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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1401
CX Institutional
Indiana
$746K +$86.2K +2,474 +13%
WPC
1402
Wedmont Private Capital
Pennsylvania
$745K +$211K +6,054 +41%
KFA
1403
Kelleher Financial Advisors
New York
$743K +$2.02K +58 +0.3%
RWP
1404
Ridgecrest Wealth Partners
California
$743K – – –
ISWM
1405
Independent Solutions Wealth Management
New York
$739K -$183K -5,262 -20%
MLL
1406
Moody Lynn & Lieberson
Massachusetts
$739K +$10.1K +290 +1%
CHP
1407
Cable Hill Partners
Oregon
$738K -$177K -5,091 -20%
RMCM
1408
Reynders McVeigh Capital Management
Massachusetts
$737K +$3.97K +114 +0.6%
LFG
1409
Larson Financial Group
Missouri
$732K +$10.9K +312 +2%
WG
1410
Welch Group
Alabama
$728K -$283K -8,124 -28%
MPCL
1411
My Personal CFO LLC
Washington
$727K -$1.01K -29 -0.1%
PFA
1412
Pure Financial Advisors
California
$726K +$4.25K +122 +0.6%
FWTB
1413
First Western Trust Bank
Colorado
$725K -$3.48K -100 -0.5%
PP
1414
PDS Planning
Ohio
$725K +$30.5K +875 +4%
PA
1415
Perennial Advisors
New York
$723K -$220K -6,310 -24%
MCM
1416
McRae Capital Management
New Jersey
$721K – – –
JWCA
1417
J.W. Coons Advisors
Ohio
$717K -$177K -5,079 -20%
FSA
1418
Financial Sense Advisors
California
$716K +$485K +13,909 +223%
LWM
1419
LJI Wealth Management
Indiana
$715K -$10.4K -300 -1%
IPW
1420
Inlet Private Wealth
Florida
$715K -$41.8K -1,201 -6%
HFBOT
1421
Home Federal Bank of Tennessee
Tennessee
$714K -$15.7K -450 -2%
CA
1422
Capital Advantage
California
$714K +$557 +16 +0.1%
AWA
1423
Aaron Wealth Advisors
Illinois
$714K +$49.1K +1,411 +8%
SIP
1424
Scott Investment Partners
United Kingdom
$711K – – –
WBG
1425
Wharton Business Group
Pennsylvania
$709K – – –
55 56
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58 59