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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
2126
Retirement Planning Company of New England
Rhode Island
$619K -$488 -10 -0.1%
BBW
2127
Blue Barn Wealth
Utah
$618K +$34.5K +707 +6%
FHC
2128
First Heartland Consultants
Missouri
$618K +$140K +2,866 +32%
BAM
2129
BOS Asset Management
Illinois
$615K +$18.9K +388 +3%
LWM
2130
Liberty Wealth Management
California
$615K +$573K +11,738 New
BAM
2131
Beaumont Asset Management
Texas
$613K +$573K +11,735 New
SCA
2132
St. Clair Advisors
Ohio
$613K +$293K +6,000 +105%
SPW
2133
Sonoma Private Wealth
California
$613K +$310K +6,357 +118%
AWM
2134
Accel Wealth Management
Iowa
$612K +$3.08K +63 +0.5%
HI
2135
Human Investing
Oregon
$610K -$75.8K -1,553 -12%
ZIG
2136
Zuckerman Investment Group
Illinois
$610K – – –
MGWM
2137
Marks Group Wealth Management
Minnesota
$609K +$73.1K +1,497 +15%
AIM
2138
Acropolis Investment Management
Missouri
$608K -$57.8K -1,184 -9%
MTIC
2139
Missouri Trust & Investment Company
Missouri
$608K +$252K +5,170 +80%
ICP
2140
Interchange Capital Partners
Pennsylvania
$607K +$321K +6,574 +132%
ACA
2141
Affinity Capital Advisors
California
$606K +$89.2K +1,827 +19%
ACL
2142
Applied Capital LLC
Florida
$605K -$17.9K -367 -3%
KA
2143
Kozak & Associates
Colorado
$605K -$3.96K -81 -0.7%
AMM
2144
American Money Management
California
$605K -$56.2K -1,151 -9%
WEG
2145
World Equity Group
Illinois
$604K -$925K -18,943 -88%
LTAS
2146
Linden Thomas Advisory Services
North Carolina
$604K +$233K +4,776 +71%
SL
2147
Salomon & Ludwin
Virginia
$603K – – –
KA
2148
Klingman & Associates
New York
$602K -$10.2K -209 -2%
AFPL
2149
Advus Financial Partners, LLC
Florida
$602K +$59.1K +1,210 +12%
SFG
2150
Sunburst Financial Group
Alabama
$601K -$13.2K -270 -2%
84 85
86
87 88