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Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
2501
Red Lighthouse Investment Management
New York
$540K +$495K +5,615 New
WG
2502
Wealth Group
North Carolina
$537K -$881 -10 -0.2%
3IP
2503
3Chopt Investment Partners
Virginia
$535K +$76.9K +873 +19%
GCIG
2504
Grand Central Investment Group
Florida
$535K -$25.6K -290 -5%
AIM
2505
Acropolis Investment Management
Missouri
$535K +$35.2K +400 +8%
UIM
2506
Unified Investment Management
Georgia
$534K +$12.8K +145 +3%
CFFP
2507
Center for Financial Planning
Michigan
$534K +$61.7K +700 +14%
CF
2508
Carlson Financial
Oregon
$533K +$13.7K +155 +3%
LI
2509
LifeWealth Investments
Florida
$532K +$7.4K +84 +2%
LAS
2510
LWM Advisory Services
Florida
$530K +$267K +3,032 +122%
SCA
2511
Sassicaia Capital Advisers
New York
$529K +$485K +5,500 New
WFAG
2512
Wescott Financial Advisory Group
Pennsylvania
$529K +$18.2K +207 +4%
LWM
2513
LeConte Wealth Management
Tennessee
$529K +$76.3K +866 +19%
JWA
2514
JFS Wealth Advisors
Pennsylvania
$528K -$13.6K -154 -3%
BST
2515
Bath Savings Trust
Maine
$528K -$1.76K -20 -0.4%
FDCP
2516
Foster Dykema Cabot & Partners
Massachusetts
$527K – – –
PCA
2517
Purkiss Capital Advisors
Connecticut
$526K -$2.64K -30 -0.5%
RA
2518
Riversedge Advisors
Delaware
$525K +$88.6K +1,006 +23%
APG
2519
Abacus Planning Group
South Carolina
$525K -$28.4K -322 -6%
CB
2520
Community Bank
New York
$523K – – –
SAMT
2521
Select Asset Management & Trust
Pennsylvania
$523K +$122K +1,385 +34%
BHPW
2522
Box Hill Private Wealth
Arizona
$523K -$52.3K -594 -10%
AFO
2523
Arrowroot Family Office
California
$521K +$199K +2,257 +71%
SFP
2524
Shepherd Financial Partners
Massachusetts
$521K +$7.05K +80 +1%
WA
2525
WPG Advisers
Maryland
$521K -$46K -522 -9%
99 100
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