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Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1551
YHB Investment Advisors
Connecticut
$408K -$179K -2,204 -30%
TCWA
1552
Turtle Creek Wealth Advisors
Texas
$408K -$27.2K -334 -6%
FHC
1553
First Heartland Consultants
Missouri
$407K +$5.38K +66 +1%
ACG
1554
Allen Capital Group
Nebraska
$406K +$19.3K +237 +5%
MSFS
1555
Main Street Financial Solutions
Pennsylvania
$406K +$38K +467 +10%
WIM
1556
WealthPlan Investment Management
Nebraska
$405K -$81.5K -1,001 -16%
SM
1557
Sweeney & Michel
California
$404K -$101K -1,237 -18%
SCM
1558
Stordahl Capital Management
Colorado
$404K -$7.57K -93 -2%
SW
1559
SkyOak Wealth
Michigan
$404K +$422K +5,184 New
CAI
1560
Capital Advisors Inc
Oklahoma
$403K +$34.4K +423 +9%
AW
1561
Alaethes Wealth
Nevada
$403K -$18.2K -224 -4%
FHA
1562
Flagship Harbor Advisors
Massachusetts
$403K +$21.3K +262 +5%
TFGT
1563
TS Financial Group (TSFG)
Illinois
$402K -$9.61K -118 -2%
WP
1564
Westmount Partners
California
$399K +$3.42K +42 +0.8%
DAM
1565
Doheny Asset Management
California
$394K -$319K -3,922 -44%
RFA
1566
ROI Financial Advisors
Oregon
$393K -$40.8K -501 -9%
SCG
1567
Sonata Capital Group
Washington
$393K – – –
BAWM
1568
Bennett Associates Wealth Management
Pennsylvania
$393K +$411K +5,046 New
SP
1569
Symmetry Partners
Connecticut
$391K -$40.2K -494 -9%
SFS
1570
Sharp Financial Services
Pennsylvania
$388K -$93.3K -1,145 -19%
QI
1571
Qtron Investments
Massachusetts
$388K -$135K -1,654 -25%
NHC
1572
Nicholas Hoffman & Company
Georgia
$388K -$14.8K -182 -4%
SMC
1573
Smith, Moore & Co
Missouri
$388K -$49.9K -613 -11%
SPWG
1574
Sage Private Wealth Group
Illinois
$387K -$27.3K -335 -6%
NPA
1575
Nichols & Pratt Advisers
Massachusetts
$387K -$32.6K -400 -7%
61 62
63
64 65