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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1901
AFT Forsyth & Company
Florida
$1M +$23.8K +417 +3%
MCA
1902
Martin Capital Advisors
Texas
$1M +$902K +15,780 New
IWA
1903
IVC Wealth Advisors
Pennsylvania
$999K +$22.9K +400 +3%
TC
1904
Titleist Capital
Texas
$998K +$900K +15,752 New
AIM
1905
Allen Investment Management
New York
$998K +$900K +15,755 New
RA
1906
Rational Advisors
New York
$997K +$120K +2,103 +15%
TWP
1907
Tempus Wealth Planning
California
$995K +$21.3K +373 +2%
MWM
1908
Meridian Wealth Management
Kentucky
$994K -$83.3K -1,458 -9%
AWP
1909
Ascent Wealth Partners
New York
$992K +$110K +1,928 +14%
CPA
1910
Clear Perspective Advisors
Illinois
$991K +$30.7K +537 +4%
PP
1911
Pegasus Partners
Wisconsin
$990K -$811K -14,189 -48%
DLHL
1912
Donald L. Hagan LLC
Florida
$989K +$11.9K +209 +1%
CT
1913
Clearstead Trust
Maine
$986K – – –
RB
1914
Rodgers Brothers
Pennsylvania
$986K +$34.3K +600 +4%
IWA
1915
Intercontinental Wealth Advisors
Texas
$985K -$81.2K -1,421 -8%
PCG
1916
Private Capital Group
Connecticut
$983K +$279K +4,877 +46%
CFFP
1917
Center for Financial Planning
Michigan
$975K +$250K +4,368 +40%
MFW
1918
Mosaic Family Wealth
Missouri
$974K -$102K -1,785 -10%
CFO
1919
CVA Family Office
Colorado
$971K +$506K +8,854 +137%
TPWA
1920
TRUE Private Wealth Advisors
Oregon
$969K -$145K -2,536 -14%
IFS
1921
Ifrah Financial Services
Arkansas
$967K +$5.14K +90 +0.6%
SC
1922
Steph & Co
Wisconsin
$963K +$24.9K +435 +3%
EWA
1923
EverSource Wealth Advisors
Alabama
$959K +$865K +15,147 New
NL
1924
Navalign LLC
California
$957K -$31.2K -546 -3%
AI
1925
AXS Investments
New York
$955K +$861K +15,070 New
75 76
77
78 79