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Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
2051
CAP Partners LLC
Tennessee
$226K -$14.1K -98 -5%
LA
2052
Lifeworks Advisors
Michigan
$226K +$269K +1,870 New
SA
2053
Strategic Advocates
Utah
$226K +$40.1K +279 +18%
FC
2054
Farringdon Capital
United Kingdom
$226K +$269K +1,867 New
SSWM
2055
Smith Salley Wealth Management
North Carolina
$225K -$121K -842 -31%
APA
2056
Astoria Portfolio Advisors
New York
$224K +$14K +97 +5%
RRCM
2057
Rappaport Reiches Capital Management
Illinois
$224K -$91.4K -635 -25%
CAC
2058
Certified Advisory Corp
Florida
$224K -$8.2K -57 -3%
MA
2059
MCF Advisors
Kentucky
$224K +$21.9K +152 +9%
BWM
2060
Buckley Wealth Management
Nevada
$223K – – –
AG
2061
AmeriFlex Group
Nevada
$223K +$277K +1,926 New
WCFA
2062
Walkner Condon Financial Advisors
Wisconsin
$223K -$12.1K -84 -4%
GHA
2063
GW Henssler & Associates
Georgia
$223K – – –
FPL
2064
Fortress Private Ledger
North Carolina
$221K +$264K +1,832 New
GTAM
2065
Global Trust Asset Management
Florida
$221K +$31.1K +216 +13%
LGWM
2066
Litman Gregory Wealth Management
California
$221K +$21.6K +150 +9%
HCMG
2067
Howard Capital Management Group
California
$221K – – –
NERM
2068
New England Research & Management
Illinois
$220K -$1.2M -8,338 -82%
CWA
2069
Consilio Wealth Advisors
Washington
$220K -$10.2K -71 -4%
SN
2070
Sittner & Nelson
Oregon
$220K +$1.15K +8 +0.4%
WWC
2071
Waypoint Wealth Counsel
Georgia
$219K +$18K +125 +7%
OPTFSNA
2072
Old Point Trust & Financial Services N A
Virginia
$219K – – –
SIA
2073
Strategic Investment Advisors
Michigan
$219K -$21.3K -148 -8%
SMA
2074
Seven Mile Advisory
New Jersey
$218K -$24.9K -173 -9%
OWA
2075
Outlook Wealth Advisors
Texas
$218K +$21K +146 +9%
81 82
83
84 85