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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2876
Financial Council
Maryland
$935K – – –
NRI
2877
NFP Retirement Inc
California
$935K +$147K +3,170 +20%
MSFP
2878
Mark Sheptoff Financial Planning
Connecticut
$934K +$174K +3,750 +25%
SEP
2879
Southland Equity Partners
Missouri
$934K +$26.9K +580 +3%
CWP
2880
Core Wealth Partners
California
$933K +$69.1K +1,490 +9%
MHWM
2881
Montz Harcus Wealth Management
Louisiana
$933K +$74.1K +1,600 +9%
RFS
2882
Richardson Financial Services
Massachusetts
$930K +$870K +18,780 New
FNT
2883
First Nebraska Trust
Nebraska
$928K – – –
SA
2884
Scarborough Advisors
Maryland
$928K +$35.7K +770 +4%
RCWM
2885
Royal Capital Wealth Management
Indiana
$927K +$609K +13,150 +236%
GFP
2886
Guardian Financial Partners
California
$926K +$372K +8,020 +75%
PWM
2887
Prosperity Wealth Management
California
$926K -$504K -10,870 -37%
PDM
2888
Penn Davis McFarland
Texas
$925K – – –
OCM
2889
Osterweis Capital Management
California
$925K +$87.6K +1,890 +11%
BWM
2890
Baron Wealth Management
Michigan
$924K +$16.2K +350 +2%
PJWM
2891
Philip James Wealth Mangement
Georgia
$923K +$863K +18,630 New
MFT
2892
Moisand Fitzgerald Tamayo
Florida
$923K +$463 +10 +0.1%
PP
2893
Pegasus Partners
Wisconsin
$923K +$25K +540 +3%
RWG
2894
Ratio Wealth Group
Colorado
$922K -$410K -8,850 -32%
IWN
2895
Independent Wealth Network
Iowa
$922K +$82.5K +1,780 +11%
GFG
2896
Goldstone Financial Group
Illinois
$920K -$540K -11,660 -39%
WA
2897
Wealthstream Advisors
New York
$920K -$463 -10 -0.1%
ICM
2898
Ionic Capital Management
New York
$919K +$616K +13,300 +253%
RBCM
2899
Raub Brock Capital Management
California
$918K – – –
DJSG
2900
D.J. St. Germain
Massachusetts
$918K +$136K +2,940 +19%
114 115
116
117 118