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Name Holding Trade Value Shares
Change 		Change in
Stake
AR
3126
Apeiron RIA
Texas
$747K -$54.1K -160 -7%
TFA
3127
Tranquilli Financial Advisor
New Jersey
$745K -$16.9K -50 -2%
MMHP
3128
Murphy Middleton Hinkle & Parker
Georgia
$743K – – –
AWAG
3129
ARS Wealth Advisors Group
Florida
$741K -$46.7K -138 -6%
AAG
3130
Armstrong Advisory Group
Massachusetts
$740K – – –
WA
3131
Westfuller Advisors
New York
$740K +$204K +603 +40%
PPW
3132
Parcion Private Wealth
Washington
$740K +$102K +300 +17%
OWA
3133
ORBA Wealth Advisors
Illinois
$739K -$11.2K -33 -2%
COCM
3134
Charter Oak Capital Management
New Hampshire
$738K +$71.7K +212 +11%
TCM
3135
Towercrest Capital Management
Pennsylvania
$735K -$87.6K -259 -11%
HHRDM
3136
H&H Retirement Design & Management
Nevada
$733K -$1.01K -3 -0.1%
CPWA
3137
Cerro Pacific Wealth Advisors
California
$731K -$15.9K -47 -2%
NCG
3138
Newport Capital Group
New Jersey
$730K +$20.6K +61 +3%
RA
3139
Rational Advisors
New York
$728K -$306K -904 -30%
ANC
3140
Ames National Corp
Iowa
$727K +$25.4K +75 +4%
BAM
3141
Bosun Asset Management
Illinois
$725K -$58.2K -172 -8%
CBT
3142
CoreFirst Bank & Trust
Kansas
$725K – – –
CSB
3143
City State Bank
Iowa
$724K – – –
QCIG
3144
Quad-Cities Investment Group
Iowa
$721K -$13.2K -39 -2%
SHFP
3145
Second Half Financial Partners
Florida
$721K +$106K +313 +18%
CPC
3146
Consolidated Planning Corp
Georgia
$720K -$24.4K -72 -3%
CG
3147
Clifford Group
Massachusetts
$720K +$29.1K +86 +4%
CFFP
3148
Center for Financial Planning
Michigan
$720K +$6.77K +20 +1%
BDF
3149
Black Diamond Financial
Maryland
$718K +$22.3K +66 +3%
BWA
3150
BlueChip Wealth Advisors
Georgia
$718K +$8.8K +26 +1%
124 125
126
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