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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2676
Gibson Capital
Pennsylvania
$519K – – –
CFS
2677
Commonwealth Financial Services
West Virginia
$518K +$15.3K +96 +3%
SP
2678
Successful Portfolios
Florida
$517K -$148K -930 -22%
HA
2679
HC Advisors
Georgia
$517K -$310K -1,942 -37%
HFS
2680
Heritage Financial Services
Massachusetts
$515K -$12.1K -76 -2%
WFAG
2681
Wescott Financial Advisory Group
Pennsylvania
$513K +$65.5K +411 +14%
HIC
2682
Hartline Investment Corp
Illinois
$512K -$1.61M -10,108 -76%
SAG
2683
Spotlight Asset Group
Illinois
$511K – – –
RWP
2684
Revolve Wealth Partners
New Jersey
$510K +$9.41K +59 +2%
BWA
2685
Bordeaux Wealth Advisors
California
$508K +$37.3K +234 +8%
RDFA
2686
Ritter Daniher Financial Advisory
Ohio
$508K -$17.5K -110 -3%
HWM
2687
HFR Wealth Management
New York
$506K – – –
WF
2688
Whelan Financial
California
$506K +$26.2K +164 +5%
LF
2689
Lee Financial
Texas
$506K +$44K +276 +9%
PA
2690
Probity Advisors
Texas
$506K -$3.51K -22 -0.7%
PBT
2691
Pictet Bank & Trust
Bahamas
$505K – – –
LAM
2692
Lakewood Asset Management
Illinois
$504K +$1.59K +10 +0.3%
MWM
2693
MinichMacGregor Wealth Management
New York
$503K – – –
VNA
2694
Valley National Advisers
Pennsylvania
$503K -$11.5K -72 -2%
MFG
2695
Midwest Financial Group
Kansas
$503K +$2.87K +18 +0.6%
RWS
2696
Resolute Wealth Strategies
Mississippi
$501K +$6.22K +39 +1%
BSG
2697
Black Swift Group
Colorado
$500K -$159K -1,000 -24%
PS
2698
Planned Solutions
California
$500K +$52.9K +332 +12%
ODA
2699
One Degree Advisors
California
$499K – – –
TAM
2700
Tucker Asset Management
Colorado
$497K +$66.5K +417 +15%
106 107
108
109 110