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Name Holding Trade Value Shares
Change 		Change in
Stake
RJTCONH
4126
Raymond James Trust Company of New Hampshire
New Hampshire
$730K +$712K +2,368 New
FWM
4127
FFT Wealth Management
Pennsylvania
$728K +$9.63K +32 +1%
TPW
4128
Tiller Private Wealth
Pennsylvania
$727K +$71.9K +239 +11%
HWM
4129
Holloway Wealth Management
Florida
$721K – – –
PCMF
4130
Private Capital Management (Florida)
Florida
$721K +$704K +2,339 New
ETIA
4131
Epic Trust Investment Advisors
Washington
$718K +$103K +343 +17%
RFO
4132
RiverGlades Family Offices
Florida
$717K +$7.52K +25 +1%
TWP
4133
Tower Wealth Partners
Pennsylvania
$716K -$87.5K -291 -11%
SA
4134
Syntax Advisors
New York
$716K +$52.6K +175 +8%
VCG
4135
Vantage Consulting Group
Virginia
$716K +$52.6K +175 +8%
RWG
4136
Ratio Wealth Group
Colorado
$716K +$5.12K +17 +0.7%
CFC
4137
Coyle Financial Counsel
Illinois
$715K +$37.6K +125 +6%
T
4138
TNF
Montana
$714K -$24.1K -80 -3%
RWA
4139
Redmont Wealth Advisors
Illinois
$709K +$30.1K +100 +5%
PWP
4140
Personal Wealth Partners
Minnesota
$705K +$12.6K +42 +2%
HTC
4141
Hershey Trust Company
Pennsylvania
$700K – – –
PDM
4142
Penn Davis McFarland
Texas
$700K +$92.4K +307 +16%
PCMM
4143
Piedmont Capital Management (Montana)
Montana
$698K +$675K +2,245 New
FFP
4144
Forbes Financial Planning
Rhode Island
$697K +$78.5K +261 +13%
OFG
4145
OmniStar Financial Group
North Carolina
$695K -$59K -196 -8%
AWA
4146
Archvest Wealth Advisors
California
$694K +$89.7K +298 +15%
CGFA
4147
Colton Groome Financial Advisors
North Carolina
$691K -$1.11M -3,685 -62%
LPARFS
4148
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$687K -$11.2M -37,250 -94%
SP
4149
SWS Partners
Ohio
$687K -$236K -785 -26%
EW
4150
Element Wealth
Mississippi
$687K +$40K +133 +6%
164 165
166
167 168