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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1901
PDS Planning
Ohio
$680K -$7.54K -70 -1%
PSP
1902
Principal Street Partners
Tennessee
$679K +$9.26K +86 +1%
WPA
1903
West Paces Advisors
Georgia
$678K – – –
HC
1904
Hara Capital
Washington
$677K – – –
IIC
1905
Integrated Investment Consultants
Michigan
$676K – – –
NCM
1906
NCM Capital Management
New Jersey
$674K -$16.1K -150 -2%
EFG
1907
Everhart Financial Group
Ohio
$673K +$119K +1,110 +19%
PTP
1908
Platform Technology Partners
New York
$670K +$727K +6,749 New
APG
1909
Abacus Planning Group
South Carolina
$670K +$15.2K +141 +2%
EAM
1910
Empirical Asset Management
Massachusetts
$669K +$1.07M +9,953 +539%
PFWA
1911
Paces Ferry Wealth Advisors
Georgia
$667K -$17.3K -161 -2%
GWSG
1912
GPS Wealth Strategies Group
Colorado
$666K -$2.8K -26 -0.4%
CWS
1913
Cypress Wealth Services
California
$665K -$121K -1,127 -14%
OWA
1914
Opal Wealth Advisors
New York
$658K -$57.5K -534 -7%
JGIA
1915
Jackson Grant Investment Advisers
Connecticut
$657K – – –
GFA
1916
Gallagher Fiduciary Advisors
Illinois
$657K +$25.7K +239 +4%
SFP
1917
Shepherd Financial Partners
Massachusetts
$656K +$316K +2,937 +80%
PFG
1918
PAX Financial Group
Texas
$655K +$80.5K +748 +13%
BWP
1919
Baldwin Wealth Partners
Massachusetts
$654K -$13K -121 -2%
ECA
1920
Elevated Capital Advisors
Utah
$653K +$50.1K +465 +8%
PWPS
1921
Pinnacle Wealth Planning Services
Ohio
$651K -$92.8K -862 -12%
SWP
1922
Strategic Wealth Partners
Ohio
$649K -$4.95K -46 -0.7%
ZIM
1923
Zacks Investment Management
Illinois
$648K +$156K +1,445 +28%
EP
1924
Edgestream Partners
New Jersey
$644K +$281K +2,610 +67%
RFS
1925
Richardson Financial Services
Massachusetts
$643K -$90.2K -838 -11%
75 76
77
78 79