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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4251
Crane Advisory
California
$613K +$214K +1,280 +60%
CPG
4252
Cornerstone Planning Group
New Jersey
$612K -$6.18K -37 -1%
CWM
4253
Cahill Wealth Management
Michigan
$612K – – –
FSWA
4254
Financial Synergies Wealth Advisors
Texas
$612K +$8.85K +53 +2%
WCP
4255
Wick Capital Partners
Pennsylvania
$612K +$33.7K +202 +6%
GC
4256
Gibson Capital
Pennsylvania
$611K – – –
TFF
4257
The Family Firm
Maryland
$610K – – –
TBWA
4258
Three Bridge Wealth Advisors
California
$610K – – –
MAM
4259
Milestone Asset Management
Pennsylvania
$609K +$214K +1,284 +61%
BF
4260
Brogan Financial
Tennessee
$608K +$83.5K +500 +17%
MS
4261
Mizuho Securities
Japan
$608K -$3.38M -20,260 -86%
IWM
4262
Iams Wealth Management
Nebraska
$607K +$49.2K +295 +9%
KTA
4263
Keeley-Teton Advisors
Illinois
$606K – – –
MRWM
4264
ML&R Wealth Management
Texas
$605K -$381K -2,280 -40%
LIM
4265
Lathrop Investment Management
Arkansas
$604K +$58.9K +353 +12%
FA
4266
FF Advisors
California
$604K +$72.9K +437 +15%
FSCM
4267
Front Street Capital Management
Montana
$603K – – –
SAMT
4268
Select Asset Management & Trust
Pennsylvania
$603K – – –
BDFN
4269
Bond & Devick Financial Network
Minnesota
$603K +$3.34K +20 +0.6%
LA
4270
Lane & Associates
New Jersey
$602K -$1.17K -7 -0.2%
KCM
4271
Kennicott Capital Management
California
$602K – – –
GOCP
4272
Great Oak Capital Partners
Massachusetts
$601K -$44.1K -264 -7%
MCA
4273
Martin Capital Advisors
Texas
$600K – – –
1IA
4274
1620 Investment Advisors
Massachusetts
$600K +$39.9K +239 +8%
DFA
4275
DHJJ Financial Advisors
Illinois
$597K -$835 -5 -0.2%
169 170
171
172 173