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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
2701
TCTC Holdings
Texas
$409K – – –
FFWM
2702
Future Financial Wealth Management
Ohio
$407K +$49K +196 +12%
RIM
2703
Rockbridge Investment Management
New York
$405K -$156K -625 -26%
CFD
2704
Creative Financial Designs
Indiana
$404K +$8.75K +35 +2%
CST
2705
Charles Schwab Trust
Nevada
$403K -$236K -945 -34%
HP
2706
HT Partners
Connecticut
$403K +$37K +148 +9%
SAM
2707
Simplify Asset Management
Nevada
$403K +$453K +1,811 New
PG
2708
Prostatis Group
Maryland
$400K +$25K +100 +6%
AIA
2709
Arbor Investment Advisors
North Carolina
$400K -$6K -24 -1%
RWP
2710
Ridgecrest Wealth Partners
California
$400K -$500 -2 -0.1%
PCMF
2711
Private Capital Management (Florida)
Florida
$400K +$450K +1,799 New
KOC
2712
Koss-Olinger Consulting
Florida
$398K -$31.7K -127 -7%
AA
2713
ALPS Advisors
Colorado
$397K -$251K -1,003 -36%
MPPLM
2714
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$396K +$40.7K +163 +10%
SIM
2715
Studio Investment Management
Illinois
$396K +$129K +516 +41%
WA
2716
Waddell & Associates
Tennessee
$394K -$35.2K -141 -7%
OIS
2717
Okabena Investment Services
Minnesota
$394K – – –
GC
2718
Gruss & Co
Florida
$394K +$175K +700 +65%
BCP
2719
Berkeley Capital Partners
Georgia
$392K -$18.2K -73 -4%
DACG
2720
Donor Advised Charitable Giving
California
$392K – – –
TF
2721
TimeScale Financial
Massachusetts
$391K -$131K -523 -23%
CL
2722
CSS LLC
Illinois
$391K – – –
EIP
2723
Ellis Investment Partners
Pennsylvania
$390K +$176K +703 +67%
PCMC
2724
Private Capital Management (Colorado)
Colorado
$390K +$186K +745 +74%
SFP
2725
Sterling Financial Planning
New Jersey
$389K -$34.7K -139 -7%
107 108
109
110 111