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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
2676
Retirement Planning Company of New England
Rhode Island
$471K +$211K +401 +74%
HOWA
2677
Heritage Oak Wealth Advisors
Florida
$470K +$20K +38 +4%
CSIC
2678
Clifford Swan Investment Counsel
California
$469K -$761K -1,445 -61%
TFA
2679
Tobias Financial Advisors
Florida
$468K -$166K -316 -25%
OHWP
2680
Oak Harbor Wealth Partners
North Carolina
$468K -$24.2K -46 -5%
LJAC
2681
L.J. Altfest & Co
New York
$468K +$2.11K +4 +0.4%
VR
2682
Valued Retirements
Texas
$468K – – –
WWM
2683
Walser Wealth Management
Florida
$467K +$61.1K +116 +14%
SPW
2684
Signet Private Wealth
Illinois
$466K -$88K -167 -15%
PCS
2685
Private Client Services
Kentucky
$465K +$12.6K +24 +3%
JWA
2686
JFS Wealth Advisors
Pennsylvania
$465K -$65.8K -125 -12%
NRG
2687
Nemes Rush Group
Michigan
$465K -$11.1K -21 -2%
FAN
2688
Financial Advisors Network
California
$465K – – –
PWC
2689
Pathfinder Wealth Consulting
North Carolina
$464K +$99K +188 +25%
VCP
2690
Verus Capital Partners
Arizona
$464K -$8.95K -17 -2%
4A
2691
4Wealth Advisors
Illinois
$464K +$46.9K +89 +10%
NCM
2692
Noesis Capital Mangement
Florida
$463K -$111K -210 -18%
DG
2693
Dala Group
Illinois
$460K -$830K -1,576 -63%
GGI
2694
GPM Growth Investors
Michigan
$459K +$23.7K +45 +5%
SFS
2695
Symphony Financial Services
Ohio
$459K – – –
OF
2696
Optimize Financial
California
$456K +$480K +912 New
PM
2697
Pembroke Management
Quebec, Canada
$455K -$23.2K -44 -5%
EPW
2698
Endeavor Private Wealth
Kansas
$455K -$2.63K -5 -0.5%
BTD
2699
BankPlus Trust Department
Mississippi
$454K – – –
NL
2700
Navalign LLC
California
$454K – – –
106 107
108
109 110