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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1976
Blueprint Investment Partners
North Carolina
$208K +$188K +2,636 New
BOSSRA
1977
B.O.S.S. Retirement Advisors
Utah
$208K -$34.4K -483 -16%
HCM
1978
Hengehold Capital Management
Ohio
$208K -$52.9K -743 -22%
SFG
1979
StrategIQ Financial Group
Indiana
$208K +$187K +2,628 New
LFA
1980
Laraway Financial Advisors
Minnesota
$207K +$20.3K +285 +12%
PMFA
1981
Plante Moran Financial Advisors
Michigan
$207K +$14.8K +208 +9%
MCM
1982
Monument Capital Management
Virginia
$207K +$187K +2,622 New
TW
1983
Traveka Wealth
California
$206K +$186K +2,611 New
NPP
1984
New Potomac Partners
Maryland
$206K +$186K +2,610 New
ASG
1985
Ariston Services Group
California
$206K +$186K +2,608 New
1WM
1986
1858 Wealth Management
Ohio
$206K +$185K +2,605 New
GB
1987
Goepper Burkhardt
South Carolina
$206K +$192K +2,695 New
CHA
1988
Carmichael Hill & Associates
Maryland
$206K -$22.2K -312 -11%
NC
1989
NBW Capital
Massachusetts
$206K +$185K +2,603 New
OWM
1990
OneAscent Wealth Management
Alabama
$205K +$184K +2,590 New
SAM
1991
SignalPoint Asset Management
Missouri
$203K +$183K +2,575 New
FI
1992
FWG Investments
Kentucky
$203K +$183K +2,568 New
PFA
1993
Pure Financial Advisors
California
$202K +$182K +2,552 New
TWP
1994
Tyche Wealth Partners
Texas
$202K +$182K +2,552 New
RZH
1995
Relyea Zuckerberg Hanson
Connecticut
$201K +$181K +2,546 New
SMWM
1996
Silvia McColl Wealth Management
California
$201K +$181K +2,542 New
LFA
1997
Legacy Financial Advisors
Kentucky
$201K +$181K +2,540 New
IA
1998
IFG Advisors
Missouri
$200K +$181K +2,538 New
TCMP
1999
Thrive Capital Management (Pennsylvania)
Pennsylvania
$200K -$4.27K -60 -2%
CB
2000
CNB Bank
Pennsylvania
$199K -$26K -365 -13%
78 79
80
81 82