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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1326
Retirement Planning Company of New England
Rhode Island
$311K +$3.49K +51 +1%
BPWM
1327
Badgley Phelps Wealth Managers
Washington
$309K -$9.24K -135 -3%
VCM
1328
Verde Capital Management
Michigan
$309K -$115K -1,675 -29%
KWA
1329
Kingswood Wealth Advisors
California
$307K -$7.26K -106 -3%
SCM
1330
SCS Capital Management
Massachusetts
$307K +$283K +4,131 New
LFA
1331
Laraway Financial Advisors
Minnesota
$307K – – –
RFN
1332
RDA Financial Network
Iowa
$307K +$1.92K +28 +0.7%
CMF
1333
Counterpoint Mutual Funds
California
$306K +$282K +4,123 New
GWM
1334
Geneos Wealth Management
Colorado
$305K +$2.46K +36 +0.9%
RFP
1335
Root Financial Partners
California
$303K -$311K -4,543 -53%
LCGC
1336
Legacy Capital Group California
California
$303K -$959 -14 -0.3%
RWMG
1337
Redwood Wealth Management Group
New Jersey
$303K – – –
LCM
1338
LCM Capital Management
Illinois
$302K -$616 -9 -0.2%
SIA
1339
Soltis Investment Advisors
Utah
$300K +$276K +4,035 New
JSC
1340
Jackson Square Capital
California
$297K – – –
AWAU
1341
Alliance Wealth Advisors (Utah)
Utah
$297K +$63.8K +931 +30%
BC
1342
Belmont Capital
California
$297K – – –
CBT
1343
Crews Bank & Trust
Florida
$297K – – –
FCM
1344
Fairbanks Capital Management
California
$297K – – –
MWM
1345
Mindset Wealth Management
Indiana
$297K – – –
SAM
1346
Shikiar Asset Management
New York
$297K – – –
PWP
1347
Private Wealth Partners
California
$297K +$3.42K +50 +1%
PP
1348
PDS Planning
Ohio
$296K +$39.9K +582 +17%
YDMI
1349
Y.D. More Investments
Israel
$296K -$66.9K -977 -20%
AWM
1350
Ariadne Wealth Management
California
$296K +$8.49K +124 +3%
52 53
54
55 56