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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2226
BetterWealth
California
$352K +$1.81K +46 +0.5%
JJBC
2227
James J. Burns & Company
New York
$352K +$357K +9,040 New
FCAG
2228
First Capital Advisors Group
New Jersey
$350K -$66.8K -1,694 -16%
AWM
2229
Affinity Wealth Management
Delaware
$350K +$39 +1 +0%
TFS
2230
Thoroughbred Financial Services
Tennessee
$349K -$69.7K -1,768 -16%
BAM
2231
Byrne Asset Management
New Jersey
$349K -$41.4K -1,050 -10%
GCAC
2232
Guardian Capital Advisors (Canada)
Ontario, Canada
$349K +$38.1K +967 +12%
BFG
2233
Barber Financial Group
Kansas
$345K -$4.58K -116 -1%
SCA
2234
SMH Capital Advisors
Texas
$344K -$43.2K -1,095 -11%
MCM
2235
Manchester Capital Management
Vermont
$343K – – –
AC
2236
Avestar Capital
New York
$343K +$5.64K +143 +2%
SI
2237
Symmetry Investments
Jersey
$342K +$347K +8,800 New
EWA
2238
EverSource Wealth Advisors
Alabama
$342K -$9.19K -233 -3%
CFA
2239
Capstone Financial Advisors
Illinois
$341K -$3.23K -82 -0.9%
LF
2240
LifeSteps Financial
California
$340K -$21.8K -553 -6%
KS
2241
Karpas Strategies
Connecticut
$340K +$1.66K +42 +0.5%
PWM
2242
Prentice Wealth Management
New York
$338K +$18.1K +459 +6%
MG
2243
Mather Group
Illinois
$338K -$98.6K -2,501 -22%
HIIFS
2244
Harel Insurance Investments & Financial Services
Israel
$337K +$19.7K +500 +6%
SIC
2245
SFE Investment Counsel
California
$336K +$7.1K +180 +2%
TFA
2246
Triad Financial Advisors
North Carolina
$336K -$9.46K -240 -3%
AWC
2247
Adamsbrown Wealth Consultants
Kansas
$335K +$2.88K +73 +0.9%
MPW
2248
Monterey Private Wealth
California
$335K +$31.6K +801 +10%
EWA
2249
ERTS Wealth Advisors
Michigan
$334K -$41.6K -1,054 -11%
LWM
2250
LJI Wealth Management
Indiana
$334K +$25.7K +651 +8%
88 89
90
91 92