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Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
2426
Resource Planning Group
Georgia
$314K -$15.2K -275 -5%
JFA
2427
JNBA Financial Advisors
Minnesota
$314K -$11.1K -200 -3%
FC
2428
Financial Council
Maryland
$313K +$320K +5,788 New
LTI
2429
Laffer Tengler Investments
Tennessee
$312K +$320K +5,784 New
HFP
2430
Holistic Financial Partners
Indiana
$312K -$47K -849 -13%
PWM
2431
Prentice Wealth Management
New York
$312K -$14.7K -266 -4%
MIG
2432
McGuire Investment Group
Rhode Island
$312K +$65K +1,175 +26%
AFC
2433
AFT Forsyth & Company
Florida
$311K -$20.7K -375 -6%
PHM
2434
Prospect Hill Management
New Jersey
$311K – – –
CWM
2435
Cahaba Wealth Management
Georgia
$311K +$319K +5,772 New
LNWTC
2436
Laird Norton Wetherby Trust Company
Washington
$311K +$319K +5,772 New
RRA
2437
Round Rock Advisors
Connecticut
$310K -$20.9K -378 -6%
RWG
2438
Regal Wealth Group
California
$310K +$2.21K +40 +0.7%
RIS
2439
Retirement Income Solutions
Michigan
$310K +$18.4K +332 +6%
GFPC
2440
Global Financial Private Client
Florida
$309K – – –
SFP
2441
Shepherd Financial Partners
Massachusetts
$309K -$167K -3,027 -35%
GIP
2442
Greatmark Investment Partners
Georgia
$309K -$5.53K -100 -2%
VWA
2443
VERITY Wealth Advisors
United States
$309K – – –
KWM
2444
Keebeck Wealth Management
Illinois
$308K -$57.4K -1,037 -15%
SAG
2445
Spotlight Asset Group
Illinois
$307K -$88.1K -1,592 -22%
HWM
2446
Hemington Wealth Management
Virginia
$307K -$10.7K -194 -3%
FCM
2447
Firestone Capital Management
Florida
$306K – – –
OHIS
2448
Oak Harvest Investment Services
Texas
$306K +$22.6K +408 +8%
AA
2449
Aufman Associates
Pennsylvania
$305K +$6.92K +125 +2%
LBD
2450
Landsberg Bennett & Dubbaneh
Florida
$304K -$44.4K -802 -13%
96 97
98
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