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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2451
Shepherd Financial Partners
Massachusetts
$639K +$38.6K +259 +6%
CPW
2452
Crestmont Private Wealth
Texas
$638K -$159K -1,071 -20%
SPI
2453
Sutton Place Investors
New York
$637K +$11.3K +76 +2%
MCC
2454
Malaga Cove Capital
California
$636K +$253K +1,699 +65%
FA
2455
Faithward Advisors
Pennsylvania
$636K -$11.9K -80 -2%
HS
2456
Horan Securities
United States
$635K -$24.3K -163 -4%
FFO
2457
Fiduciary Family Office
Florida
$635K +$9.08K +61 +1%
CCM
2458
Carderock Capital Management
Maryland
$634K – – –
WAG
2459
Winthrop Advisory Group
Massachusetts
$634K +$893 +6 +0.1%
LWM
2460
LJI Wealth Management
Indiana
$633K -$33.2K -223 -5%
LWM
2461
Lakeridge Wealth Management
Ohio
$632K -$128K -857 -17%
CS
2462
Capital Square
Tennessee
$632K +$42.3K +284 +7%
SNB
2463
Security National Bank
Nebraska
$632K – – –
HFRG
2464
Houlihan Financial Resource Group
Virginia
$631K +$638K +4,283 New
NRW
2465
Nova R Wealth
Kansas
$630K +$5.21K +35 +0.8%
BIA
2466
Barry Investment Advisors
Massachusetts
$630K +$26.9K +181 +4%
GJIA
2467
Glass Jacobson Investment Advisors
Maryland
$629K +$595 +4 +0.1%
MCM
2468
McRae Capital Management
New Jersey
$629K – – –
ARG
2469
Advisory Resource Group
Oklahoma
$629K -$10.4K -70 -2%
JFA
2470
JNBA Financial Advisors
Minnesota
$627K – – –
AFPL
2471
Advus Financial Partners, LLC
Florida
$626K -$70.8K -476 -10%
RFN
2472
RDA Financial Network
Iowa
$625K +$8.04K +54 +1%
TF
2473
Tudor Financial
Ohio
$625K +$632K +4,243 New
WAM
2474
WNY Asset Management
New York
$625K +$2.68K +18 +0.4%
RA
2475
Ruggaard & Associates
Ohio
$625K -$8.93K -60 -1%
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99
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