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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2351
Sterling Financial Planning
New Jersey
$339K – – –
NRI
2352
NFP Retirement Inc
California
$338K -$2.8K -9 -0.9%
AWM
2353
Aevitas Wealth Management
Massachusetts
$338K -$19.6K -63 -6%
CCM
2354
CAAS Capital Management
New York
$338K -$2.8K -9 -0.9%
SW
2355
SlateStone Wealth
Florida
$337K – – –
FA
2356
Financial Advisors
Massachusetts
$337K +$4.67K +15 +2%
FBC
2357
Fairfield, Bush & Co
Connecticut
$336K -$14K -45 -5%
CFAM
2358
Coury Firm Asset Management
Pennsylvania
$336K – – –
SIA
2359
Strategic Investment Advisors
Michigan
$336K +$29.9K +96 +11%
MWM
2360
Marietta Wealth Management
Georgia
$334K – – –
KFP
2361
KB Financial Partners
New Jersey
$332K +$116K +372 +67%
TCWM
2362
Total Clarity Wealth Management
Illinois
$331K +$27.1K +87 +10%
IWN
2363
Independent Wealth Network
Iowa
$331K +$63.5K +204 +28%
SC
2364
Saturna Capital
Washington
$331K +$287K +921 New
FMB
2365
Field & Main Bank
Kentucky
$330K -$32.7K -105 -10%
NEWAS
2366
N.E.W. Advisory Services
Wisconsin
$330K -$2.8K -9 -0.6%
SA
2367
Syntax Advisors
New York
$330K +$33.6K +108 +13%
VCG
2368
Vantage Consulting Group
Virginia
$330K +$33.6K +108 +13%
RIM
2369
Reynolds Investment Management
South Carolina
$330K +$286K +918 New
HR
2370
Howe & Rusling
New York
$328K -$70.1K -225 -20%
UIA
2371
Ulland Investment Advisors
Minnesota
$328K +$6.54K +21 +2%
BWM
2372
BCGM Wealth Management
Indiana
$327K – – –
SLG
2373
Stanley-Laman Group
Pennsylvania
$325K -$134K -429 -32%
FCG
2374
Financial Connections Group
California
$325K -$5.61K -18 -2%
TWM
2375
Trevian Wealth Management
Massachusetts
$325K -$4.67K -15 -2%
93 94
95
96 97