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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2851
Mark Sheptoff Financial Planning
Connecticut
$348K – – –
SPI
2852
Sutton Place Investors
New York
$348K +$46.8K +86 +16%
WA
2853
Wealthstream Advisors
New York
$347K +$9.8K +18 +3%
ONSWM
2854
Old North State Wealth Management
North Carolina
$346K -$115K -212 -25%
WIC
2855
WealthBridge Investment Counsel
Alberta, Canada
$346K – – –
MPIA
2856
Mountain Pacific Investment Advisers
Idaho
$345K – – –
CWM
2857
Chicago Wealth Management
Illinois
$345K – – –
IWN
2858
Independent Wealth Network
Iowa
$344K +$2.18K +4 +0.6%
FNWA
2859
Financial Network Wealth Advisors
Utah
$344K +$55K +101 +19%
FFG
2860
First Financial Group
North Carolina
$344K -$72.4K -133 -18%
VNA
2861
Valley National Advisers
Pennsylvania
$343K +$127K +234 +59%
RBWA
2862
RFG - Bristol Wealth Advisors
Massachusetts
$343K +$8.71K +16 +3%
IEFM
2863
IQ EQ Fund Management
Ireland
$342K -$127K -234 -27%
EFL
2864
ERn Financial LLC
Wisconsin
$342K -$19.6K -36 -5%
CAGAS
2865
Capital Advisory Group Advisory Services
Minnesota
$341K +$8.71K +16 +3%
ACC
2866
Acorn Creek Capital
Colorado
$341K +$15.2K +28 +5%
JFA
2867
JNBA Financial Advisors
Minnesota
$340K -$21.8K -40 -6%
VWM
2868
Vigilare Wealth Management
Arizona
$340K – – –
SLT
2869
St Louis Trust
Missouri
$339K +$114K +209 +51%
PFW
2870
Petros Family Wealth
Minnesota
$339K +$23.4K +43 +7%
APG
2871
Abacus Planning Group
South Carolina
$338K +$90.4K +166 +37%
GC
2872
Gibson Capital
Pennsylvania
$337K +$63.7K +117 +23%
AC
2873
Apella Capital
Connecticut
$337K +$355K +653 New
GIP
2874
Greatmark Investment Partners
Georgia
$337K -$54.4K -100 -14%
KCPG
2875
Kavar Capital Partners Group
Kansas
$336K – – –
113 114
115
116 117