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Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
2151
H&H Retirement Design & Management
Nevada
$590K +$550K +5,266 New
RFM
2152
Royal Fund Management
Florida
$588K -$8.15K -78 -2%
LGWM
2153
Litman Gregory Wealth Management
California
$587K – – –
RIS
2154
Retirement Income Solutions
Michigan
$587K +$7K +67 +1%
TNBTD
2155
Trustmark National Bank Trust Department
Mississippi
$585K -$9.3K -89 -2%
TCM
2156
Triumph Capital Management
Colorado
$584K -$279K -2,673 -36%
LF
2157
LifeSteps Financial
California
$584K +$11.3K +108 +2%
QPW
2158
Quantum Private Wealth
Florida
$583K – – –
EIP
2159
Ellis Investment Partners
Pennsylvania
$583K -$24.8K -237 -5%
HA
2160
Harbor Advisors
Florida
$582K – – –
HBCM
2161
Heron Bay Capital Management
Michigan
$581K – – –
SAI
2162
Systematic Alpha Investments
New Jersey
$579K – – –
FNBOMD
2163
First National Bank of Mount Dora
Florida
$579K -$522 -5 -0.1%
KHCM
2164
Kirtland Hills Capital Management
Ohio
$577K +$572K +5,480 New
FC
2165
FCA Corp
Texas
$577K +$1.78K +17 +0.4%
WFI
2166
West Family Investments
California
$576K +$30.7K +294 +7%
SFG
2167
Sovereign Financial Group
Connecticut
$575K +$152K +1,459 +45%
CWA
2168
CM Wealth Advisors
Ohio
$574K +$569K +5,448 New
OL
2169
OneFund LLC
Florida
$574K -$12.3K -118 -2%
ACM
2170
Argent Capital Management
Missouri
$573K – – –
SFA
2171
Source Financial Advisors
New York
$573K +$1.25K +12 +0.3%
SCM
2172
Saxony Capital Management
Missouri
$572K -$67.7K -648 -12%
GWA
2173
GGM Wealth Advisors
Maryland
$572K -$108K -1,030 -18%
CSC
2174
Caldwell Sutter Capital
California
$571K -$31.6K -303 -6%
PJSIMP
2175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$571K -$540K -5,169 -53%
85 86
87
88 89