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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2676
Apollon Financial
South Carolina
$339K +$23.8K +386 +8%
HI
2677
Human Investing
Oregon
$339K -$1.78K -29 -0.5%
RF
2678
Rossby Financial
Florida
$339K +$368K +5,971 New
AT
2679
American Trust
Kentucky
$338K -$79K -1,283 -19%
RBC
2680
Roble Belko & Company
Pennsylvania
$338K – – –
FCM
2681
Fire Capital Management
California
$337K -$4.8K -78 -1%
PMG
2682
ProVise Management Group
Florida
$337K -$3.69K -60 -1%
MPM
2683
MBB Public Markets
Illinois
$337K +$336K +5,459 New
NC
2684
North Capital
Utah
$336K +$336K +5,452 New
RFP
2685
Root Financial Partners
California
$336K +$17.1K +277 +5%
TF
2686
Trek Financial
Arizona
$336K +$14.7K +238 +5%
RFW
2687
Rainier Family Wealth
Washington
$336K -$115K -1,860 -25%
HFBOT
2688
Home Federal Bank of Tennessee
Tennessee
$335K – – –
CA
2689
Carson Advisory
Georgia
$335K -$5.42K -88 -2%
JAFL
2690
Jay A. Fishman Ltd
Michigan
$335K -$154K -2,500 -32%
ALA
2691
Atlas Legacy Advisors
California
$335K -$3.26K -53 -1%
TW
2692
Traveka Wealth
California
$334K +$125K +2,024 +60%
OWA
2693
Octavia Wealth Advisors
Ohio
$333K -$3.57K -58 -1%
CW
2694
Channel Wealth
California
$333K -$12.3K -200 -4%
FOA
2695
Five Oceans Advisors
California
$332K +$331K +5,372 New
MPIA
2696
Mountain Pacific Investment Advisers
Idaho
$331K +$18.5K +300 +6%
CFGA
2697
Cambridge Financial Group (Arizona)
Arizona
$331K +$8K +130 +2%
SVCP
2698
Silicon Valley Capital Partners
California
$331K +$221K +3,596 +195%
PHIC
2699
Pine Haven Investment Counsel
Massachusetts
$330K – – –
IPW
2700
Intergy Private Wealth
Colorado
$330K -$5.05K -82 -2%
106 107
108
109 110