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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2401
Tranquility Partners
Tennessee
$277K -$9.72K -219 -3%
FI
2402
Financial Insights
Washington
$277K +$307K +6,928 New
MAM
2403
Mastrapasqua Asset Management
Tennessee
$276K – – –
MF
2404
Montis Financial
Massachusetts
$275K – – –
TIM
2405
Total Investment Management
Arizona
$275K +$11.8K +265 +4%
KWA
2406
KCS Wealth Advisory
California
$274K -$373K -8,406 -55%
BIA
2407
Benchmark Investment Advisors
Illinois
$274K +$16.7K +376 +6%
MFG
2408
Menard Financial Group
Texas
$274K +$304K +6,857 New
FMP
2409
Financial Management Professionals
Texas
$273K +$16.9K +382 +6%
FA
2410
Fortis Advisors
Pennsylvania
$272K – – –
TCM
2411
Towercrest Capital Management
Pennsylvania
$272K – – –
SQA
2412
Simon Quick Advisors
New Jersey
$271K +$11.4K +258 +4%
FAT
2413
First American Trust
California
$270K -$47.1K -1,061 -14%
PFA
2414
Pure Financial Advisors
California
$269K +$46.2K +1,042 +18%
ACM
2415
AUA Capital Management
Pennsylvania
$268K -$46.1K -1,040 -13%
WCFA
2416
Walkner Condon Financial Advisors
Wisconsin
$267K +$14.9K +336 +5%
VBCG
2417
Valley Brook Capital Group
Pennsylvania
$266K +$133 +3 +0%
TAM
2418
Todd Asset Management
Kentucky
$265K – – –
PGWM
2419
Parisi Gray Wealth Management
New Jersey
$264K -$782K -17,626 -73%
CPC
2420
Consolidated Planning Corp
Georgia
$264K -$9.05K -204 -3%
MPW
2421
MA Private Wealth
California
$263K – – –
OWM
2422
OneAscent Wealth Management
Alabama
$263K +$17K +383 +6%
EBA
2423
Eagle Bay Advisors
New York
$262K -$29.3K -661 -9%
OWM
2424
Opes Wealth Management
California
$262K – – –
PHIC
2425
Pine Haven Investment Counsel
Massachusetts
$262K – – –
95 96
97
98 99