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Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
1726
Peak Retirement Planning
Ohio
$772K +$814K +19,298 New
DFCM
1727
Dark Forest Capital Management
Puerto Rico
$769K +$120K +2,847 +17%
AF
1728
Apexium Financial
Texas
$768K +$300K +7,121 +59%
VFA
1729
Voya Financial Advisors
Connecticut
$767K +$5.82K +138 +0.7%
CCB
1730
Country Club Bank
Missouri
$767K +$42 +1 +0%
CCG
1731
Catalina Capital Group
California
$767K +$64.7K +1,533 +9%
CAM
1732
Councilmark Asset Management
Tennessee
$766K -$33.5K -795 -4%
YIH
1733
Y-Intercept (HK)
Hong Kong
$766K -$3.28M -77,744 -80%
OA
1734
Operose Advisors
Wisconsin
$764K -$133K -3,161 -14%
PWM
1735
Proathlete Wealth Management
Florida
$764K +$9.74K +231 +1%
CA
1736
Cullinan Associates
Kentucky
$762K -$63.3K -1,500 -7%
PI
1737
Pettee Investors
Connecticut
$761K -$18.3K -433 -2%
MIC
1738
Means Investment Company
Maine
$761K +$37.8K +895 +5%
RBFC
1739
Roman Butler Fullerton & Co
Missouri
$760K -$151K -3,582 -16%
BIP
1740
Blueprint Investment Partners
North Carolina
$759K -$150K -3,564 -16%
SDAM
1741
Shulman DeMeo Asset Management
New York
$758K -$140K -3,310 -15%
RPCONE
1742
Retirement Planning Company of New England
Rhode Island
$757K +$17.4K +413 +2%
CAMG
1743
CWA Asset Management Group
Florida
$756K -$956K -22,662 -55%
TL
1744
Tradewinds LLC
North Carolina
$755K -$80.6K -1,911 -9%
EFG
1745
Everhart Financial Group
Ohio
$754K +$135K +3,211 +21%
WJWM
1746
Williams Jones Wealth Management
New York
$750K -$5.57K -132 -0.7%
VFM
1747
Vision Financial Markets
Connecticut
$749K +$790K +18,736 New
PFT
1748
Providence First Trust
Arizona
$749K – – –
ACGA
1749
Atlanta Consulting Group Advisors
Georgia
$748K -$1.31M -30,953 -62%
FNT
1750
First Nebraska Trust
Nebraska
$747K -$2.11K -50 -0.3%
68 69
70
71 72