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Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
2326
All Terrain Financial Advisors
Minnesota
$313K -$89.9K -2,387 -23%
DW
2327
Domani Wealth
Pennsylvania
$313K -$30.7K -816 -9%
TAM
2328
Townsend Asset Management
North Carolina
$313K -$5.58K -148 -2%
NRI
2329
NFP Retirement Inc
California
$313K -$4.79K -127 -2%
RLKPA
2330
Robbie L. Kennerson P.A.
Florida
$313K +$299K +7,935 New
AGC
2331
Aspen Grove Capital
Colorado
$312K +$299K +7,931 New
LWM
2332
LJI Wealth Management
Indiana
$312K +$299K +7,929 New
JGC
2333
J. Goldman & Co
New York
$311K +$297K +7,894 New
MFC
2334
Morris Financial Concepts
South Carolina
$311K -$27.8K -739 -9%
WGAM
2335
Wilkinson Global Asset Management
New York
$310K +$20.7K +550 +8%
SIS
2336
Sound Income Strategies
Florida
$310K +$4.07K +108 +1%
FWA
2337
FSM Wealth Advisors
Ohio
$310K -$57.9K -1,536 -16%
SWIM
2338
Smallwood Wealth Investment Management
New Jersey
$309K -$39.6K -1,052 -12%
BFC
2339
Bedel Financial Consulting
Indiana
$309K -$50.9K -1,351 -15%
FMN
2340
Financial Management Network
California
$309K +$69.6K +1,847 +33%
VPP
2341
Vertex Planning Partners
Illinois
$308K +$294K +7,812 New
MPW
2342
Monterey Private Wealth
California
$308K -$132K -3,494 -31%
BWM
2343
Baron Wealth Management
Michigan
$307K +$294K +7,797 New
WTB
2344
Washington Trust Bank
Washington
$307K -$150K -3,975 -34%
HP
2345
Hikari Power
Japan
$307K – – –
BDA
2346
Borer Denton & Associates
Pennsylvania
$307K – – –
PFM
2347
Parsec Financial Management
North Carolina
$306K -$83.9K -2,226 -22%
OPPS
2348
Obsidian Personal Planning Solutions
Maryland
$306K +$58.5K +1,552 +25%
MAM
2349
McLean Asset Management
Virginia
$305K +$16.7K +442 +6%
PGAM
2350
Princeton Global Asset Management
New Jersey
$305K -$41.4K -1,100 -12%
92 93
94
95 96