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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2751
Tranquility Partners
Tennessee
$246K +$13.4K +253 +6%
RWM
2752
Reston Wealth Management
Virginia
$246K +$23.6K +445 +10%
NFG
2753
Northeast Financial Group
Pennsylvania
$245K -$13.3K -251 -5%
PL
2754
Parthenon LLC
Kentucky
$244K -$10.6K -200 -4%
FCM
2755
Firestone Capital Management
Florida
$244K +$3.02K +57 +1%
RP
2756
Rice Partnership
Hawaii
$243K -$29.9K -565 -11%
AFS
2757
AFG Fiduciary Services
Massachusetts
$243K +$424 +8 +0.2%
EGWAG
2758
Elwood & Goetz Wealth Advisory Group
Georgia
$243K +$13.2K +250 +6%
RCM
2759
Requisite Capital Management
Texas
$243K +$253K +4,780 New
TFCP
2760
Twin Focus Capital Partners
Massachusetts
$242K +$13.9K +263 +6%
WFPG
2761
Waller Financial Planning Group
Ohio
$241K – – –
NCM
2762
Northside Capital Management
Oregon
$240K -$65.4K -1,234 -21%
FWM
2763
Fairhaven Wealth Management
Illinois
$240K -$20.4K -385 -8%
MIFH
2764
Migdal Insurance & Financial Holdings
Israel
$240K +$138K +2,611 +128%
PWA
2765
Primoris Wealth Advisors
Florida
$239K – – –
NRW
2766
Nova R Wealth
Kansas
$239K +$583 +11 +0.2%
VBFP
2767
Valtinson Bruner Financial Planning
Minnesota
$238K +$2.7K +51 +1%
PAS
2768
Professional Advisory Services
Florida
$237K -$3.97K -75 -2%
CIA
2769
Compass Ion Advisors
Pennsylvania
$236K -$608K -11,474 -71%
BWFA
2770
Baltimore-Washington Financial Advisors
Maryland
$236K -$91.2K -1,722 -30%
WF
2771
Warner Financial
Maryland
$236K +$477 +9 +0.3%
TC
2772
Tatro Capital
Kentucky
$236K +$6.25K +118 +3%
SHGA
2773
Sand Hill Global Advisors
California
$236K +$39.8K +751 +19%
I
2774
INVST
Indiana
$235K -$10.3K -194 -4%
DA
2775
DSC Advisors
Illinois
$235K +$245K +4,616 New
109 110
111
112 113