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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
Claro Advisors
Massachusetts
$353K – – –
RGF
877
Retirement Guys Formula
Ohio
$352K +$402K +8,055 New
MA
878
MCF Advisors
Kentucky
$351K +$401K +8,032 New
FHA
879
First Horizon Advisors
Tennessee
$350K -$136K -2,719 -25%
JEST
880
JTC Employer Solutions Trustee
Jersey
$350K – – –
RCWM
881
Royal Capital Wealth Management
Indiana
$350K – – –
BI
882
Bramshill Investments
Florida
$349K +$398K +7,968 New
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$348K -$64.2K -1,285 -14%
HA
884
HFG Advisors
Ohio
$348K +$104K +2,085 +36%
CWM
885
C2C Wealth Management
Arizona
$346K -$247K -4,938 -38%
ACI
886
Alpha Cubed Investments
California
$346K +$138K +2,754 +54%
EWM
887
Evermay Wealth Management
Virginia
$343K +$12.9K +258 +3%
PCM
888
Princeton Capital Management
New Jersey
$343K +$14.6K +292 +4%
PCP
889
Proficio Capital Partners
Massachusetts
$343K +$68.2K +1,366 +21%
FMWA
890
Forvis Mazars Wealth Advisors
Missouri
$342K +$25K +500 +7%
HFM
891
Harvest Fund Management
China
$339K -$170K -3,407 -30%
DA
892
Denali Advisors
California
$337K -$20K -400 -5%
HAM
893
Hedges Asset Management
Nevada
$335K – – –
SS
894
Simplicity Solutions
Minnesota
$333K -$532K -10,665 -58%
GFP
895
Gryphon Financial Partners
Ohio
$333K +$11.7K +234 +3%
MWA
896
Meridian Wealth Advisors
Texas
$331K +$23.7K +475 +7%
SC
897
Savant Capital
Illinois
$329K +$3.89K +78 +1%
CPIG
898
Chicago Partners Investment Group
Illinois
$329K +$133K +2,671 +41%
BP
899
Ballentine Partners
Massachusetts
$328K -$73K -1,462 -16%
DCM
900
DGS Capital Management
New Jersey
$328K +$120K +2,413 +48%
34 35
36
37 38