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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1626
Tempus Wealth Planning
California
$834K -$69.8K -250 -7%
MHR
1627
Matthew Hamilton Rosenberg
$834K +$58.9K +211 +7%
WWMSC
1628
Wagner Wealth Management (South Carolina)
South Carolina
$833K – – –
ATIA
1629
American Trust Investment Advisors
New Hampshire
$832K – – –
IC
1630
Inscription Capital
Texas
$830K -$21.8K -78 -2%
GD
1631
Grandfield & Dodd
New York
$830K – – –
RF
1632
Rollins Financial
Georgia
$828K -$432K -1,547 -33%
PFPT
1633
Pinnacle Financial Partners (Tennessee)
Tennessee
$828K -$19.8K -71 -2%
HIS
1634
Horizon Investment Services
Indiana
$828K +$17K +61 +2%
ACM
1635
Advance Capital Management
Michigan
$827K -$5.87K -21 -0.7%
RFN
1636
Redwood Financial Network
Ohio
$826K -$17K -61 -2%
WWA
1637
WC Walker & Associates
California
$826K – – –
PCM
1638
Pennsylvania Capital Management
Pennsylvania
$825K +$420K +1,503 +93%
EIA
1639
Eldridge Investment Advisors
New Hampshire
$824K -$83.8K -300 -9%
BEI
1640
Benjamin Edwards Inc
Missouri
$824K +$91K +326 +12%
FC
1641
Family CFO
California
$824K – – –
FMWA
1642
Forvis Mazars Wealth Advisors
Missouri
$823K +$29.9K +107 +4%
LS
1643
Leelyn Smith
Illinois
$821K -$147K -527 -15%
BWA
1644
Blodgett Wealth Advisors
California
$820K -$151K -540 -15%
MWM
1645
Modera Wealth Management
New Jersey
$819K +$2.51K +9 +0.3%
FRM
1646
Fox Run Management
Connecticut
$818K +$861K +3,083 New
RZH
1647
Relyea Zuckerberg Hanson
Connecticut
$817K +$127K +455 +17%
LA
1648
Lifeworks Advisors
Michigan
$815K -$137K -489 -12%
WA
1649
Wambolt & Associates
Colorado
$815K +$130K +467 +18%
AF
1650
Apexium Financial
Texas
$814K +$464K +1,661 +118%
64 65
66
67 68