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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1126
Essex Financial Services
Connecticut
$326K -$22K -115 -7%
B
1127
Bellecapital
Switzerland
$326K +$303K +1,581 New
AL
1128
Aspiriant LLC
California
$326K -$13.6K -71 -4%
OA
1129
Operose Advisors
Wisconsin
$324K – – –
TCM
1130
Tuttle Capital Management
Connecticut
$324K +$39.1K +204 +15%
CWP
1131
Cyndeo Wealth Partners
Florida
$322K +$299K +1,563 New
CPA
1132
Capital Planning Advisors
California
$322K +$574 +3 +0.2%
RWB
1133
RMR Wealth Builders
New Jersey
$322K – – –
IWP
1134
Invenio Wealth Partners
Florida
$320K +$2.87K +15 +1%
BL
1135
Balentine LLC
Georgia
$320K +$957 +5 +0.3%
BST
1136
Bath Savings Trust
Maine
$319K +$1.34K +7 +0.5%
TFM
1137
TFC Financial Management
Massachusetts
$318K +$11.3K +59 +4%
GIA
1138
Guyasuta Investment Advisors
Pennsylvania
$318K – – –
VWM
1139
Vigilare Wealth Management
Arizona
$317K – – –
CMBA
1140
C.M. Bidwell & Associates
Hawaii
$317K -$19.1K -100 -6%
MWM
1141
Modera Wealth Management
New Jersey
$315K +$292K +1,527 New
CFSG
1142
Clark Financial Services Group
Missouri
$315K +$28.1K +147 +11%
GLA
1143
Good Life Advisors
Pennsylvania
$314K +$292K +1,526 New
FCA
1144
FinTrust Capital Advisors
South Carolina
$314K +$26.6K +139 +10%
EW
1145
Evoke Wealth
California
$312K +$290K +1,513 New
FWM
1146
Forza Wealth Management
Florida
$312K +$2.3K +12 +0.8%
RCAG
1147
Rehmann Capital Advisory Group
Michigan
$311K +$766 +4 +0.3%
CIA
1148
Caerus Investment Advisors
Texas
$310K – – –
PWP
1149
Perfromance Wealth Partners
Illinois
$310K +$574 +3 +0.2%
XWM
1150
Xcel Wealth Management
Florida
$310K – – –
44 45
46
47 48