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Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
2751
Werba Rubin Papier Wealth Management
California
$2.07M +$868K +11,980 +110%
LAS
2752
LWM Advisory Services
Florida
$2.07M +$194K +2,680 +13%
PCH
2753
PGIM Custom Harvest
New Jersey
$2.06M +$544K +7,500 +49%
FCA
2754
FLC Capital Advisors
California
$2.06M -$123K -1,700 -7%
IFPL
2755
Investments & Financial Planning LLC
Kentucky
$2.06M – – –
GJIA
2756
Glass Jacobson Investment Advisors
Maryland
$2.06M -$131K -1,810 -7%
EIG
2757
Ellenbecker Investment Group
Wisconsin
$2.06M +$79K +1,090 +5%
SRSA
2758
S.R. Schill & Associates
Washington
$2.05M -$392K -5,410 -19%
ECM
2759
EMC Capital Management
Texas
$2.05M – – –
OWA
2760
Opal Wealth Advisors
New York
$2.05M +$14.5K +200 +0.9%
ECM
2761
Element Capital Management
New York
$2.05M +$1.65M +22,700 New
TFM
2762
TFC Financial Management
Massachusetts
$2.05M -$34.8K -480 -2%
KPWG
2763
KFA Private Wealth Group
Virginia
$2.04M -$210K -2,900 -11%
AWM
2764
Avondale Wealth Management
Texas
$2.04M +$148K +2,040 +10%
MPCL
2765
My Personal CFO LLC
Washington
$2.04M +$1.12M +15,510 +221%
HP
2766
HT Partners
Connecticut
$2.03M +$183K +2,520 +13%
UFF
2767
USA Financial Formulas
Michigan
$2.03M -$3.13M -43,170 -66%
NPFS
2768
Novak & Powell Financial Services
Florida
$2.03M +$2.9K +40 +0.2%
YLHM
2769
Yelin Lapidot Holdings Management
Israel
$2.03M -$1.24M -17,100 -43%
PG
2770
Proffitt & Goodson
Tennessee
$2.03M -$34.1K -470 -2%
NFA
2771
Northwest Financial Advisors
Virginia
$2.02M +$557K +7,680 +52%
DBRC
2772
D.B. Root & Company
Pennsylvania
$2.01M +$299K +4,120 +23%
MIC
2773
Maxi Investments CY
Cyprus
$2.01M +$1.61M +22,280 New
HFM
2774
Hartford Funds Management
Pennsylvania
$2.01M -$84.8K -1,170 -5%
LCM
2775
Landscape Capital Management
New Jersey
$2M +$1.61M +22,180 New
109 110
111
112 113