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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2351
AUA Capital Management
Pennsylvania
$431K – – –
LWP
2352
Laurel Wealth Planning
Minnesota
$431K +$424K +7,500 +3,348%
CFO
2353
Collective Family Office
Pennsylvania
$430K -$2.26K -40 -0.5%
MPPLM
2354
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$430K +$28K +494 +7%
T
2355
TRUADVICE
Florida
$429K +$59.9K +1,058 +14%
RCG
2356
Rock Creek Group
District of Columbia
$428K +$59.2K +1,046 +16%
FWTB
2357
First Western Trust Bank
Colorado
$428K +$432K +7,629 New
WG
2358
Watchman Group
Texas
$427K +$3.62K +64 +0.8%
HCM
2359
Hengehold Capital Management
Ohio
$426K +$170 +3 +0%
MS
2360
Madden Securities
Texas
$426K +$112K +1,980 +35%
FBT
2361
First Bank & Trust
South Dakota
$425K -$313K -5,524 -42%
ACP
2362
Aveo Capital Partners
Colorado
$425K -$39.9K -706 -8%
CPC
2363
Congress Park Capital
New York
$425K -$28.3K -500 -6%
RW
2364
Rede Wealth
Virginia
$425K +$4.75K +84 +1%
XWM
2365
Xcel Wealth Management
Florida
$424K -$161K -2,850 -27%
RTS
2366
Round Table Services
New Jersey
$424K +$57 +1 +0%
NSB
2367
Norway Savings Bank
Maine
$423K -$8.49K -150 -2%
PAS
2368
Professional Advisory Services
Florida
$423K – – –
FWM
2369
Fairhaven Wealth Management
Illinois
$423K +$4.81K +85 +1%
SAM
2370
Satovsky Asset Management
New York
$421K +$14K +248 +3%
ARMT
2371
Amica Retiree Medical Trust
Rhode Island
$419K – – –
HC
2372
Hamilton Capital
Ohio
$419K +$97.7K +1,727 +30%
MPW
2373
MA Private Wealth
California
$418K -$70K -1,237 -14%
SFG
2374
Sowa Financial Group
Rhode Island
$418K +$8.09K +143 +2%
GFS
2375
GYL Financial Synergies
Connecticut
$417K -$19.8K -350 -4%
93 94
95
96 97