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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
1676
Vantage Consulting Group
Virginia
$326K +$113K +6,619 +48%
LI
1677
Lafayette Investments
Maryland
$326K -$1.26K -74 -0.4%
LS
1678
Leelyn Smith
Illinois
$326K +$9.62K +565 +3%
MSFP
1679
Mark Sheptoff Financial Planning
Connecticut
$323K -$509K -29,914 -60%
ACM
1680
Antonetti Capital Management
Florida
$323K +$34.1K +2,000 +11%
FG
1681
Foster Group
Iowa
$322K +$53.9K +3,166 +19%
UAML
1682
US Asset Management LLC
Pennsylvania
$322K -$273 -16 -0.1%
ST
1683
Sabal Trust
Florida
$322K -$52.1K -3,058 -13%
RWP
1684
Ridgecrest Wealth Partners
California
$322K -$160K -9,389 -32%
SP
1685
Successful Portfolios
Florida
$321K +$14.8K +867 +4%
BHWM
1686
Beaird Harris Wealth Management
Texas
$321K -$358 -21 -0.1%
BCMLT
1687
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K +$15.7K +924 +5%
FFWA
1688
FRG Family Wealth Advisors
Washington
$321K -$91.3K -5,358 -21%
TWP
1689
Tower Wealth Partners
Pennsylvania
$320K – – –
CFA
1690
Capstone Financial Advisors
Illinois
$319K +$92.1K +5,410 +37%
HFS
1691
HBC Financial Services
Washington
$319K +$102 +6 +0%
CA
1692
Cullinan Associates
Kentucky
$318K -$62.1K -3,645 -15%
FA
1693
Financial Advisors
Massachusetts
$318K -$7.07K -415 -2%
HCMG
1694
Howard Capital Management Group
California
$316K -$2.4K -141 -0.7%
FANJ
1695
Financial Architects (New Jersey)
New Jersey
$315K -$48.5K -2,845 -13%
EAM
1696
Evanson Asset Management
California
$315K -$2.33K -137 -0.7%
TF
1697
TimeScale Financial
Massachusetts
$314K -$6.44K -378 -2%
CFS
1698
CRA Financial Services
New Jersey
$314K +$37.9K +2,225 +13%
APG
1699
Abacus Planning Group
South Carolina
$314K -$30.4K -1,782 -8%
MWM
1700
Massachusetts Wealth Management
Massachusetts
$314K +$73.4K +4,311 +28%
66 67
68
69 70