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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1026
Semus Wealth Partners
Florida
$734K -$413K -12,480 -37%
BWA
1027
BDO Wealth Advisors
Florida
$733K -$104K -3,130 -13%
LFA
1028
Laraway Financial Advisors
Minnesota
$732K – – –
KI
1029
Kapitalo Investimentos
Brazil
$730K +$700K +21,140 New
EWM
1030
EPG Wealth Management
Georgia
$729K +$451K +13,620 +182%
1IA
1031
1834 Investment Advisors
Wisconsin
$728K +$1.99K +60 +0.3%
FMLI
1032
Fukoku Mutual Life Insurance
Japan
$728K -$46K -1,390 -6%
NFC
1033
Northeast Financial Consultants
Connecticut
$726K – – –
DLG
1034
Daniel L. Goodwin
$726K – – –
RA
1035
RFG Advisory
Alabama
$726K – – –
JIP
1036
Jaffetilchin Investment Partners
Florida
$723K -$7.61K -230 -1%
CBA
1037
Coastal Bridge Advisors
Connecticut
$721K -$414K -12,510 -37%
RCM
1038
RB Capital Management
Nevada
$720K -$662 -20 -0.1%
SG
1039
Stonnington Group
California
$719K -$55.9K -1,690 -8%
SRC
1040
Sage Rhino Capital
California
$718K +$6.95K +210 +1%
MTWM
1041
Masso Torrence Wealth Management
New Jersey
$718K – – –
FCA
1042
FinTrust Capital Advisors
South Carolina
$717K – – –
MW
1043
Marcum Wealth
Ohio
$715K +$360K +10,880 +111%
WIM
1044
WealthPlan Investment Management
Nebraska
$715K -$390K -11,770 -36%
FCP
1045
Fidelis Capital Partners
Florida
$715K +$375K +11,330 +105%
GA
1046
Geller Advisors
New York
$714K +$121K +3,670 +22%
JIC
1047
Johnson Investment Counsel
Ohio
$713K -$53.9K -1,630 -7%
CFS
1048
CRA Financial Services
New Jersey
$712K -$77.1K -2,330 -10%
BFC
1049
Blue Fin Capital
Rhode Island
$709K – – –
HBT
1050
Heartland Bank & Trust
Illinois
$708K +$218K +6,600 +47%
40 41
42
43 44