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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3626
Riverwater Partners
Wisconsin
$332K -$16.5K -34 -5%
LTI
3627
Laffer Tengler Investments
Tennessee
$332K – – –
VV
3628
Verity & Verity
South Carolina
$332K – – –
EC
3629
Eaton-Cambridge
Arizona
$332K – – –
PIFP
3630
Partners in Financial Planning
Virginia
$332K – – –
CFO
3631
Collective Family Office
Pennsylvania
$331K +$37.9K +78 +13%
GD
3632
Grandfield & Dodd
New York
$329K -$1.94K -4 -0.6%
SWRP
3633
Summit Wealth & Retirement Planning
California
$328K – – –
CP
3634
Creekside Partners
California
$327K +$315K +648 New
HAFG
3635
Hansen & Associates Financial Group
California
$326K -$3.55M -7,308 -91%
NCMW
3636
Northern Capital Management (Washington)
Washington
$326K – – –
OCFG
3637
O'Connor Financial Group
Illinois
$326K +$5.35K +11 +2%
HCA
3638
Heck Capital Advisors
Wisconsin
$325K – – –
AFS
3639
AFG Fiduciary Services
Massachusetts
$324K – – –
RWA
3640
Roberts Wealth Advisors
California
$323K -$2.43K -5 -0.8%
LWMG
3641
Levy Wealth Management Group
Pennsylvania
$323K +$486 +1 +0.2%
FFW
3642
Fusion Family Wealth
New York
$323K – – –
SLT
3643
St Louis Trust
Missouri
$323K – – –
VFG
3644
Valley Financial Group
Pennsylvania
$323K +$2.92K +6 +0.9%
WFPG
3645
Waller Financial Planning Group
Ohio
$322K -$19.4K -40 -6%
HAFS
3646
Hapanowicz & Associates Financial Services
Pennsylvania
$322K +$311K +639 New
SIG
3647
Spinnaker Investment Group
California
$321K +$72.4K +149 +30%
CAM
3648
Columbia Asset Management
Michigan
$321K +$309K +636 New
ACM
3649
Absolute Capital Management
Pennsylvania
$321K +$63.2K +130 +26%
SAA
3650
Southeast Asset Advisors
Georgia
$318K – – –
144 145
146
147 148