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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1476
RFG Advisory
Alabama
$401K -$96.2K -1,018 -19%
VWA
1477
Visionary Wealth Advisors
Illinois
$401K -$24.3K -257 -6%
SVWAG
1478
Sound View Wealth Advisors Group
Georgia
$401K -$15.8K -167 -4%
ADL
1479
Asset Dedication LLC
California
$399K -$13.4K -142 -3%
QFA
1480
Quantum Financial Advisors
California
$399K – – –
RIA
1481
Richwood Investment Advisors
Ohio
$399K -$47.3K -500 -11%
HC
1482
Hara Capital
Washington
$398K – – –
FTC
1483
Farmers Trust Company
Ohio
$398K -$2.46K -26 -0.6%
CCIA
1484
Cherry Creek Investment Advisors
Colorado
$397K – – –
DJSG
1485
D.J. St. Germain
Massachusetts
$396K +$9.45K +100 +2%
ML
1486
McAdam LLC
Pennsylvania
$395K +$20.1K +213 +5%
WMA
1487
West Michigan Advisors
Michigan
$395K +$7.37K +78 +2%
FWI
1488
Facet Wealth Inc
Maryland
$395K +$9.83K +104 +3%
BHWM
1489
Bar Harbor Wealth Management
New Hampshire
$393K -$24.4K -258 -6%
NFTC
1490
North Forty Two & Co
Oregon
$392K – – –
PT
1491
Plimoth Trust
Massachusetts
$391K -$5.11K -54 -1%
ATWA
1492
Arbor Trust Wealth Advisors
Michigan
$391K -$47K -497 -11%
PIA
1493
Perennial Investment Advisors
California
$391K +$3.21K +34 +0.8%
EM
1494
Excalibur Management
Massachusetts
$390K – – –
TAM
1495
Trillium Asset Management
Massachusetts
$390K – – –
AHB
1496
Abner Herrman & Brock
New Jersey
$389K +$389K +4,110 New
FSWA
1497
Financial Synergies Wealth Advisors
Texas
$389K +$5.48K +58 +1%
TFIPS
1498
Towarzystwo Funduszy Inwestycyjnych PZU SA
$388K -$378 -4 -0.1%
NCM
1499
Neumann Capital Management
California
$387K – – –
CCT
1500
Capital City Trust
Florida
$386K +$3.31K +35 +0.9%
58 59
60
61 62