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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2401
Trueblood Wealth Management
Ohio
$375K -$61.3K -1,261 -15%
LTI
2402
Laffer Tengler Investments
Tennessee
$374K -$379K -7,784 -53%
RWB
2403
RMR Wealth Builders
New Jersey
$373K +$49.5K +1,018 +17%
SI
2404
Seeds Investor
New York
$373K +$30.3K +622 +10%
CPC
2405
Consolidated Planning Corp
Georgia
$372K -$5.23M -107,636 -94%
HP
2406
Holistic Planning
Texas
$371K +$37.6K +773 +12%
EBT
2407
Enterprise Bank & Trust
Massachusetts
$371K +$16.8K +345 +5%
MAG
2408
M3 Advisory Group
Massachusetts
$370K -$15.6K -320 -4%
AWP
2409
Abacus Wealth Partners
California
$367K +$19K +390 +6%
CVA
2410
Central Valley Advisors
California
$367K -$3.4K -70 -1%
MWP
2411
Madison Wealth Partners
Wisconsin
$367K +$730 +15 +0.2%
FAM
2412
Flaharty Asset Management
Florida
$366K -$4.86K -100 -1%
BWP
2413
BSW Wealth Partners
Colorado
$366K +$14.1K +290 +4%
AAS
2414
Annex Advisory Services
Wisconsin
$366K -$3.84M -78,979 -92%
PS
2415
Planned Solutions
California
$366K +$84.6K +1,740 +34%
CIA
2416
Cladis Investment Advisory
Montana
$365K +$49 +1 +0%
FWM
2417
Foguth Wealth Management
Michigan
$365K -$141K -2,889 -29%
PAA
2418
Peregrine Asset Advisers
Oregon
$364K – – –
NEPPG
2419
New England Professional Planning Group
Rhode Island
$364K -$23.1K -474 -6%
ACM
2420
Armbruster Capital Management
New York
$364K -$45.2K -930 -12%
KWAG
2421
Kiely Wealth Advisory Group
North Carolina
$364K – – –
BEAM
2422
Baker Ellis Asset Management
Washington
$363K +$86.3K +1,775 +35%
VAS
2423
Valicenti Advisory Services
New York
$363K +$6.13K +126 +2%
LFA
2424
Laraway Financial Advisors
Minnesota
$363K -$4.86K -100 -1%
ITIM
2425
Indiana Trust & Investment Management
Indiana
$362K -$87.4K -1,797 -21%
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97
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