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Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1701
Hudson Value Partners
Florida
$691K +$575K +2,943 +298%
NCM
1702
Novare Capital Management
North Carolina
$690K -$4.6M -23,520 -86%
FI
1703
Financial Insights
Washington
$690K -$18K -92 -2%
CG
1704
CFO4Life Group
Texas
$690K -$6.64K -34 -0.9%
LW
1705
Linscomb Wealth
Texas
$689K +$55.7K +285 +8%
MCWS
1706
McKinley Carter Wealth Services
West Virginia
$688K -$107K -550 -12%
MAWA
1707
Moss Adams Wealth Advisors
Washington
$686K +$245K +1,256 +47%
TA
1708
TrueWealth Advisors
Alabama
$686K +$40.4K +207 +6%
SAI
1709
Savvy Advisors Inc
New York
$686K +$91.4K +468 +14%
EE
1710
EWG Elevate
California
$685K +$42.6K +218 +6%
RWP
1711
Ridgecrest Wealth Partners
California
$684K -$52.6K -269 -6%
BFC
1712
Bedel Financial Consulting
Indiana
$681K -$23.3K -119 -3%
JWM
1713
Jeppson Wealth Management
California
$680K +$169K +866 +29%
KFI
1714
Key Financial Inc
Pennsylvania
$677K +$39.1K +200 +5%
RCM
1715
RNC Capital Management
California
$676K – – –
MWA
1716
Motive Wealth Advisors
Michigan
$676K +$477K +2,441 +174%
SPC
1717
Spirepoint Private Client
Florida
$675K +$751K +3,842 New
BMC
1718
Beaton Management Company
Massachusetts
$674K +$48.1K +246 +7%
AG
1719
Advocate Group
Minnesota
$673K +$147K +750 +24%
MAG
1720
Mayfair Advisory Group
Alabama
$671K -$1.37K -7 -0.2%
IF
1721
Intrua Financial
Texas
$669K -$166K -849 -18%
JIC
1722
Joel Isaacson & Co
New York
$669K -$93.2K -477 -11%
CIP
1723
Convergence Investment Partners
Florida
$669K -$29.1K -149 -4%
JE
1724
JMAC Enterprises
Pennsylvania
$669K -$19.5K -100 -3%
ET
1725
Equitable Trust
Tennessee
$665K +$166K +849 +29%
67 68
69
70 71