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Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
3001
Murphy Middleton Hinkle & Parker
Georgia
$257K +$221K +896 New
SFG
3002
Sterling Financial Group
California
$257K +$221K +895 New
IG
3003
Ithaka Group
Virginia
$257K +$221K +894 New
LFS
3004
Lutz Financial Services
Nebraska
$256K +$220K +892 New
FWP
3005
Firethorn Wealth Partners
Georgia
$255K -$18.5K -75 -8%
JF
3006
JSF Financial
California
$255K +$219K +887 New
WAL
3007
W Advisors LLC
Tennessee
$255K +$219K +887 New
HWA
3008
HHM Wealth Advisors
Tennessee
$254K +$42.4K +172 +24%
MWM
3009
Mascoma Wealth Management
New Hampshire
$254K -$20.2K -82 -9%
WWMSC
3010
Wagner Wealth Management (South Carolina)
South Carolina
$253K +$218K +883 New
BRA
3011
Biechele Royce Advisors
Indiana
$252K +$216K +877 New
TCM
3012
Tanaka Capital Management
New York
$251K – – –
PPW
3013
Presilium Private Wealth
Pennsylvania
$250K -$107K -435 -33%
EIA
3014
Eldridge Investment Advisors
New Hampshire
$250K +$215K +870 New
WA
3015
Wealthstar Advisors
Texas
$249K +$214K +869 New
NRI
3016
NFP Retirement Inc
California
$249K +$214K +869 New
M
3017
MYeCFO
California
$249K +$214K +866 New
Q
3018
QVR
California
$248K +$213K +864 New
OGF
3019
Orin Green Financial
California
$248K +$213K +863 New
RG
3020
Retirement Group
California
$247K -$4.44K -18 -2%
BBPWM
3021
Blue Bell Private Wealth Management
Pennsylvania
$247K +$61.7K +250 +41%
RRA
3022
Round Rock Advisors
Connecticut
$246K +$212K +858 New
CAM
3023
Columbia Asset Management
Michigan
$246K -$33.3K -135 -14%
PHAM
3024
Palisades Hudson Asset Management
Florida
$246K +$211K +854 New
PWC
3025
PYA Waltman Capital
Tennessee
$245K +$198K +801 New
119 120
121
122 123