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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2051
Rollins Financial Advisors
New York
$280K -$98.2K -646 -27%
AAS
2052
Annex Advisory Services
Wisconsin
$280K +$35.1K +231 +16%
MA
2053
MCF Advisors
Kentucky
$280K -$3.5K -23 -1%
AT
2054
American Trust
Kentucky
$278K -$7.14K -47 -3%
IC
2055
Inscription Capital
Texas
$277K +$21K +138 +9%
ZIMP
2056
Zimmermann Investment Management & Planning
Pennsylvania
$277K +$26.1K +172 +11%
WWC
2057
Waypoint Wealth Counsel
Georgia
$277K +$17.3K +114 +7%
BCG
2058
Breakwater Capital Group
New Jersey
$275K +$255K +1,679 New
LGWM
2059
Litman Gregory Wealth Management
California
$275K – – –
S
2060
Sunpointe
Missouri
$275K -$608 -4 -0.2%
MPI
2061
Mairs & Power Inc
Minnesota
$275K – – –
NAMNJ
2062
NorthStar Asset Management (New Jersey)
New Jersey
$274K +$3.5K +23 +1%
LNB
2063
Ledyard National Bank
$274K +$28K +184 +12%
HCA
2064
Heck Capital Advisors
Wisconsin
$274K -$6.23K -41 -2%
MCA
2065
Martin Capital Advisors
Texas
$273K +$18.2K +120 +8%
YIA
2066
YHB Investment Advisors
Connecticut
$273K +$5.47K +36 +2%
OWA
2067
Outlook Wealth Advisors
Texas
$272K +$6.84K +45 +3%
SC
2068
Sepio Capital
Utah
$272K +$251K +1,655 New
SWRP
2069
Summit Wealth & Retirement Planning
California
$271K -$6.08K -40 -2%
SCG
2070
Sonata Capital Group
Washington
$271K +$251K +1,650 New
MAG
2071
Mayfair Advisory Group
Alabama
$270K -$3.04K -20 -1%
COCM
2072
Charter Oak Capital Management
New Hampshire
$269K +$28.6K +188 +13%
WIC
2073
Woodmont Investment Counsel
Tennessee
$269K -$11.7K -77 -4%
AFC
2074
AFT Forsyth & Company
Florida
$268K – – –
FIC
2075
Family Investment Center
Missouri
$266K +$246K +1,622 New
81 82
83
84 85