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ROST

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
976
World Investment Advisors
California
$301K -$199 -1 -0.1%
CFP
977
Catalyst Financial Partners
Massachusetts
$300K +$27.3K +137 +11%
IWM
978
IHT Wealth Management
Illinois
$300K +$276K +1,383 New
TFA
979
Transamerica Financial Advisors
Florida
$299K +$26.5K +133 +11%
RA
980
RFG Advisory
Alabama
$299K +$3.19K +16 +1%
CFO
981
CVA Family Office
Colorado
$298K +$59.8K +300 +28%
PWPS
982
Pinnacle Wealth Planning Services
Ohio
$294K +$3.59K +18 +1%
KCM
983
Kathmere Capital Management
Pennsylvania
$293K +$270K +1,353 New
MCM
984
Manchester Capital Management
Vermont
$291K -$177K -890 -40%
CAG
985
Csenge Advisory Group
Florida
$290K -$21.5K -108 -7%
BC
986
Bayforest Capital
United Kingdom
$289K -$116K -583 -30%
MWA
987
Madson Wealth Advisors
California
$289K +$266K +1,336 New
CWMG
988
Compass Wealth Management (Georgia)
Georgia
$288K – – –
CRI
989
Colonial River Investments
Virginia
$288K +$398 +2 +0.2%
KCP
990
Kera Capital Partners
California
$288K +$265K +1,330 New
VFG
991
Victory Financial Group
Texas
$287K +$17.3K +87 +7%
DM
992
Diversified Management
Wisconsin
$286K +$263K +1,320 New
SA
993
Sovran Advisors
California
$284K -$13.5K -68 -5%
AA
994
AF Advisors
California
$284K – – –
PTP
995
Platform Technology Partners
New York
$281K +$258K +1,297 New
LI
996
LifeWealth Investments
Florida
$281K +$34.3K +172 +15%
AWM
997
Angeles Wealth Management
California
$281K +$258K +1,295 New
TCA
998
Transcend Capital Advisors
New Jersey
$280K +$27.1K +136 +12%
CIA
999
Capital Investment Advisors
Georgia
$278K +$256K +1,285 New
FMTC
1000
Farmers & Merchants Trust Company
California
$278K – – –
38 39
40
41 42