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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBOF
2701
City National Bank of Florida
Florida
$2.17M +$762K +1,246 +48%
VW
2702
Vantus Wealth
Pennsylvania
$2.17M +$2.36M +3,859 New
HPC
2703
Hobart Private Capital
North Carolina
$2.17M -$399K -653 -14%
PFP
2704
Paragon Financial Partners
California
$2.17M +$11.6K +19 +0.5%
CIS
2705
Custom Index Systems
New York
$2.17M -$160K -262 -6%
RGF
2706
Retirement Guys Formula
Ohio
$2.16M +$163K +267 +7%
EWM
2707
Evermay Wealth Management
Virginia
$2.16M -$449K -735 -16%
RH
2708
RFG Holdings
Texas
$2.16M +$96.6K +158 +4%
AGAM
2709
Audent Global Asset Management
California
$2.16M -$289K -473 -11%
HCM
2710
Hollencrest Capital Management
California
$2.16M -$854K -1,396 -27%
AA
2711
Argent Advisors
Louisiana
$2.15M +$124K +203 +6%
SF
2712
Sun Financial
Utah
$2.15M +$240K +393 +12%
SWGC
2713
Summit Wealth Group (Colorado)
Colorado
$2.14M +$292K +478 +14%
HL
2714
HeadInvest LLC
Maine
$2.14M +$1.07M +1,747 +85%
CPWL
2715
Coquina Private Wealth LLC
Florida
$2.14M +$12.8K +21 +0.6%
CCP
2716
Carmel Capital Partners
California
$2.14M +$1.37M +2,245 +145%
RWA
2717
River Wealth Advisors
Pennsylvania
$2.14M -$109K -179 -5%
HFS
2718
Hoge Financial Services
Pennsylvania
$2.14M +$219K +358 +10%
AG
2719
AmeriFlex Group
Nevada
$2.12M +$12.8K +21 +0.6%
RSVP
2720
Ramsay Stattman Vela & Price
Colorado
$2.12M +$2.3M +3,768 New
FHC
2721
First Heartland Consultants
Missouri
$2.12M -$174K -285 -7%
NPA
2722
Nichols & Pratt Advisers
Massachusetts
$2.12M +$2.09M +3,416 +976%
SFS
2723
Sharp Financial Services
Pennsylvania
$2.12M -$279K -457 -11%
CWM
2724
Cedar Wealth Management
California
$2.12M +$310K +507 +16%
BHC
2725
Bull Harbor Capital
Maryland
$2.12M +$564K +923 +33%
107 108
109
110 111