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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
4276
New England Professional Planning Group
Rhode Island
$400K – – –
TPW
4277
TL Private Wealth
Texas
$399K – – –
GI
4278
Glovista Investments
New Jersey
$395K – – –
LIM
4279
Lagoda Investment Management
New York
$392K – – –
BWM
4280
Benchmark Wealth Management
Connecticut
$392K +$27.1K +100 +7%
BFS
4281
Beacon Financial Strategies
North Carolina
$392K – – –
HG
4282
Harbor Group
New Hampshire
$391K – – –
TP
4283
Truvvo Partners
New York
$390K +$1.09K +4 +0.3%
HWA
4284
Hilltop Wealth Advisors
North Carolina
$389K – – –
JPLA
4285
Joseph P. Lucia & Associates
New York
$389K +$49.9K +184 +14%
W
4286
WorthPointe
California
$388K -$30.9K -114 -7%
SAM
4287
Stone Asset Management
Texas
$388K +$81.4K +300 +25%
HWM
4288
Howard Wealth Management
Connecticut
$387K -$532K -1,960 -56%
TA
4289
Townsend & Associates
Colorado
$387K +$11.9K +44 +3%
SC
4290
Shay Capital
New York
$385K -$814K -3,000 -67%
LFA
4291
Level Financial Advisors
New York
$385K -$24.7K -91 -6%
GWM
4292
GoalFusion Wealth Management
Texas
$385K – – –
TIM
4293
Triad Investment Management
California
$385K – – –
AWM
4294
Altus Wealth Management
Kentucky
$385K +$1.09K +4 +0.3%
SFMG
4295
Sage Financial Management Group
Virginia
$385K +$42.1K +155 +12%
DA
4296
Drake & Associates
Wisconsin
$385K +$407K +1,499 New
CC
4297
Corton Capital
Ontario, Canada
$384K +$406K +1,497 New
MFA
4298
McClarren Financial Advisors
Pennsylvania
$383K -$267K -982 -40%
RI
4299
Rinkey Investments
California
$382K +$152K +561 +68%
DT
4300
Daniels + Tansey
Delaware
$377K +$5.16K +19 +1%
170 171
172
173 174