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Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
1326
Western Financial Corp
California
$338K +$322K +11,470 New
JWM
1327
Jeppson Wealth Management
California
$337K +$320K +11,420 New
IP
1328
Ignite Planners
California
$336K +$261K +9,320 New
CFO
1329
Custos Family Office
Texas
$336K +$320K +11,400 New
PP
1330
PDS Planning
Ohio
$336K +$22.4K +800 +8%
CIS
1331
Continental Investors Services
Washington
$335K -$18.5K -660 -5%
FWP
1332
FAS Wealth Partners
Kansas
$334K +$1.96K +70 +0.6%
NICM
1333
Neo Ivy Capital Management
New York
$334K +$318K +11,340 New
SLG
1334
Stanley-Laman Group
Pennsylvania
$333K -$15.4K -550 -5%
CFP
1335
Catalyst Financial Partners
Massachusetts
$333K +$317K +11,290 New
NFG
1336
Nations Financial Group
Iowa
$330K -$2.81K -100 -0.9%
WR
1337
WD Rutherford
Oregon
$330K – – –
RWB
1338
RMR Wealth Builders
New Jersey
$330K – – –
JEST
1339
JTC Employer Solutions Trustee
Jersey
$329K – – –
PPP
1340
Private Portfolio Partners
New Jersey
$329K – – –
CB
1341
CNB Bank
Pennsylvania
$328K -$5.89K -210 -2%
NCM
1342
Neumann Capital Management
California
$328K – – –
OL
1343
Optas LLC
Texas
$328K +$7.57K +270 +2%
PPWM
1344
Paragon Private Wealth Management
Kentucky
$328K +$5.61K +200 +2%
FIM
1345
Fernwood Investment Management
Massachusetts
$328K -$9.54K -340 -3%
PPC
1346
Park Place Capital
Alabama
$327K +$311K +11,080 New
CAC
1347
Certified Advisory Corp
Florida
$327K -$1.68K -60 -0.5%
TFCP
1348
Twin Focus Capital Partners
Massachusetts
$326K +$1.96K +70 +0.6%
HPM
1349
Hoxton Planning & Management
West Virginia
$325K +$309K +11,020 New
CPC
1350
Consolidated Planning Corp
Georgia
$324K -$25.5K -910 -8%
52 53
54
55 56