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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
4701
Taylor Financial Group
Virginia
$748K – – –
GPW
4702
Gray Private Wealth
Massachusetts
$748K – – –
SLT
4703
St Louis Trust
Missouri
$747K – – –
KPF
4704
K2 Principal Fund
Ontario, Canada
$746K – – –
PA
4705
Prism Advisors
California
$743K +$15.3K +88 +2%
AAM
4706
Ameraudi Asset Management
New York
$743K -$872K -5,000 -56%
SC
4707
Swan Capital
Florida
$742K -$111K -638 -14%
SPI
4708
Santori & Peters Inc
Pennsylvania
$739K +$40.8K +234 +6%
BFS
4709
Bare Financial Services
Pennsylvania
$739K +$46.4K +266 +7%
FNWA
4710
Financial Network Wealth Advisors
Utah
$738K +$101K +582 +17%
CC
4711
Capital Counsel
New York
$737K +$32.2K +185 +5%
SFS
4712
Searcy Financial Services
Kansas
$736K +$30.7K +176 +5%
CFP
4713
Cypress Financial Planning
New Jersey
$735K +$13.9K +80 +2%
DF
4714
Define Financial
California
$734K +$5.4K +31 +0.8%
BIM
4715
Barton Investment Management
Pennsylvania
$731K – – –
SM
4716
Sensible Money
Arizona
$731K -$52.8K -303 -7%
PPW
4717
Presilium Private Wealth
Pennsylvania
$729K +$14.5K +83 +2%
NJBEST
4718
New Jersey Better Educational Savings Trust
New Jersey
$729K – – –
WFG
4719
Wills Financial Group
Virginia
$729K +$46.5K +267 +7%
JPT
4720
Jordan Park Trust
New Hampshire
$724K -$30.5K -175 -4%
SIMC
4721
Squire Investment Management Company
Utah
$723K +$14.5K +83 +2%
CWP
4722
Clark Wealth Partners
Illinois
$723K +$87.9K +504 +15%
TLFA
4723
True Link Financial Advisors
California
$720K -$108K -621 -14%
RIA
4724
Richwood Investment Advisors
Ohio
$719K +$36.1K +207 +6%
SVWG
4725
Shared Vision Wealth Group
United States
$719K +$13.9K +80 +2%
187 188
189
190 191