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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
3026
Redwood Financial Network
Ohio
$509K -$5.75K -55 -1%
RB
3027
Renasant Bank
Mississippi
$509K -$360K -3,445 -44%
NFP
3028
Narus Financial Partners
Utah
$508K -$4.5K -43 -1%
RBWA
3029
RFG - Bristol Wealth Advisors
Massachusetts
$507K +$105 +1 +0%
SFS
3030
Sharp Financial Services
Pennsylvania
$507K -$132K -1,258 -23%
TCM
3031
Traub Capital Management
Massachusetts
$506K -$121K -1,158 -21%
ZAM
3032
Zevin Asset Management
Massachusetts
$506K – – –
NCTC
3033
New Covenant Trust Company
Indiana
$506K +$30K +287 +7%
BWMG
3034
Barnes Wealth Management Group
California
$505K -$59.1K -565 -12%
BHIA
3035
Birch Hill Investment Advisors
Massachusetts
$504K – – –
MC
3036
Matisse Capital
Oregon
$504K -$132K -1,263 -23%
LAS
3037
Lloyd Advisory Services
Georgia
$503K -$493K -4,711 -52%
DWP
3038
Destiny Wealth Partners
Florida
$503K -$328K -3,135 -42%
AA
3039
Acorns Advisers
California
$502K +$17.2K +164 +4%
ACP
3040
Argyle Capital Partners
California
$502K +$113K +1,084 +34%
CGFA
3041
Colton Groome Financial Advisors
North Carolina
$501K +$732 +7 +0.2%
WFAG
3042
Wescott Financial Advisory Group
Pennsylvania
$501K +$20.7K +198 +5%
SSCA
3043
South Shore Capital Advisors
Massachusetts
$501K – – –
BRG
3044
Bay Rivers Group
Virginia
$500K +$47.2K +451 +12%
SCA
3045
Strathmore Capital Advisors
North Carolina
$500K +$51.1K +489 +12%
B
3046
BetterWealth
California
$500K +$732 +7 +0.2%
SAFS
3047
S&A Financial Services
Kansas
$498K +$837 +8 +0.2%
EF
3048
Entrust Financial
Pennsylvania
$498K -$3.77K -36 -0.8%
SFS
3049
Security Financial Services
Indiana
$498K -$41K -392 -8%
BA
3050
Ballast Advisors
Minnesota
$498K -$18.4K -176 -4%
120 121
122
123 124