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Name Holding Trade Value Shares
Change 		Change in
Stake
FPH
2226
Financial Planning Hawaii
Hawaii
$214K +$220K +989 New
HP
2227
Haven Private
Florida
$213K -$22.2K -100 -9%
SFG
2228
Seamount Financial Group
Colorado
$212K +$218K +980 New
CFG
2229
Chapman Financial Group
Hawaii
$211K – – –
LWA
2230
Legacy Wealth Advisors
Florida
$211K +$217K +975 New
SLWA
2231
San Luis Wealth Advisors
California
$211K -$53.4K -240 -20%
MC
2232
Mathes Company
New York
$211K -$15.6K -70 -7%
TCTWM
2233
Three Cord True Wealth Management
Pennsylvania
$210K +$216K +972 New
TC
2234
Trust Company
Kansas
$210K +$15.6K +70 +8%
BWS
2235
Broadway Wealth Solutions
Texas
$210K +$216K +969 New
CFAM
2236
Center For Asset Management
Florida
$210K +$216K +969 New
RH
2237
RFG Holdings
Texas
$210K +$216K +969 New
TIM
2238
Tortoise Investment Management
New York
$210K +$216K +969 New
KDA
2239
Kraft Davis & Associates
Missouri
$210K – – –
CFSG
2240
Community Financial Services Group
Vermont
$209K +$135K +605 +171%
CC
2241
Clearwave Capital
California
$209K +$215K +965 New
SP
2242
SIH Partners
Delaware
$209K +$215K +965 New
FP
2243
Financial Perspectives
Minnesota
$209K – – –
LGG
2244
Luts & Greenleigh Group
Maryland
$208K +$214K +963 New
SJGA
2245
Stephen J. Garry & Associates
New York
$208K -$22.2K -100 -9%
MA
2246
MKT Advisors
California
$208K -$58.5K -263 -23%
KFC
2247
Klingenstein Fields & Co
New York
$208K +$214K +960 New
TF
2248
Talbot Financial
Washington
$208K +$214K +960 New
WF
2249
Whelan Financial
California
$208K -$63.4K -285 -23%
BSSFA
2250
Baron Silver Stevens Financial Advisors
Florida
$208K +$213K +959 New
88 89
90
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