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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2326
American Financial Advisors
Georgia
$314K -$13.1K -348 -4%
FC
2327
Fusion Capital
South Carolina
$314K +$7.12K +189 +2%
ATFA
2328
All Terrain Financial Advisors
Minnesota
$313K -$89.9K -2,387 -23%
DW
2329
Domani Wealth
Pennsylvania
$313K -$30.7K -816 -9%
TAM
2330
Townsend Asset Management
North Carolina
$313K -$5.58K -148 -2%
NRI
2331
NFP Retirement Inc
California
$313K -$4.79K -127 -2%
RLKPA
2332
Robbie L. Kennerson P.A.
Florida
$313K +$299K +7,935 New
AGC
2333
Aspen Grove Capital
Colorado
$312K +$299K +7,931 New
LWM
2334
LJI Wealth Management
Indiana
$312K +$299K +7,929 New
JGC
2335
J. Goldman & Co
New York
$311K +$297K +7,894 New
MFC
2336
Morris Financial Concepts
South Carolina
$311K -$27.8K -739 -9%
WGAM
2337
Wilkinson Global Asset Management
New York
$310K +$20.7K +550 +8%
SIS
2338
Sound Income Strategies
Florida
$310K +$4.07K +108 +1%
FWA
2339
FSM Wealth Advisors
Ohio
$310K -$57.9K -1,536 -16%
SWIM
2340
Smallwood Wealth Investment Management
New Jersey
$309K -$39.6K -1,052 -12%
BFC
2341
Bedel Financial Consulting
Indiana
$309K -$50.9K -1,351 -15%
FMN
2342
Financial Management Network
California
$309K +$69.6K +1,847 +33%
VPP
2343
Vertex Planning Partners
Illinois
$308K +$294K +7,812 New
MPW
2344
Monterey Private Wealth
California
$308K -$132K -3,494 -31%
BWM
2345
Baron Wealth Management
Michigan
$307K +$294K +7,797 New
WTB
2346
Washington Trust Bank
Washington
$307K -$150K -3,975 -34%
HP
2347
Hikari Power
Japan
$307K – – –
BDA
2348
Borer Denton & Associates
Pennsylvania
$307K – – –
PFM
2349
Parsec Financial Management
North Carolina
$306K -$83.9K -2,226 -22%
OPPS
2350
Obsidian Personal Planning Solutions
Maryland
$306K +$58.5K +1,552 +25%
92 93
94
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