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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1951
Klingman & Associates
New York
$214K -$28.9K -764 -12%
EPP
1952
ETF Portfolio Partners
Kansas
$213K +$213K +5,626 New
RCG
1953
Rock Creek Group
District of Columbia
$213K +$5.41K +143 +3%
SFG
1954
StrategIQ Financial Group
Indiana
$213K +$213K +5,622 New
SFA
1955
Source Financial Advisors
New York
$213K +$212K +5,611 New
YWM
1956
Yoder Wealth Management
California
$212K +$211K +5,591 New
WCA
1957
Waypoint Capital Advisors
Minnesota
$211K +$211K +5,571 New
GA
1958
Greenspring Advisors
Maryland
$210K -$11.2K -297 -5%
LGG
1959
Luts & Greenleigh Group
Maryland
$210K +$209K +5,532 New
MF
1960
Meridian Financial
Massachusetts
$210K +$209K +5,526 New
PA
1961
Perennial Advisors
New York
$209K -$65.4K -1,730 -24%
FG
1962
Foster Group
Iowa
$209K +$208K +5,504 New
WAG
1963
Wallace Advisory Group
California
$209K +$208K +5,504 New
DOA
1964
D'Orazio & Associates
Virginia
$208K +$208K +5,496 New
SIMG
1965
Sonora Investment Management Group
Arizona
$208K +$208K +5,490 New
ACM
1966
Allred Capital Management
Texas
$208K +$207K +5,485 New
NCM
1967
Northwest Capital Management
Oregon
$208K +$207K +5,479 New
IF
1968
Integrity Financial
Wyoming
$207K +$207K +5,470 New
KCM
1969
Kathmere Capital Management
Pennsylvania
$207K +$207K +5,467 New
SP
1970
Successful Portfolios
Florida
$206K +$206K +5,440 New
RRCM
1971
Rappaport Reiches Capital Management
Illinois
$206K +$206K +5,438 New
IWP
1972
Innova Wealth Partners
Pennsylvania
$206K +$206K +5,438 New
WG
1973
Welch Group
Alabama
$206K -$16.5K -436 -7%
SDWMA
1974
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K +$205K +5,413 New
VFP
1975
Verus Financial Partners
Virginia
$205K -$9.07K -240 -5%
77 78
79
80 81