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Name Holding Trade Value Shares
Change 		Change in
Stake
FGP
2951
Freestone Grove Partners
California
$926K +$881K +2,929 New
LIA
2952
LBMC Investment Advisors
Tennessee
$925K – – –
FCA
2953
FLC Capital Advisors
California
$924K – – –
BWM
2954
Blossom Wealth Management
California
$919K +$30.7K +102 +4%
NFG
2955
Northeast Financial Group
Pennsylvania
$919K -$1.6M -5,330 -65%
AF
2956
Atala Financial
California
$918K +$873K +2,904 New
SWM
2957
Scissortail Wealth Management
Oklahoma
$918K +$868K +2,886 +16,033%
BBW
2958
Blue Barn Wealth
Utah
$915K +$902 +3 +0.1%
PHAM
2959
Palisades Hudson Asset Management
Florida
$908K -$14.7K -49 -2%
SWA
2960
SOA Wealth Advisors
New York
$902K +$56.2K +187 +7%
IP
2961
Ignite Planners
California
$901K +$12K +40 +1%
SIC
2962
Samalin Investment Counsel
New York
$900K +$301 +1 +0%
CNBOF
2963
City National Bank of Florida
Florida
$899K +$855K +2,845 New
RYIA
2964
Roehl & Yi Investment Advisors
Oregon
$898K +$854K +2,841 New
CMI
2965
Clare Market Investments
Texas
$897K -$6.62K -22 -0.8%
CSA
2966
Cornerstone Select Advisors
Missouri
$897K +$853K +2,838 New
BWG
2967
Berry Wealth Group
Texas
$893K +$33.1K +110 +4%
RWI
2968
Red Wave Investments
Pennsylvania
$890K – – –
WMA
2969
West Michigan Advisors
Michigan
$889K -$44.5K -148 -5%
SRL
2970
Scientech Research LLC
New Jersey
$886K -$2.64M -8,774 -76%
WA
2971
Wealth Architects
California
$882K -$29.5K -98 -3%
LA
2972
Lane & Associates
New Jersey
$881K – – –
PFG
2973
PAX Financial Group
Texas
$879K -$149K -495 -15%
DA
2974
Detalus Advisors
Missouri
$875K +$120K +399 +17%
IA
2975
IFC Advisors
California
$874K +$832K +2,766 New
117 118
119
120 121