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Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
3001
Prepared Retirement Institute
Pennsylvania
$353K – – –
MPM
3002
MBB Public Markets
Illinois
$352K -$72.3K -240 -18%
HWMC
3003
Heritage Wealth Management (California)
California
$352K +$88.9K +295 +36%
WTFG
3004
Wood Tarver Financial Group
Idaho
$352K -$53K -176 -14%
CL
3005
CIM LLC
New York
$352K -$39.5K -131 -11%
HP
3006
Haven Private
Florida
$351K +$333K +1,105 New
LFA
3007
Lauterbach Financial Advisors
Texas
$350K +$6.63K +22 +2%
SO
3008
Sierra Ocean
California
$349K +$28.3K +94 +9%
NAMNJ
3009
NorthStar Asset Management (New Jersey)
New Jersey
$348K +$26.5K +88 +9%
RWM
3010
Reston Wealth Management
Virginia
$348K +$30.7K +102 +10%
NA
3011
Novus Advisors
South Carolina
$347K -$212K -704 -39%
CWA
3012
Carolina Wealth Advisors
South Carolina
$347K -$47.3K -157 -13%
SSWG
3013
Seven Springs Wealth Group
Tennessee
$347K -$5.72K -19 -2%
RFA
3014
Register Financial Advisors
Georgia
$347K +$603 +2 +0.2%
GCA
3015
Gallagher Capital Advisors
Texas
$346K -$46.1K -153 -12%
OA
3016
Operose Advisors
Wisconsin
$346K -$3.62K -12 -1%
PIA
3017
Panoramic Investment Advisors
Colorado
$346K +$16K +53 +5%
FFWM
3018
Future Financial Wealth Management
Ohio
$346K +$111K +370 +51%
NI
3019
NDVR Inc
Massachusetts
$345K -$16K -53 -5%
CAM
3020
Cobblestone Asset Management
Virginia
$345K -$85.9K -285 -21%
TFO
3021
Tarbox Family Office
California
$345K -$15.4K -51 -4%
EA
3022
Emerald Advisors
Washington
$345K -$1.81K -6 -0.5%
VC
3023
Vicus Capital
Pennsylvania
$345K -$91.6K -304 -22%
SFA
3024
Semmax Financial Advisors
North Carolina
$344K -$301 -1 -0.1%
CC
3025
Copperleaf Capital
North Carolina
$344K – – –
119 120
121
122 123