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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2876
St. Clair Advisors
Ohio
$710K – – –
LA
2877
Lane & Associates
New Jersey
$709K +$10K +37 +1%
SGCA
2878
Steel Grove Capital Advisors
Tennessee
$708K +$25.1K +93 +4%
PWM
2879
Proathlete Wealth Management
Florida
$708K +$541 +2 +0.1%
VA
2880
Verdad Advisers
Massachusetts
$706K +$351K +1,300 +103%
HHRDM
2881
H&H Retirement Design & Management
Nevada
$706K -$37K -137 -5%
BBNA
2882
Bremer Bank National Association
Minnesota
$706K -$161K -597 -19%
WAG
2883
Windsor Advisory Group
Ohio
$704K +$692K +2,561 New
SFG
2884
Sunburst Financial Group
Alabama
$703K +$34.6K +128 +5%
FWM
2885
FFT Wealth Management
Pennsylvania
$701K +$121K +448 +21%
DSN
2886
D. Scott Neal
Kentucky
$701K – – –
I
2887
INVST
Indiana
$701K -$537K -1,985 -44%
NA
2888
Navellier & Associates
Nevada
$701K – – –
IWP
2889
Invenio Wealth Partners
Florida
$701K +$20.3K +75 +3%
SFS
2890
Sharp Financial Services
Pennsylvania
$700K -$94.9K -351 -12%
RFG
2891
RFP Financial Group
Georgia
$700K -$260K -960 -27%
PA
2892
Promethium Advisors
Maryland
$700K +$688K +2,545 New
GCA
2893
Gradient Capital Advisors
California
$699K +$37.9K +140 +6%
JE
2894
JMAC Enterprises
Pennsylvania
$699K +$11.4K +42 +2%
CPL
2895
CAP Partners LLC
Tennessee
$697K -$16.5K -61 -2%
HP
2896
Holistic Planning
Texas
$697K +$163K +603 +31%
MAM
2897
Marotta Asset Management
Virginia
$697K – – –
CNFG
2898
Creegan & Nassoura Financial Group
New Hampshire
$695K +$4.33K +16 +0.6%
RCM
2899
Raleigh Capital Management
North Carolina
$694K +$25.4K +94 +4%
CRIG
2900
Charter Research & Investment Group
Connecticut
$693K – – –
114 115
116
117 118