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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2851
SOA Wealth Advisors
New York
$737K +$7.67K +28 +1%
IP
2852
Ignite Planners
California
$737K +$14.3K +52 +2%
BWM
2853
Blossom Wealth Management
California
$732K -$3.56K -13 -0.5%
KFS
2854
Kaizen Financial Strategies
California
$731K +$56.2K +205 +8%
NAMNJ
2855
NorthStar Asset Management (New Jersey)
New Jersey
$731K +$1.1K +4 +0.1%
SIAG
2856
Safeguard Investment Advisory Group
California
$730K -$85.2K -311 -10%
CPA
2857
Court Place Advisors
Maryland
$730K – – –
RWI
2858
Red Wave Investments
Pennsylvania
$729K – – –
IPAM
2859
Investment Partners Asset Management
New Jersey
$726K +$9.59K +35 +1%
TFIPS
2860
Towarzystwo Funduszy Inwestycyjnych PZU SA
$725K +$19.2K +70 +3%
BI
2861
Ballast Inc
Kentucky
$725K +$757K +2,761 New
NERM
2862
New England Research & Management
Illinois
$722K +$754K +2,752 New
HWMO
2863
Heritage Wealth Management (Ohio)
Ohio
$721K +$730K +2,665 New
MTIC
2864
Missouri Trust & Investment Company
Missouri
$720K -$8.22K -30 -1%
BWG
2865
Berry Wealth Group
Texas
$720K +$71.3K +260 +10%
AFA
2866
Arlington Financial Advisors
California
$718K – – –
ALC
2867
Alexander Labrunerie & Co
Missouri
$717K – – –
ERWM
2868
Elk River Wealth Management
Colorado
$717K – – –
AWS
2869
Aspen Wealth Strategies
Colorado
$715K -$46K -168 -6%
SWM
2870
Scissortail Wealth Management
Oklahoma
$714K +$81.7K +298 +12%
RP
2871
Rice Partnership
Hawaii
$714K -$23.8K -87 -3%
SL
2872
Sentinus LLC
Illinois
$713K +$26.6K +97 +4%
HHRDM
2873
H&H Retirement Design & Management
Nevada
$713K -$31.8K -116 -4%
DAM
2874
Draper Asset Management
New York
$706K +$124K +451 +20%
BL
2875
Balentine LLC
Georgia
$705K -$11.4M -41,653 -94%
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