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Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
2976
Indie Asset Partners
Indiana
$570K -$2.06K -5 -0.3%
HWA
2977
HighRoad Wealth Advisors
Oregon
$570K -$13.6K -33 -2%
LWA
2978
Lifelong Wealth Advisors
Minnesota
$569K +$824 +2 +0.1%
TLA
2979
Tanglewood Legacy Advisors
Texas
$569K +$260K +630 +70%
GSC
2980
Ground Swell Capital
South Carolina
$568K +$17.7K +43 +3%
MIA
2981
MMBG Investment Advisors
Florida
$567K -$54.8K -133 -8%
UBG
2982
United Bank (Georgia)
Georgia
$567K +$87.3K +212 +16%
AMM
2983
American Money Management
California
$567K +$20.2K +49 +3%
SA
2984
Scarborough Advisors
Maryland
$566K +$28.8K +70 +5%
VBA
2985
von Borstel & Associates
Oregon
$566K +$2.06K +5 +0.3%
HHGA
2986
Halbert Hargrove Global Advisors
California
$566K – – –
SP
2987
Sherman Porfolios
Idaho
$565K +$253K +615 +68%
IIM
2988
Invariant Investment Management
Pennsylvania
$565K -$133K -324 -17%
TA
2989
TFB Advisors
Kansas
$565K -$396K -961 -39%
FLP
2990
Financial Life Planners
Arizona
$564K -$4.94K -12 -0.8%
FF
2991
Foundry Financial
California
$564K +$45.7K +111 +8%
SGCM
2992
Sanchez Gaunt Capital Management
Nevada
$564K +$625K +1,516 New
EWP
2993
E-Wealth Partners
Minnesota
$562K +$9.47K +23 +2%
EA
2994
Emerald Advisers
Pennsylvania
$562K – – –
RWS
2995
Resolute Wealth Strategies
Mississippi
$559K -$16.5K -40 -3%
JPLA
2996
Joseph P. Lucia & Associates
New York
$559K +$75K +182 +14%
LFG
2997
Leverty Financial Group
Wisconsin
$558K +$2.06K +5 +0.3%
BA
2998
Birinyi Associates
Connecticut
$558K – – –
CWM
2999
Coral Wealth Management
Florida
$558K +$618K +1,500 New
FLC
3000
Fifth Lane Capital
Texas
$558K -$453K -1,100 -42%
118 119
120
121 122