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Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
2901
David J. Yvars Group
Florida
$276K -$30.2K -112 -11%
WDA
2902
Wendell David Associates
New Hampshire
$275K +$1.62K +6 +0.6%
FFA
2903
Fragasso Financial Advisors
Pennsylvania
$275K +$8.35K +31 +3%
ST
2904
Sabal Trust
Florida
$274K +$3.77K +14 +2%
ABTD
2905
Arvest Bank Trust Division
Oklahoma
$273K +$250K +928 New
SWRP
2906
Summit Wealth & Retirement Planning
California
$272K +$249K +925 New
PCM
2907
Poehling Capital Management
Wisconsin
$271K -$87.5K -325 -26%
AMG
2908
Asset Management Group
Connecticut
$270K – – –
RWA
2909
RGT Wealth Advisors
Texas
$269K -$37.2K -138 -13%
RS
2910
Retirement Solution
Washington
$267K +$11K +41 +5%
MA
2911
MBA Advisors
Pennsylvania
$266K +$243K +904 New
TFIPS
2912
Towarzystwo Funduszy Inwestycyjnych PZU SA
$265K – – –
EWG
2913
Executive Wealth Group
Washington
$265K – – –
LCC
2914
Lincoln Capital Corp
Rhode Island
$265K -$210K -780 -46%
CWM
2915
Curi Wealth Management
North Carolina
$265K -$25.3K -94 -9%
MJP
2916
Michael J. Puzo
$265K -$13.5K -50 -5%
MAG
2917
MRA Advisory Group
New Jersey
$265K -$2.15K -8 -0.9%
AWM
2918
Affinity Wealth Management
Delaware
$265K – – –
CCA
2919
Clearwater Capital Advisors
Illinois
$265K – – –
G
2920
GenTrust
Florida
$265K – – –
RBCM
2921
Raub Brock Capital Management
California
$264K – – –
SWG
2922
Summit Wealth Group
Vermont
$263K -$22.1K -82 -8%
RIG
2923
RiverFront Investment Group
Virginia
$263K +$240K +893 New
GM
2924
GeoWealth Management
Illinois
$261K +$91.8K +341 +63%
IP
2925
Investment Partners
Ohio
$259K -$31K -115 -12%
115 116
117
118 119