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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2101
ROI Financial Advisors
Oregon
$12.8M -$1.9M -10,904 -14%
AF
2102
AGP Franklin
Tennessee
$12.8M -$673K -3,863 -5%
RAM
2103
Revere Asset Management
Texas
$12.7M -$840K -4,819 -7%
GPFA
2104
Game Plan Financial Advisors
Ohio
$12.7M +$681K +3,906 +6%
CWA
2105
CM Wealth Advisors
Ohio
$12.7M – – –
TC
2106
Touchstone Capital
Pennsylvania
$12.7M +$11.8M +67,942 New
MA
2107
MCF Advisors
Kentucky
$12.7M +$166K +954 +1%
CW
2108
Channel Wealth
California
$12.7M -$193K -1,108 -2%
IEFM
2109
IQ EQ Fund Management
Ireland
$12.7M +$5.38M +30,885 +83%
HFM
2110
Hartford Financial Management
Connecticut
$12.7M +$52.8K +303 +0.4%
CPC
2111
Consolidated Planning Corp
Georgia
$12.6M -$38.5K -221 -0.3%
LJHT
2112
Laurie J. Hall Trustee
$12.6M -$3.5M -20,078 -23%
JWM
2113
Jacksonville Wealth Management
Florida
$12.6M -$619K -3,552 -5%
UWP
2114
Uniting Wealth Partners
Kansas
$12.6M +$2.27M +13,007 +24%
DRD
2115
Dennis R. Delaney
$12.6M -$698K -4,005 -6%
GC
2116
Gilbert & Cook
Iowa
$12.6M +$293K +1,683 +3%
OL
2117
OneFund LLC
Florida
$12.6M +$448K +2,570 +4%
FA
2118
Faithward Advisors
Pennsylvania
$12.6M +$19K +109 +0.2%
PTB
2119
Pioneer Trust Bank
Oregon
$12.6M +$2.74M +15,720 +30%
WAAG
2120
Wealth Alliance Advisory Group
Kansas
$12.6M -$1.03M -5,889 -8%
PFG
2121
Prosperity Financial Group
California
$12.6M +$36.1K +207 +0.3%
FHWM
2122
Fox Hill Wealth Management
Massachusetts
$12.5M -$267K -1,530 -2%
SAM
2123
Silphium Asset Management
United Kingdom
$12.5M +$1.73M +9,900 +17%
MFA
2124
Mayflower Financial Advisors
Massachusetts
$12.5M -$1.74K -10 -0%
BCPWM
2125
Bradley & Co Private Wealth Management
Florida
$12.5M -$363K -2,083 -3%
83 84
85
86 87