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Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
2901
Vaughan David Investments
Illinois
$9.05M +$1.07M +4,093 +13%
AA
2902
Altman Advisors
Illinois
$9.04M +$232K +891 +3%
MBWA
2903
Marin Bay Wealth Advisors
California
$9.04M -$1.34M -5,139 -12%
TWP
2904
Tempus Wealth Planning
California
$9.02M +$11.5K +44 +0.1%
MCM
2905
Mainstream Capital Management
California
$9.02M -$48.4K -186 -0.5%
GWM
2906
GSB Wealth Management
Connecticut
$9.02M -$136K -523 -1%
GB
2907
Goepper Burkhardt
South Carolina
$9.02M -$830K -3,189 -8%
CP
2908
Cornerstone Planning
North Carolina
$9.02M -$112K -431 -1%
SF
2909
SWP Financial
California
$9.01M -$871K -3,348 -9%
CM
2910
Columbus Macro
Pennsylvania
$9.01M +$252K +970 +3%
HWM
2911
Howard Wealth Management
Connecticut
$9M +$813K +3,124 +10%
PB
2912
Pinnacle Bancorp
Nebraska
$9M -$34.1K -131 -0.4%
KWM
2913
Kingsman Wealth Management
Florida
$9M +$417K +1,603 +5%
CIP
2914
Castlefield Investment Partners
$8.98M +$517K +1,986 +6%
TI
2915
tru Independence
Oregon
$8.97M -$743K -2,854 -7%
MG
2916
McHugh Group
Ohio
$8.97M -$125K -481 -1%
SMWM
2917
Silvia McColl Wealth Management
California
$8.96M -$215K -826 -2%
CCA
2918
Corps Capital Advisors
Texas
$8.96M +$3.22M +12,372 +54%
IP
2919
Investment Partners
Ohio
$8.96M -$6.77K -26 -0.1%
CWA
2920
Centennial Wealth Advisory
Michigan
$8.94M +$383K +1,470 +4%
CGH
2921
CMG Global Holdings
Texas
$8.94M -$76K -292 -0.8%
SIM
2922
Studio Investment Management
Illinois
$8.94M -$178K -684 -2%
PWA
2923
Pitcairn Wealth Advisors
Pennsylvania
$8.94M -$521 -2 -0%
RPCONE
2924
Retirement Planning Company of New England
Rhode Island
$8.92M +$316K +1,216 +4%
MS
2925
Madden Securities
Texas
$8.92M +$86.4K +332 +1%
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