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Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1951
ETF Store
Kansas
$202K +$198K +2,789 New
RG
1952
Renaissance Group
Kentucky
$201K +$207K +2,908 New
BSB
1953
Bangor Savings Bank
Maine
$201K -$2.63K -37 -1%
RZH
1954
Relyea Zuckerberg Hanson
Connecticut
$201K +$207K +2,905 New
TNA
1955
True North Advisors
Texas
$200K -$555K -7,800 -73%
SSW
1956
Stone Summit Wealth
Florida
$200K – – –
TIA
1957
Tiemann Investment Advisors
California
$200K -$10.7K -150 -5%
HCP
1958
Hexagon Capital Partners
Arkansas
$200K +$37.1K +522 +22%
UBV
1959
United Bank (Virginia)
Virginia
$200K – – –
LB
1960
Legacy Bridge
Iowa
$198K – – –
WAM
1961
WFA Asset Management
Wisconsin
$197K +$1.64K +23 +0.8%
GITFIT
1962
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$195K +$14.2K +200 +8%
TWD
1963
True Wealth Design
Ohio
$194K -$36.4K -511 -15%
GWSG
1964
GPS Wealth Strategies Group
Colorado
$190K -$5.55K -78 -3%
AIM
1965
Acropolis Investment Management
Missouri
$190K -$18K -253 -8%
RBC
1966
Roble Belko & Company
Pennsylvania
$187K – – –
PMFA
1967
Plante Moran Financial Advisors
Michigan
$182K +$51.4K +723 +38%
CFD
1968
Creative Financial Designs
Indiana
$180K +$8.04K +113 +5%
AA
1969
Addison Advisors
Vermont
$179K -$51.3K -721 -22%
ICM
1970
Islay Capital Management
Texas
$176K – – –
CA
1971
Centerpoint Advisors
Massachusetts
$174K – – –
NECFA
1972
New England Capital Financial Advisors
Connecticut
$172K -$9.32K -131 -5%
CIR
1973
Clear Investment Research
Georgia
$170K +$996 +14 +0.6%
LTI
1974
Laffer Tengler Investments
Tennessee
$170K -$2.72M -38,226 -94%
HFS
1975
Hantz Financial Services
Michigan
$169K -$4.83M -67,923 -97%
77 78
79
80 81