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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2076
Legacy Financial Advisors
Kentucky
$342K -$7.5K -283 -2%
ACA
2077
Atlas Capital Advisors
Wyoming
$341K -$13.4K -505 -4%
PWA
2078
Physician Wealth Advisors
Utah
$341K +$321K +12,107 New
RTS
2079
Round Table Services
New Jersey
$339K -$144K -5,449 -31%
LA
2080
Legacy Advisors
Pennsylvania
$339K +$26.1K +986 +9%
BWL
2081
Bogart Wealth LLC
Virginia
$339K +$73.5K +2,775 +30%
RIM
2082
Redwood Investment Management
Arizona
$337K -$38.8K -1,463 -11%
PFS
2083
Physicians Financial Services
North Carolina
$336K -$24.6K -927 -7%
CA
2084
CapWealth Advisors
Tennessee
$335K – – –
NWA
2085
New World Advisors
Massachusetts
$335K – – –
QAM
2086
QCI Asset Management
New York
$334K +$16.2K +611 +6%
MTC
2087
McDaniel Terry & Co
Texas
$334K +$55.2K +2,083 +22%
SBL
2088
Sargent Bickham Lagudis
Colorado
$334K +$93.4K +3,527 +43%
MFGP
2089
Marshall Financial Group (Pennsylvania)
Pennsylvania
$332K -$143K -5,391 -32%
ACM
2090
Ashford Capital Management
Delaware
$332K – – –
RHJA
2091
Rice Hall James & Associates
California
$332K – – –
KFS
2092
Kelly Financial Services
Massachusetts
$332K +$19.5K +735 +7%
RPG
2093
Resource Planning Group
Georgia
$330K -$53.7K -2,028 -15%
HI
2094
Hendershot Investments
Virginia
$330K – – –
SIMM
2095
Stillwater Investment Management (Minnesota)
Minnesota
$330K – – –
AEPG
2096
American Economic Planning Group
New Jersey
$329K -$11.6K -437 -4%
TPW
2097
Tiller Private Wealth
Pennsylvania
$327K +$7.13K +269 +2%
FDS
2098
Freedom Day Solutions
Texas
$327K +$303K +11,451 New
VWA
2099
VERITY Wealth Advisors
United States
$322K – – –
CH
2100
Canton Hathaway
Rhode Island
$321K +$117K +4,408 +65%
82 83
84
85 86