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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1951
Fi3 Financial Advisors
Indiana
$204K -$25.9K -233 -11%
LA
1952
Lifeworks Advisors
Michigan
$203K +$11.6K +104 +6%
M
1953
MATAURO
New York
$203K -$47.8K -430 -18%
CAAS
1954
Capital Asset Advisory Services
Michigan
$203K -$332K -2,983 -60%
WWC
1955
Waypoint Wealth Counsel
Georgia
$202K +$17.8K +160 +9%
FOA
1956
Five Oceans Advisors
California
$202K -$13.5K -121 -6%
SAW
1957
Signal Advisors Wealth
Michigan
$202K +$219K +1,968 New
SIA
1958
Strategic Investment Advisors
Michigan
$201K +$16.7K +150 +8%
SW
1959
SlateStone Wealth
Florida
$201K -$44.5K -400 -17%
SHFP
1960
Second Half Financial Partners
Florida
$201K -$95.3K -857 -30%
AF
1961
Apollon Financial
South Carolina
$201K -$145K -1,302 -40%
BC
1962
Barrett & Company
Rhode Island
$198K +$111K +1,000 +108%
RFA
1963
Reyes Financial Architecture
California
$198K +$44.1K +397 +26%
LI
1964
LRI Investments
Florida
$197K +$32.5K +292 +1%
SHIM
1965
Stone House Investment Management
Pennsylvania
$196K -$8.12K -73 -4%
CAL
1966
Capital Analysts LLC
Pennsylvania
$196K +$24.5K +220 +13%
GPI
1967
General Partner Inc
Pennsylvania
$196K – – –
AIM
1968
Acropolis Investment Management
Missouri
$194K +$12.9K +116 +7%
TIA
1969
Tiemann Investment Advisors
California
$193K – – –
HB
1970
Horizon Bancorp
Indiana
$192K +$56.3K +506 +37%
GPFA
1971
Game Plan Financial Advisors
Ohio
$187K -$488K -4,388 -71%
OPTFSNA
1972
Old Point Trust & Financial Services N A
Virginia
$186K – – –
OC
1973
Oakworth Capital
Alabama
$184K – – –
CAL
1974
Capital Advisors Ltd
Ohio
$181K +$28.4K +255 +17%
HCP
1975
Hexagon Capital Partners
Arkansas
$180K -$233K -2,095 -54%
77 78
79
80 81