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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1676
Sepio Capital
Utah
$216K +$210K +606 New
EFP
1677
Envision Financial Planning
Tennessee
$216K +$210K +605 New
RWMH
1678
Riverpoint Wealth Management Holdings
Illinois
$215K +$210K +604 New
AIM
1679
Advyzon Investment Management
Illinois
$215K +$209K +602 New
RFA
1680
Reyes Financial Architecture
California
$214K +$209K +602 New
OL
1681
OneFund LLC
Florida
$214K -$21.5K -62 -9%
CIG
1682
Cullen Investment Group
Louisiana
$214K -$17K -49 -8%
VC
1683
Vicus Capital
Pennsylvania
$214K -$111K -320 -35%
YWS
1684
Yarger Wealth Strategies
Ohio
$214K +$208K +600 New
AA
1685
Altrafin AG
$214K -$274K -790 -57%
EB
1686
Eastern Bank
Massachusetts
$214K -$35.8K -103 -15%
NPCM
1687
New Paradigm Capital Management
Virginia
$214K +$208K +600 New
SFG
1688
SageGuard Financial Group
Tennessee
$213K +$208K +599 New
TWM
1689
TRB Wealth Management
Texas
$213K +$207K +596 New
TWD
1690
True Wealth Design
Ohio
$213K +$47.2K +136 +29%
SAM
1691
Secure Asset Management
Michigan
$213K +$207K +597 New
CSA
1692
Cornerstone Select Advisors
Missouri
$213K +$207K +597 New
BBA
1693
Braun-Bostich & Associates
Pennsylvania
$212K +$207K +596 New
SFG
1694
Seamount Financial Group
Colorado
$212K +$207K +595 New
JFGIW
1695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K – – –
WCM
1696
Weaver Capital Management
Georgia
$211K +$206K +593 New
FWI
1697
Facet Wealth Inc
Maryland
$211K +$206K +592 New
SFG
1698
Sovereign Financial Group
Connecticut
$210K +$205K +590 New
RZH
1699
Relyea Zuckerberg Hanson
Connecticut
$210K +$205K +590 New
FCM
1700
Fourpath Capital Management
Oklahoma
$209K -$109K -313 -35%
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68
69 70