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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4201
Permanent Capital Management
Illinois
$3.83M +$37.9K +141 +1%
MFG
4202
Menard Financial Group
Texas
$3.83M +$239K +891 +7%
DI
4203
Disciplined Investors
Texas
$3.82M -$241K -897 -6%
CIEC
4204
Crédit Industriel et Commercial
France
$3.82M +$1.15M +4,301 +44%
NFA
4205
Northern Financial Advisors
Michigan
$3.82M -$3.2M -11,925 -46%
SSWG
4206
Seven Springs Wealth Group
Tennessee
$3.81M -$387K -1,440 -9%
CWMS
4207
Cannon Wealth Management Services
North Carolina
$3.81M -$268 -1 -0%
LCM
4208
LuminArx Capital Management
New York
$3.81M +$3.76M +14,000 New
PIWA
4209
Prevail Innovative Wealth Advisors
Kansas
$3.8M -$155K -578 -4%
AF
4210
Align Financial
Minnesota
$3.8M +$3.75M +13,975 New
BIA
4211
Baer Investment Advisory
California
$3.79M +$110K +410 +3%
RWFS
4212
Rayburn West Financial Services
Tennessee
$3.79M +$3.74M +13,935 New
CAG
4213
Cypress Advisory Group
Arizona
$3.79M – – –
MPIA
4214
Milestones Private Investment Advisors
New York
$3.78M -$27.9K -104 -0.7%
FFL
4215
Future Fund LLC
Illinois
$3.78M -$507K -1,890 -12%
KL
4216
KilterHowling LLC
Colorado
$3.78M -$1.16M -4,319 -24%
MWM
4217
Maripau Wealth Management
Indiana
$3.77M +$667K +2,485 +22%
DP
4218
Denver PWM
Colorado
$3.77M – – –
PRP
4219
Peak Retirement Planning
Ohio
$3.77M +$201K +747 +6%
AV
4220
Aspiring Ventures
Ohio
$3.77M +$892K +3,324 +32%
STA
4221
Smith Thornton Advisors
Alabama
$3.77M -$12.9K -48 -0.3%
LCWM
4222
Legacy Capital Wealth Management
Texas
$3.77M +$3.72M +13,850 New
LWM
4223
Latko Wealth Management
Illinois
$3.76M -$358K -1,335 -9%
SAM
4224
Sherman Asset Management
California
$3.76M -$302K -1,126 -8%
MTC
4225
Matrix Trust Company
Colorado
$3.75M -$31.9K -119 -0.9%
167 168
169
170 171