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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1001
Chesley Taft & Associates
Illinois
$571K +$10K +444 +2%
MSFP
1002
Mark Sheptoff Financial Planning
Connecticut
$571K +$372K +16,500 +138%
NMC
1003
Nine Masts Capital
Hong Kong
$571K +$642K +28,500 New
APP
1004
Avantax Planning Partners
Iowa
$568K -$55K -2,439 -8%
ST
1005
Smithfield Trust
Pennsylvania
$567K -$121K -5,346 -16%
CIAS
1006
Capital Investment Advisory Services
North Carolina
$565K -$393K -17,432 -38%
PCM
1007
Poehling Capital Management
Wisconsin
$562K +$113K +5,000 +22%
CLA
1008
Carnegie Lake Advisors
New Jersey
$561K +$2.28K +101 +0.4%
LF
1009
Lantz Financial
Illinois
$559K -$114K -5,051 -15%
4WM
1010
44 Wealth Management
Oregon
$557K +$721 +32 +0.1%
WHC
1011
Wulff, Hansen & Co
California
$556K -$29.6K -1,315 -5%
SJIM
1012
St. Johns Investment Management
Florida
$555K -$120K -5,333 -16%
EWS
1013
Evergreen Wealth Solutions
Pennsylvania
$555K +$174K +7,702 +39%
NIM
1014
Northeast Investment Management
Massachusetts
$555K -$69.4K -3,078 -10%
JWCA
1015
J.W. Cole Advisors
Florida
$553K -$135K -5,971 -18%
WA
1016
Wealth Architects
California
$547K -$39.4K -1,747 -6%
IVP
1017
Intrinsic Value Partners
Arizona
$546K -$34.6K -1,537 -5%
CCFM
1018
Clear Creek Financial Management
Washington
$543K -$191K -8,471 -24%
CT
1019
Caldwell Trust
Florida
$542K -$30.9K -1,373 -5%
CGL
1020
Clarius Group LLC
Washington
$542K -$129K -5,731 -17%
DLA
1021
Douglas Lane & Associates
New York
$542K -$136K -6,023 -18%
JMFC
1022
J.M. Forbes & Co
Massachusetts
$541K -$2.16K -96 -0.4%
RBC
1023
Romano Brothers & Co
Illinois
$540K -$848K -37,602 -58%
WKSWA
1024
White Knight Strategic Wealth Advisors
New Jersey
$539K +$308K +13,665 +103%
TCM
1025
Traynor Capital Management
Pennsylvania
$538K +$340K +15,074 +128%
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