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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2051
Richard W. Paul & Associates
Michigan
$838K +$13.8K +202 +2%
GFG
2052
Goldstone Financial Group
Illinois
$837K +$67.3K +987 +9%
DWM
2053
Destination Wealth Management
California
$836K +$181K +2,654 +28%
CA
2054
Calton & Associates
Florida
$836K +$49.5K +726 +6%
GAA
2055
Green Alpha Advisors
Colorado
$835K -$47.5K -697 -5%
BM
2056
Berman McAleer
Maryland
$835K +$831K +12,197 New
SA
2057
Sovran Advisors
California
$834K -$477 -7 -0.1%
FH
2058
FWG Holdings
Florida
$833K +$25.1K +368 +3%
JCIA
2059
Jackson Creek Investment Advisors
Colorado
$831K -$7.22K -106 -0.9%
LIA
2060
LBMC Investment Advisors
Tennessee
$830K +$273 +4 +0%
MA
2061
MJP Associates
Connecticut
$830K +$106K +1,556 +15%
WDG
2062
Wealth Dimensions Group
Ohio
$830K +$2.59K +38 +0.3%
IP
2063
Ignite Planners
California
$826K +$24.1K +353 +3%
PTP
2064
Platform Technology Partners
New York
$824K -$264K -3,870 -24%
HWA
2065
HMV Wealth Advisors
Louisiana
$823K – – –
MWA
2066
Monograph Wealth Advisors
California
$822K +$819K +12,018 New
GITFIT
2067
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$821K – – –
YIM
2068
Yoffe Investment Management
Pennsylvania
$818K +$204 +3 +0%
PA
2069
Persium Advisors
Georgia
$816K +$19.8K +290 +2%
ICP
2070
Interchange Capital Partners
Pennsylvania
$816K +$227K +3,326 +39%
OFS
2071
OneAscent Financial Services
Alabama
$814K -$132K -1,933 -14%
DSC
2072
Duncker Streett & Co
Missouri
$814K +$87.5K +1,283 +12%
HW
2073
HORAN Wealth
Ohio
$814K +$407K +5,968 +101%
BCP
2074
Blue Chip Partners
Michigan
$813K +$11.4K +167 +1%
FAN
2075
Financial Advisors Network
California
$813K +$4.36K +64 +0.5%
81 82
83
84 85