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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1951
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K +$77.5K +924 +41%
RFS
1952
Retirement Financial Solutions
Tennessee
$236K +$27K +322 +11%
FL
1953
Fort LP
Maryland
$236K -$85.6K -1,021 -24%
AWM
1954
Aberdeen Wealth Management
Illinois
$236K +$31.9K +381 +14%
FWP
1955
FAS Wealth Partners
Kansas
$235K – – –
AIS
1956
AM Investment Strategies
Tennessee
$234K +$264K +3,153 New
CPA
1957
Cardiff Park Advisors
California
$234K -$36.4K -434 -12%
EW
1958
Evoke Wealth
California
$233K +$18.1K +216 +7%
OWM
1959
OneAscent Wealth Management
Alabama
$233K -$143K -1,703 -35%
BIP
1960
Blueprint Investment Partners
North Carolina
$232K -$363K -4,329 -58%
HS
1961
Horan Securities
United States
$232K +$7.63K +91 +3%
RCM
1962
RB Capital Management
Nevada
$232K -$78.2K -932 -23%
CWS
1963
Cypress Wealth Services
California
$232K +$11.5K +137 +5%
AT
1964
American Trust
Kentucky
$231K -$515K -6,143 -66%
PFC
1965
Phocas Financial Corp
California
$231K – – –
AO
1966
Advisor OS
Illinois
$230K +$260K +3,100 New
PVI
1967
Pine Valley Investments
New Jersey
$230K +$385K +4,587 New
RAM
1968
Readystate Asset Management
Illinois
$229K +$258K +3,081 New
RF
1969
Robbins Farley
New Hampshire
$229K – – –
SW
1970
Solidarity Wealth
Utah
$229K +$258K +3,075 New
RFA
1971
Resurgent Financial Advisors
Georgia
$228K -$171K -2,039 -40%
BHPW
1972
Beverly Hills Private Wealth
California
$228K +$33.3K +397 +15%
PWP
1973
Private Wealth Partners
California
$228K +$257K +3,068 New
TIA
1974
Tiemann Investment Advisors
California
$227K – – –
GA
1975
Greenspring Advisors
Maryland
$226K +$256K +3,048 New
77 78
79
80 81