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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2151
Hendley & Co
Ohio
$13M -$1.1M -5,457 -8%
BWG
2152
Balanced Wealth Group
Ohio
$12.9M -$50.1K -248 -0.4%
CFMC
2153
Curbstone Financial Management Corp
New Hampshire
$12.9M -$357K -1,766 -3%
LWM
2154
LJI Wealth Management
Indiana
$12.9M -$441K -2,183 -3%
TCPG
2155
Trivant Custom Portfolio Group
California
$12.9M -$94.3K -467 -0.7%
AWA
2156
Amplius Wealth Advisors
Pennsylvania
$12.9M +$721K +3,568 +6%
TWM
2157
TCFG Wealth Management
California
$12.9M -$180K -893 -1%
DFCM
2158
Dark Forest Capital Management
Puerto Rico
$12.9M +$4.6M +22,783 +57%
CPC
2159
Consolidated Planning Corp
Georgia
$12.9M -$3.66M -18,103 -22%
MC
2160
Muhlenkamp & Co
Pennsylvania
$12.8M +$34.3K +170 +0.3%
NL
2161
NVWM LLC
Pennsylvania
$12.8M -$1.18M -5,830 -9%
GU
2162
Georgetown University
District of Columbia
$12.8M +$15.3K +76 +0.1%
HWP
2163
Highline Wealth Partners
California
$12.8M -$393K -1,944 -3%
BBWA
2164
Bell & Brown Wealth Advisors
California
$12.8M +$68.5K +339 +0.5%
RBFC
2165
Roman Butler Fullerton & Co
Missouri
$12.8M +$947K +4,689 +9%
RPSA
2166
Richard P. Slaughter Associates
Texas
$12.8M +$857K +4,244 +7%
SC
2167
Soundwatch Capital
Connecticut
$12.8M +$1.14M +5,624 +10%
FNC
2168
First National Corp
Massachusetts
$12.8M -$988K -4,893 -7%
MWAM
2169
Manhattan West Asset Management
California
$12.7M -$1.68M -8,302 -12%
MWP
2170
MYCIO Wealth Partners
Pennsylvania
$12.7M +$232K +1,149 +2%
AWP
2171
Accretive Wealth Partners
New Jersey
$12.7M -$52.1K -258 -0.4%
DR
2172
Davis Rea
Ontario, Canada
$12.7M +$8.01M +39,666 +178%
CF
2173
Copperwynd Financial
Arizona
$12.7M +$2.21M +10,955 +22%
HFM
2174
Hartford Financial Management
Connecticut
$12.7M +$227K +1,126 +2%
BKA
2175
Brick & Kyle Associates
Pennsylvania
$12.7M -$43.4K -215 -0.4%
85 86
87
88 89