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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
776
IFP Advisors
Florida
$355K -$950K -18,580 -77%
SCM
777
SCS Capital Management
Massachusetts
$355K +$2.92K +57 +0.9%
ONST
778
Old North State Trust
North Carolina
$354K – – –
LF
779
LifeSteps Financial
California
$354K +$32.7K +640 +11%
MP
780
Moment Partners
California
$354K +$7.26K +142 +2%
CIG
781
Cullen Investment Group
Louisiana
$352K +$341K +6,675 New
EH
782
Equitable Holdings
New York
$352K +$43.1K +842 +14%
HWA
783
HHM Wealth Advisors
Tennessee
$350K -$1.02K -20 -0.3%
PL
784
Parthenon LLC
Kentucky
$350K – – –
SIA
785
Soltis Investment Advisors
Utah
$350K +$62K +1,213 +22%
VFA
786
Valeo Financial Advisors
Indiana
$349K -$5.32K -104 -2%
JCM
787
Jacobi Capital Management
Pennsylvania
$348K +$1.07K +21 +0.3%
FCP
788
Fidelis Capital Partners
Florida
$348K +$3.12K +61 +1%
MHR
789
Matthew Hamilton Rosenberg
$345K +$19.8K +388 +6%
PFPT
790
Pinnacle Financial Partners (Tennessee)
Tennessee
$343K -$22.8K -445 -6%
NCM
791
Novare Capital Management
North Carolina
$343K +$332K +6,492 New
WFG
792
Wills Financial Group
Virginia
$341K +$330K +6,458 New
FAM
793
Formidable Asset Management
Ohio
$339K – – –
SAM
794
Smartleaf Asset Management
Massachusetts
$339K -$166K -3,249 -33%
CAM
795
Cypress Asset Management
Texas
$335K – – –
SWRP
796
Summit Wealth & Retirement Planning
California
$332K +$322K +6,300 New
BCWM
797
Bartlett & Co Wealth Management
Ohio
$331K -$46.6K -911 -13%
USB
798
Union Savings Bank
Connecticut
$330K -$27.8K -544 -9%
NWM
799
Napa Wealth Management
California
$329K +$1.43K +28 +0.5%
SAM
800
Strategy Asset Managers
California
$329K -$18.6K -364 -6%
30 31
32
33 34