financial Advisors
California
$221K +$213K +434 New
CCA
3152
Cora Capital Advisors
New Jersey
$221K -$5.88K -12 -3%
FFL
3153
Financial Freedom LLC
Ohio
$220K +$33.8K +69 +19%
ESBC
3154
E.S. Barr & Co
Kentucky
$220K +$3.43K +7 +2%
FA
3155
Fountainhead AM
New Jersey
$219K +$6.37K +13 +3%
TWM
3156
TriaGen Wealth Management
California
$218K – – –
AFP
3157
Alpha Financial Partners
Kentucky
$218K +$210K +428 New
TH
3158
Team Hewins
California
$217K +$209K +427 New
CBFP
3159
Cedar Brook Financial Partners
Ohio
$217K -$1.36M -2,768 -87%
RIP
3160
RAM Investment Partners
Washington
$217K +$10.3K +21 +5%
KCFA
3161
Key Client Fiduciary Advisors
New Jersey
$217K -$1.96K -4 -0.9%
AA
3162
Addison Advisors
Vermont
$216K +$30.4K +62 +17%
WCM
3163
Windward Capital Management
California
$216K -$23K -47 -10%
OA
3164
Oxbow Advisors
Texas
$216K -$7.85M -16,007 -97%
MPPLM
3165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$216K – – –
ARG
3166
Advisory Resource Group
Oklahoma
$215K – – –
NC
3167
Napatree Capital
Rhode Island
$215K +$207K +423 New
CPP
3168
Capasso Planning Partners
South Carolina
$215K -$980 -2 -0.5%
SCA
3169
Southern Capital Advisors
Tennessee
$215K -$8.82K -18 -4%
DTL
3170
Dynamic Technology Lab
Singapore
$215K +$206K +421 New
TFM
3171
Trademark Financial Management
Minnesota
$215K +$207K +422 New
PIFP
3172
Partners in Financial Planning
Virginia
$214K – – –
SWM
3173
Scissortail Wealth Management
Oklahoma
$214K +$206K +421 New
Harris Associates
3174
Harris Associates
Illinois
$214K -$422K -860 -67%
VWM
3175
Vivid Wealth Management
Iowa
$214K -$494K -1,007 -71%