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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2826
Montis Financial
Massachusetts
$218K – – –
LF
2827
Lee Financial
Texas
$218K +$26.2K +136 +11%
PPG
2828
Peak Planning Group
Colorado
$218K +$260K +1,350 New
AT
2829
Arvest Trust
Oklahoma
$217K -$24.9K -129 -9%
WCAMG
2830
Woodard & Company Asset Management Group
North Carolina
$216K -$223K -1,154 -46%
KWM
2831
Kolinsky Wealth Management
New Jersey
$216K -$38.8K -201 -13%
HFP
2832
Holistic Financial Partners
Indiana
$215K +$32.8K +170 +15%
HAC
2833
Harbor Advisory Corp
New Hampshire
$214K -$6.75K -35 -3%
RWM
2834
Raffa Wealth Management
District of Columbia
$214K – – –
B
2835
Bensler
Washington
$213K -$2.36M -12,211 -90%
MWM
2836
Merriman Wealth Management
Washington
$213K -$199K -1,030 -44%
DSA
2837
Droms Strauss Advisors
Missouri
$213K +$193 +1 +0.1%
CCFCSB
2838
Cape Cod Five Cents Savings Bank
Massachusetts
$213K +$37.2K +193 +17%
ATI
2839
Act Two Investors
California
$213K +$255K +1,320 New
MWM
2840
Mattern Wealth Management
Kansas
$212K +$965 +5 +0.4%
RW
2841
Rede Wealth
Virginia
$212K +$2.51K +13 +1%
AWMG
2842
Alliance Wealth Management Group
New Jersey
$212K +$2.89K +15 +1%
RG
2843
Retirement Group
California
$212K +$32.4K +168 +15%
SC
2844
Sonen Capital
California
$212K +$254K +1,316 New
LCC
2845
Lincoln Capital Corp
Rhode Island
$211K -$708K -3,670 -74%
CFAM
2846
Center For Asset Management
Florida
$211K -$320K -1,660 -56%
PWP
2847
Perfromance Wealth Partners
Illinois
$211K +$253K +1,309 New
NWM
2848
Northcape Wealth Management
New York
$210K -$215K -1,112 -46%
VFPI
2849
Vantage Financial Partners (Illinois)
Illinois
$210K +$19.3K +100 +8%
TF
2850
Tompkins Financial
New York
$209K -$83.5K -433 -25%
112 113
114
115 116