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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
Wealth Architects
California
$305K -$8.03K -600 -3%
EFG
1952
Everhart Financial Group
Ohio
$304K +$312K +23,320 New
RW
1953
Rede Wealth
Virginia
$303K +$311K +23,200 New
ML
1954
McAdam LLC
Pennsylvania
$302K +$297K +22,200 New
AIP
1955
Ahrens Investment Partners
Louisiana
$300K +$79.3K +5,920 +35%
TFA
1956
Trinity Financial Advisors
Ohio
$300K +$307K +22,960 New
MFWM
1957
Motley Fool Wealth Management
Virginia
$300K +$308K +23,000 New
EWP
1958
Engrave Wealth Partners
Texas
$299K -$2.42M -180,520 -89%
TFGT
1959
TS Financial Group (TSFG)
Illinois
$299K -$10.2K -760 -3%
FNB
1960
Farmers National Bank
Kentucky
$298K +$305K +22,800 New
CC
1961
Courier Capital
New York
$297K -$18.2K -1,360 -6%
RWM
1962
Reston Wealth Management
Virginia
$297K +$6.96K +520 +2%
PA
1963
PSI Advisors
Florida
$296K +$85.7K +6,400 +39%
FAM
1964
Flaharty Asset Management
Florida
$296K +$304K +22,680 New
IFS
1965
Ifrah Financial Services
Arkansas
$296K +$304K +22,720 New
JCM
1966
Janney Capital Management
Pennsylvania
$295K -$2.14K -160 -0.7%
ESBC
1967
E.S. Barr & Co
Kentucky
$295K +$302K +22,560 New
CAL
1968
Capital Analysts LLC
Pennsylvania
$294K -$640K -47,840 -68%
AP
1969
Americana Partners
Texas
$291K +$30K +2,240 +11%
SEP
1970
Southland Equity Partners
Missouri
$290K +$298K +22,240 New
GBBWRPM
1971
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$290K -$6.96K -520 -2%
HI
1972
Hudock Inc
Pennsylvania
$289K – – –
TA
1973
Trellis Advisors
Washington
$289K – – –
MWM
1974
Madison Wealth Management
Ohio
$289K +$19.8K +1,480 +7%
SCM
1975
SevenOneSeven Capital Management
Pennsylvania
$289K +$297K +22,160 New
77 78
79
80 81