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Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
2101
Harel Insurance Investments & Financial Services
Israel
$337K -$15.4K -60 -5%
MW
2102
MBL Wealth
North Carolina
$337K -$12.3K -48 -4%
SFG
2103
Sovereign Financial Group
Connecticut
$336K -$5.63K -22 -2%
PBK
2104
Peoples Bank (Kansas)
Kansas
$335K – – –
WA
2105
Wealth Architects
California
$335K +$6.4K +25 +2%
GMA
2106
Glassy Mountain Advisors
Maryland
$335K -$5.12K -20 -2%
WDG
2107
Wealth Dimensions Group
Ohio
$335K -$12.8K -50 -4%
BFC
2108
Bedel Financial Consulting
Indiana
$333K -$31.5K -123 -9%
LDB
2109
Lee, Danner & Bass
Tennessee
$333K -$25.6K -100 -8%
CAGAS
2110
Capital Advisory Group Advisory Services
Minnesota
$333K -$6.4K -25 -2%
DA
2111
DSC Advisors
Illinois
$332K -$22.5K -88 -7%
TFM
2112
TFC Financial Management
Massachusetts
$332K +$85.8K +335 +38%
BOS
2113
Bank of Stockton
California
$332K -$61K -238 -16%
JCFM
2114
JBR Co Financial Management
Oklahoma
$332K -$10.2K -40 -3%
SCA
2115
Sandy Cove Advisors
Massachusetts
$332K +$15.6K +61 +5%
YWM
2116
Yoder Wealth Management
California
$331K +$7.68K +30 +3%
SEA
2117
Stegent Equity Advisors
Texas
$330K +$309K +1,207 New
GF
2118
Gries Financial
Ohio
$330K +$308K +1,204 New
FNBSF
2119
First National Bank Sioux Falls
South Dakota
$328K -$31.8K -124 -9%
JF
2120
JSF Financial
California
$328K -$1.54K -6 -0.5%
SPC
2121
Spirepoint Private Client
Florida
$327K -$65.3K -255 -18%
RIA
2122
Regal Investment Advisors
Michigan
$327K -$215K -838 -41%
DWS
2123
Dynamic Wealth Strategies
California
$326K -$36.1K -141 -11%
GA
2124
GSG Advisors
New Jersey
$325K +$24.6K +96 +9%
NWWA
2125
New Wave Wealth Advisors
Arkansas
$323K -$32.8K -128 -10%
83 84
85
86 87