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Name Holding Trade Value Shares
Change 		Change in
Stake
RHP
4501
Royal Harbor Partners
Texas
$1.79M -$267K -1,301 -13%
RFG
4502
REAP Financial Group
Texas
$1.79M +$320K +1,554 +21%
BW
4503
Balance Wealth
Ohio
$1.78M +$453K +2,203 +33%
ST
4504
Somerset Trust
Pennsylvania
$1.78M +$2.06K +10 +0.1%
UFA
4505
Unify Financial Advisors
Florida
$1.78M -$4.52K -22 -0.2%
CFWMA
4506
Center for Wealth Management Advisory
Ohio
$1.77M -$59.8K -291 -3%
AIA
4507
Allied Investment Advisors
Montana
$1.77M -$478K -2,327 -21%
BWIA
4508
Bryant Woods Investment Advisors
New York
$1.77M +$126K +614 +7%
LMFP
4509
Larry Mathis Financial Planning
Arizona
$1.77M -$215K -1,044 -11%
WCL
4510
Wealth Care LLC
Florida
$1.77M -$2.88K -14 -0.2%
NF
4511
Napier Financial
Massachusetts
$1.77M -$29.4K -143 -2%
AFS
4512
Anderson Financial Strategies
Ohio
$1.77M +$1.67M +8,126 New
LHP
4513
Lexington Hill Partners
Texas
$1.77M +$386K +1,875 +27%
KG
4514
Kilter Group
New York
$1.76M +$101K +491 +6%
DPW
4515
DiNuzzo Private Wealth
Pennsylvania
$1.75M +$1.44K +7 +0.1%
RC
4516
Resolute Capital
South Carolina
$1.75M +$250K +1,217 +16%
LI
4517
LVZ Inc
Michigan
$1.75M +$24.5K +119 +1%
WFA
4518
WestHill Financial Advisors
California
$1.75M -$70.9K -345 -4%
IIA
4519
Integrity Investment Advisors
Colorado
$1.75M -$832K -4,046 -32%
BFP
4520
Briaud Financial Planning
Texas
$1.75M -$67K -326 -4%
WIP
4521
WealthCare Investment Partners
Rhode Island
$1.75M -$109K -531 -6%
LA
4522
Lynch & Associates
Indiana
$1.75M +$96.6K +470 +6%
MF
4523
Midwestern Financial
Iowa
$1.74M +$2.47K +12 +0.1%
SAMT
4524
Select Asset Management & Trust
Pennsylvania
$1.74M – – –
TCM
4525
Towercrest Capital Management
Pennsylvania
$1.74M +$2.67K +13 +0.1%
179 180
181
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