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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Mission Wealth Management
California
$246K +$241K +2,946 New
CCG
1802
Chatham Capital Group
Georgia
$245K +$241K +2,942 New
PAM
1803
PVG Asset Management
Colorado
$244K -$2.46K -30 -1%
AP
1804
Appleton Partners
Massachusetts
$244K -$23.8K -291 -9%
LIA
1805
LBMC Investment Advisors
Tennessee
$242K +$237K +2,899 New
CBFP
1806
Cedar Brook Financial Partners
Ohio
$242K +$238K +2,903 New
TIA
1807
Tandem Investment Advisors
South Carolina
$242K +$238K +2,905 New
BFA
1808
Beaumont Financial Advisors
Massachusetts
$241K +$234K +2,855 New
DA
1809
Duality Advisers
Florida
$241K +$236K +2,886 New
SIM
1810
SSI Investment Management
California
$239K -$1.15K -14 -0.5%
VA
1811
Valmark Advisers
Ohio
$239K +$15.1K +184 +7%
PIMG
1812
Patriot Investment Management Group
Tennessee
$238K +$8.76K +107 +4%
FA
1813
Forefront Analytics
Pennsylvania
$237K -$11.5K -140 -5%
ICM
1814
Islay Capital Management
Texas
$236K -$52.9K -646 -19%
SEEDPG
1815
S.E.E.D. Planning Group
New York
$236K -$1.39K -17 -0.6%
SFG
1816
StrategIQ Financial Group
Indiana
$236K +$231K +2,823 New
RDWM
1817
Red Door Wealth Management
Tennessee
$236K +$232K +2,834 New
MCM
1818
McRae Capital Management
New Jersey
$235K +$1.56K +19 +0.7%
WCM
1819
Wedge Capital Management
North Carolina
$234K -$38.7K -473 -14%
MSFS
1820
Main Street Financial Solutions
Pennsylvania
$234K +$230K +2,809 New
ISWM
1821
Independent Solutions Wealth Management
New York
$231K +$227K +2,771 New
WA
1822
Waverly Advisors
Alabama
$231K -$5.41K -66 -2%
ICM
1823
IMS Capital Management
Oregon
$231K – – –
FMTC
1824
Farmers & Merchants Trust Company
California
$231K +$226K +2,764 New
PTP
1825
Platform Technology Partners
New York
$231K +$227K +2,771 New
71 72
73
74 75