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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
3226
Forbes Financial Planning
Rhode Island
$3.92M – – –
AWP
3227
Abacus Wealth Partners
California
$3.92M +$667K +3,636 +19%
MFA
3228
McClarren Financial Advisors
Pennsylvania
$3.92M +$249K +1,357 +6%
PCMC
3229
Paragon Capital Management (Colorado)
Colorado
$3.91M -$150K -818 -3%
AWC
3230
Adamsbrown Wealth Consultants
Kansas
$3.9M +$23.5K +128 +0.6%
OBWP
3231
O'Brien Wealth Partners
Massachusetts
$3.9M -$64.4K -351 -2%
WCM
3232
Windsor Capital Management
Arizona
$3.89M -$72.8K -397 -2%
OAJ
3233
Ogorek Anthony Joseph
New York
$3.89M -$164K -893 -4%
ACM
3234
Ategra Capital Management
Virginia
$3.88M +$367 +2 +0%
MPAM
3235
Murphy Pohlad Asset Management
Minnesota
$3.87M -$57.4K -313 -1%
AWM
3236
Aprio Wealth Management
Georgia
$3.86M +$55.4K +302 +1%
DTL
3237
Dynamic Technology Lab
Singapore
$3.85M +$2.73M +14,878 +195%
AIA
3238
Affinity Investment Advisors
California
$3.85M -$284K -1,551 -6%
SFA
3239
Source Financial Advisors
New York
$3.85M +$23.5K +128 +0.6%
MPPLM
3240
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.84M -$248K -1,355 -6%
AI
3241
Atom Investors
Texas
$3.84M +$2.95M +16,084 +253%
LP
3242
LGL Partners
Pennsylvania
$3.84M -$89.7K -489 -2%
BWM
3243
Birchcreek Wealth Management
Ohio
$3.83M -$120K -653 -3%
MIC
3244
MU Investments Company
Japan
$3.83M -$36.7K -200 -0.9%
PC
3245
Peavine Capital
Nevada
$3.83M – – –
GFA
3246
Gallagher Fiduciary Advisors
Illinois
$3.83M +$145K +788 +4%
CFO
3247
Callan Family Office
Pennsylvania
$3.82M -$626K -3,415 -13%
HI
3248
Human Investing
Oregon
$3.82M -$358K -1,950 -8%
OFG
3249
OmniStar Financial Group
North Carolina
$3.82M -$565K -3,082 -12%
PHIMC
3250
Private Harbour Investment Management & Counsel
Ohio
$3.82M -$3.48K -19 -0.1%
128 129
130
131 132