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Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1726
RPg Family Wealth Advisory
Massachusetts
$315K -$17.1K -170 -5%
OC
1727
Oakworth Capital
Alabama
$313K +$2.12K +21 +0.7%
HIC
1728
Holderness Investments Company
North Carolina
$312K +$11.7K +116 +4%
ISFAN
1729
Investor's Fiduciary Advisor Network
Washington
$312K -$182K -1,806 -37%
GRWP
1730
Green Ridge Wealth Planning
New Jersey
$312K -$2.52K -25 -0.8%
FFA
1731
Florida Financial Advisors
Florida
$311K -$35.9K -356 -10%
YIA
1732
YHB Investment Advisors
Connecticut
$311K -$40.8K -405 -12%
MFT
1733
Moisand Fitzgerald Tamayo
Florida
$311K – – –
FG
1734
Foster Group
Iowa
$309K -$15.4K -153 -5%
HFS
1735
Hopwood Financial Services
Virginia
$308K +$4.03K +40 +1%
BFF
1736
Byrne Financial Freedom
Massachusetts
$308K -$24.2K -240 -7%
M
1737
MOTCO
Texas
$308K -$1.01K -10 -0.3%
SAM
1738
Stembrook Asset Management
New Jersey
$307K – – –
TC
1739
Tacita Capital
Ontario, Canada
$307K – – –
RFP
1740
Root Financial Partners
California
$306K +$16.8K +167 +6%
SCA
1741
Scott Capital Advisors
Oregon
$305K – – –
VA
1742
Valmark Advisers
Ohio
$305K -$403 -4 -0.1%
CM
1743
Cercano Management
Washington
$305K – – –
LCM
1744
LCM Capital Management
Illinois
$304K +$8.16K +81 +3%
SS
1745
STG Securities
New York
$304K +$300K +2,978 New
JAM
1746
Jupiter Asset Management
United Kingdom
$304K +$300K +2,975 New
UAG
1747
United Advisor Group
Ohio
$304K +$18.6K +185 +7%
IIM
1748
Ipswich Investment Management
Massachusetts
$304K – – –
ATC
1749
Adirondack Trust Company
New York
$303K -$12.6K -125 -4%
FAN
1750
Financial Advisors Network
California
$303K – – –
68 69
70
71 72