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Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
2126
Briggs Advisory Group
Rhode Island
$225K +$233K +2,414 New
WH
2127
Willner & Heller
California
$225K +$4.92K +51 +2%
SHWM
2128
Smith & Howard Wealth Management
Georgia
$224K +$10.1K +105 +5%
FPAS
2129
Focus Partners Advisor Solutions
Missouri
$224K -$359K -3,720 -61%
CRC
2130
Curi RMB Capital
Illinois
$223K +$3.18K +33 +1%
NEPPG
2131
New England Professional Planning Group
Rhode Island
$223K -$9.07K -94 -4%
DFG
2132
Delta Financial Group
New Jersey
$222K +$230K +2,383 New
I
2133
INVST
Indiana
$222K -$144K -1,497 -37%
WTFG
2134
Wells Trecaso Financial Group
Ohio
$221K -$48.2K -500 -17%
AFG
2135
Allegheny Financial Group
Pennsylvania
$220K +$5.6K +58 +3%
MF
2136
Montis Financial
Massachusetts
$220K +$228K +2,359 New
PWM
2137
PRW Wealth Management
Massachusetts
$220K – – –
SL
2138
Salomon & Ludwin
Virginia
$220K +$227K +2,357 New
BF
2139
Brogan Financial
Tennessee
$220K +$227K +2,356 New
VC
2140
Veracity Capital
Georgia
$220K -$131K -1,358 -37%
PCMC
2141
Paragon Capital Management (Colorado)
Colorado
$217K -$17.8K -184 -7%
SWIM
2142
Smallwood Wealth Investment Management
New Jersey
$217K -$29K -301 -11%
WTA
2143
Washington Trust Advisors
Massachusetts
$217K -$66.9K -693 -23%
LFG
2144
Larson Financial Group
Missouri
$216K +$137K +1,419 +157%
D
2145
Diversified
Delaware
$215K +$223K +2,312 New
PFS
2146
Physicians Financial Services
North Carolina
$215K – – –
MTWM
2147
Masso Torrence Wealth Management
New Jersey
$215K -$21.9K -227 -9%
MCM
2148
Monarch Capital Management
Indiana
$215K – – –
DE
2149
Day & Ennis
Georgia
$214K +$222K +2,301 New
ZIMP
2150
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$5.4K +56 +2%
84 85
86
87 88