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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2151
Mark Sheptoff Financial Planning
Connecticut
$342K – – –
1CP
2152
17 Capital Partners
Arizona
$342K +$374K +1,085 New
CAM
2153
Claret Asset Management
Quebec, Canada
$340K -$1.72K -5 -0.5%
FIM
2154
Fernwood Investment Management
Massachusetts
$340K – – –
SSWM
2155
Sheets Smith Wealth Management
North Carolina
$339K -$189K -550 -34%
WCWM
2156
Willow Creek Wealth Management
California
$338K -$14.5K -42 -4%
GG
2157
Golden Green
South Carolina
$337K -$25.5K -74 -6%
CP
2158
Camelot Portfolios
Ohio
$333K +$4.48K +13 +1%
CC
2159
Cypress Capital
Tennessee
$333K -$68.9K -200 -16%
SVCP
2160
Silicon Valley Capital Partners
California
$332K -$96.4K -280 -21%
CWA
2161
Consilio Wealth Advisors
Washington
$332K +$6.54K +19 +2%
CWA
2162
Choice Wealth Advisors
Maine
$332K +$363K +1,053 New
SWAG
2163
Spectrum Wealth Advisory Group
California
$331K +$344 +1 +0.1%
RFN
2164
Redwood Financial Network
Ohio
$329K -$8.61K -25 -2%
RRCM
2165
Rappaport Reiches Capital Management
Illinois
$327K +$36.5K +106 +11%
DHFB
2166
Dixon Hubard Feinour & Brown
Virginia
$327K -$227K -660 -39%
SBWIC
2167
Schaper Benz & Wise Investment Counsel
Wisconsin
$327K +$46.5K +135 +15%
AFA
2168
American Financial Advisors
Georgia
$326K – – –
SCFS
2169
S.C. Financial Services
Arizona
$326K +$689 +2 +0.2%
SOW
2170
State of Wyoming
Wyoming
$325K -$939K -2,726 -73%
RCM
2171
Raleigh Capital Management
North Carolina
$325K +$344 +1 +0.1%
XSC
2172
X-Square Capital
Puerto Rico
$325K +$26.9K +78 +8%
LDB
2173
Lee, Danner & Bass
Tennessee
$324K – – –
SRC
2174
Sage Rhino Capital
California
$323K -$8.27K -24 -2%
ED
2175
Exane Derivatives
France
$320K -$296K -860 -46%
85 86
87
88 89