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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3026
Sterling Financial Planning
New Jersey
$903K +$10.3K +20 +1%
NP
3027
Ninepoint Partners
Ontario, Canada
$900K +$714K +1,387 +750%
LA
3028
Lifeworks Advisors
Michigan
$900K +$255K +495 +46%
RB
3029
Renasant Bank
Mississippi
$898K -$21.1K -41 -3%
BPFA
3030
Barnes Pettey Financial Advisors
Mississippi
$898K – – –
G
3031
GenTrust
Florida
$896K +$806K +1,566 New
RCM
3032
Radnor Capital Management
Pennsylvania
$896K -$15.4K -30 -2%
RRA
3033
Round Rock Advisors
Connecticut
$896K +$128K +248 +19%
BW
3034
Basepoint Wealth
Iowa
$895K -$103K -200 -11%
RWRC
3035
R.W. Roge & Company
New York
$895K – – –
LIA
3036
Lynx Investment Advisory
District of Columbia
$895K +$120K +233 +18%
BIA
3037
Bigelow Investment Advisors
Maine
$894K +$38.6K +75 +5%
PCS
3038
Private Client Services
Kentucky
$893K +$374K +726 +87%
PCMF
3039
Private Capital Management (Florida)
Florida
$891K +$9.26K +18 +1%
KAM
3040
Knightsbridge Asset Management
California
$891K +$96.7K +188 +14%
FFWM
3041
Future Financial Wealth Management
Ohio
$891K -$129K -250 -14%
PT
3042
Plimoth Trust
Massachusetts
$890K -$26.2K -51 -3%
ECM
3043
Estabrook Capital Management
New York
$890K +$5.14K +10 +0.6%
SFS
3044
Strategic Financial Services
New York
$890K +$51.5K +100 +7%
AWM
3045
Austin Wealth Management
Texas
$889K +$10.8K +21 +1%
WDG
3046
Wealth Dimensions Group
Ohio
$887K +$42.2K +82 +6%
SAM
3047
S.A. Mason
Michigan
$884K +$36K +70 +5%
EFA
3048
Evernest Financial Advisors
Indiana
$883K +$94.7K +184 +14%
4WM
3049
4J Wealth Management
Virginia
$883K +$2.06K +4 +0.3%
WIM
3050
Warwick Investment Management
Texas
$882K +$38.1K +74 +5%
120 121
122
123 124