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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2551
SkyOak Wealth
Michigan
$333K -$19K -200 -5%
WFAG
2552
Wescott Financial Advisory Group
Pennsylvania
$333K +$5.71K +60 +2%
WQ
2553
Wealth Quarterback
New Jersey
$332K – – –
QCIG
2554
Quad-Cities Investment Group
Iowa
$332K +$3.8K +40 +1%
RFA
2555
Rollins Financial Advisors
New York
$332K +$13.3K +140 +4%
FAT
2556
First American Trust
California
$332K +$114K +1,200 +51%
QFA
2557
Quantum Financial Advisors
California
$331K – – –
SG
2558
Sharper & Granite
California
$331K – – –
SMWM
2559
Silvia McColl Wealth Management
California
$331K +$16.2K +170 +5%
SIC
2560
Sterling Investment Counsel
New York
$330K +$337K +3,540 New
SPWG
2561
Sage Private Wealth Group
Illinois
$330K -$1.9K -20 -0.6%
DFG
2562
Dupree Financial Group
Kentucky
$330K – – –
RTC
2563
Riverview Trust Company
Washington
$330K -$7.61K -80 -2%
CPG
2564
Cornerstone Planning Group
New Jersey
$330K +$180K +1,890 +151%
YP
2565
YANKCOM Partnership
South Dakota
$329K +$19K +200 +6%
AWA
2566
Amplius Wealth Advisors
Pennsylvania
$329K – – –
CA
2567
Callahan Advisors
Texas
$328K +$52.3K +550 +19%
WFA
2568
Wellspring Financial Advisors
Ohio
$328K +$8.56K +90 +3%
BCM
2569
Bayesian Capital Management
New York
$328K +$335K +3,520 New
BCP
2570
Berkeley Capital Partners
Georgia
$327K +$16.2K +170 +5%
JAG
2571
Journey Advisory Group
Kentucky
$327K +$334K +3,510 New
WP
2572
WealthPLAN Partners
Nebraska
$326K -$192K -2,020 -37%
MPPLM
2573
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$326K -$27.6K -290 -8%
BCM
2574
Birch Capital Management
Texas
$326K – – –
CFA
2575
CWS Financial Advisors
Michigan
$326K – – –
101 102
103
104 105