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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2651
HT Partners
Connecticut
$206K – – –
IA
2652
Insight Advisors
Pennsylvania
$205K -$9.76K -197 -5%
RWM
2653
RKL Wealth Management
Pennsylvania
$205K +$205K +4,136 New
NJBEST
2654
New Jersey Better Educational Savings Trust
New Jersey
$204K – – –
MSFP
2655
Mark Sheptoff Financial Planning
Connecticut
$204K +$29.7K +600 +17%
MIA
2656
MainStreet Investment Advisors
Illinois
$203K – – –
SAM
2657
Secure Asset Management
Michigan
$203K +$203K +4,095 New
RRA
2658
Round Rock Advisors
Connecticut
$203K +$203K +4,096 New
PL
2659
Parthenon LLC
Kentucky
$202K – – –
RG
2660
Renaissance Group
Kentucky
$201K – – –
EWP
2661
Engrave Wealth Partners
Texas
$201K +$7.04K +142 +4%
ACM
2662
Advance Capital Management
Michigan
$201K +$201K +4,050 New
SC
2663
Sierra Capital
Florida
$200K -$123K -2,486 -38%
FIM
2664
Fernwood Investment Management
Massachusetts
$200K – – –
NCM
2665
Neumann Capital Management
California
$200K – – –
NEAM
2666
New England Asset Management
Connecticut
$200K – – –
WIA
2667
Wealthstreet Investment Advisors
Texas
$198K – – –
WIM
2668
Westside Investment Management
California
$196K +$26.7K +538 +3%
HS
2669
Horan Securities
United States
$188K +$50 +1 +0%
PP
2670
PFS Partners
New Jersey
$184K – – –
TCWA
2671
Ten Capital Wealth Advisors
Washington
$183K -$10.1K -204 -5%
LF
2672
Lee Financial
Texas
$182K +$57.6K +1,162 +46%
JMF
2673
Johnson Midwest Financial
Iowa
$180K +$13.4K +270 +8%
MWC
2674
MBM Wealth Consultants
Missouri
$179K -$28.5K -575 -14%
SCA
2675
Sandy Cove Advisors
Massachusetts
$173K +$23.7K +478 +16%
105 106
107
108 109