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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2676
Rossby Financial
Florida
$339K +$368K +5,971 New
AT
2677
American Trust
Kentucky
$338K -$79K -1,283 -19%
RBC
2678
Roble Belko & Company
Pennsylvania
$338K – – –
FCM
2679
Fire Capital Management
California
$337K -$4.8K -78 -1%
PMG
2680
ProVise Management Group
Florida
$337K -$3.69K -60 -1%
MPM
2681
MBB Public Markets
Illinois
$337K +$336K +5,459 New
NC
2682
North Capital
Utah
$336K +$336K +5,452 New
RFP
2683
Root Financial Partners
California
$336K +$17.1K +277 +5%
TF
2684
Trek Financial
Arizona
$336K +$14.7K +238 +5%
RFW
2685
Rainier Family Wealth
Washington
$336K -$115K -1,860 -25%
HFBOT
2686
Home Federal Bank of Tennessee
Tennessee
$335K – – –
CA
2687
Carson Advisory
Georgia
$335K -$5.42K -88 -2%
JAFL
2688
Jay A. Fishman Ltd
Michigan
$335K -$154K -2,500 -32%
ALA
2689
Atlas Legacy Advisors
California
$335K -$3.26K -53 -1%
TW
2690
Traveka Wealth
California
$334K +$125K +2,024 +60%
OWA
2691
Octavia Wealth Advisors
Ohio
$333K -$3.57K -58 -1%
CW
2692
Channel Wealth
California
$333K -$12.3K -200 -4%
FOA
2693
Five Oceans Advisors
California
$332K +$331K +5,372 New
MPIA
2694
Mountain Pacific Investment Advisers
Idaho
$331K +$18.5K +300 +6%
CFGA
2695
Cambridge Financial Group (Arizona)
Arizona
$331K +$8K +130 +2%
SVCP
2696
Silicon Valley Capital Partners
California
$331K +$221K +3,596 +195%
PHIC
2697
Pine Haven Investment Counsel
Massachusetts
$330K – – –
IPW
2698
Intergy Private Wealth
Colorado
$330K -$5.05K -82 -2%
GG
2699
Greenwood Gearhart
Arkansas
$330K -$281K -4,566 -46%
GFG
2700
Greenberg Financial Group
Arizona
$329K +$261K +4,244 New
106 107
108
109 110