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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2051
Twin Focus Capital Partners
Massachusetts
$269K +$11.1K +106 +4%
ST
2052
Somerset Trust
Pennsylvania
$269K +$26.6K +253 +11%
HFS
2053
Heritage Financial Services
Massachusetts
$269K +$39.7K +378 +17%
MFGM
2054
Marshall Financial Group (Maryland)
Maryland
$268K -$53.2K -506 -16%
ICP
2055
Interchange Capital Partners
Pennsylvania
$267K -$24.9K -237 -8%
PIA
2056
Powell Investment Advisors
Florida
$267K +$3.89K +37 +1%
RGF
2057
Retirement Guys Formula
Ohio
$267K +$33.8K +322 +14%
SEEDPG
2058
S.E.E.D. Planning Group
New York
$266K -$14.1K -134 -5%
JWM
2059
Jeppson Wealth Management
California
$266K +$2.1K +20 +0.8%
AWM
2060
Aberdeen Wealth Management
Illinois
$265K +$20.6K +196 +8%
TFF
2061
The Family Firm
Maryland
$264K +$7.14K +68 +3%
RDWM
2062
Red Door Wealth Management
Tennessee
$263K +$6.83K +65 +3%
MAM
2063
McLean Asset Management
Virginia
$263K +$8.09K +77 +3%
FAN
2064
Financial Advisors Network
California
$262K -$14.8K -141 -5%
WCM
2065
Wedge Capital Management
North Carolina
$261K -$7.88K -75 -3%
CMS
2066
Capital Market Strategies
Florida
$261K – – –
AA
2067
Advisory Alpha
Michigan
$261K +$271K +2,575 New
IA
2068
IFG Advisors
Missouri
$260K +$6.93K +66 +3%
ZB
2069
Zions Bancorporation
Utah
$260K +$146K +1,386 +117%
YMRC
2070
Yorktown Management & Research Company
Virginia
$259K -$43.3K -412 -14%
TCM
2071
Traynor Capital Management
Pennsylvania
$258K -$112K -1,065 -29%
MIM
2072
Meridiem Investment Management
United Kingdom
$258K – – –
WCM
2073
WealthBridge Capital Management
Ohio
$258K +$105 +1 +0%
BSB
2074
Bangor Savings Bank
Maine
$257K -$4.31K -41 -2%
WH
2075
Willner & Heller
California
$257K -$2.42K -23 -0.9%
81 82
83
84 85