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Name Holding Trade Value Shares
Change 		Change in
Stake
RFMS
2376
RWQ Financial Management Services
Florida
$311K -$4.56M -26,077 -94%
T
2377
TNF
Montana
$310K +$251K +1,437 New
SGWM
2378
Sterling Group Wealth Management
California
$310K +$274K +1,568 New
RFG
2379
RFP Financial Group
Georgia
$310K -$47.2K -270 -15%
EWA
2380
Encompass Wealth Advisors
Oregon
$309K -$5.59K -32 -2%
DP
2381
Denver PWM
Colorado
$308K -$28.8K -165 -10%
GFPC
2382
Global Financial Private Client
Florida
$308K +$5.07K +29 +2%
SSWM
2383
Sheets Smith Wealth Management
North Carolina
$308K -$699 -4 -0.3%
PAI
2384
Pittenger & Anderson Inc
Nebraska
$308K -$205K -1,174 -43%
TBC
2385
Ted Buchan & Co
California
$308K – – –
TP
2386
Tranquility Partners
Tennessee
$305K -$524 -3 -0.2%
MPCL
2387
My Personal CFO LLC
Washington
$304K -$18.5K -106 -6%
HFS
2388
HBC Financial Services
Washington
$304K – – –
PNC
2389
Park National Corp
Ohio
$304K +$350 +2 +0.1%
ECAM
2390
East Coast Asset Management
Massachusetts
$303K +$268K +1,532 New
IPW
2391
Intergy Private Wealth
Colorado
$302K +$22.7K +130 +9%
WPP
2392
Whalerock Point Partners
Rhode Island
$302K – – –
KIG
2393
Kennedy Investment Group
New Jersey
$301K +$14.9K +85 +6%
AFIA
2394
America First Investment Advisors
Nebraska
$301K +$72.2K +413 +37%
ACM
2395
Andina Capital Management
Utah
$301K +$266K +1,520 New
EA
2396
Ellsworth Advisors
Ohio
$301K -$22.5K -129 -8%
TMWM
2397
Taylor & Morgan Wealth Management
Michigan
$301K +$266K +1,520 New
CWA
2398
CJM Wealth Advisers
Virginia
$301K – – –
VC
2399
Veery Capital
Delaware
$301K -$17.7K -101 -6%
JFA
2400
JNBA Financial Advisors
Minnesota
$299K -$62.9K -360 -19%
94 95
96
97 98