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Name Holding Trade Value Shares
Change 		Change in
Stake
UL
3001
Unionview LLC
Washington
$306K +$1.79K +12 +0.6%
JJBC
3002
James J. Burns & Company
New York
$306K +$11.5K +77 +4%
SPL
3003
Smart Portfolios LLC
Washington
$306K – – –
BFO
3004
Biltmore Family Office
North Carolina
$304K +$26.9K +181 +10%
NPF
3005
Norris Perne & French
Michigan
$303K -$45.5K -306 -13%
NCTC
3006
New Covenant Trust Company
Indiana
$302K – – –
WFS
3007
Walker Financial Services
Kentucky
$302K +$31.7K +213 +12%
MWP
3008
Meridian Wealth Partners
Pennsylvania
$302K -$59.4K -399 -16%
FWP
3009
Falcon Wealth Planning
California
$302K -$9.23K -62 -3%
PHAM
3010
Palisades Hudson Asset Management
Florida
$301K -$2.68K -18 -0.9%
SC
3011
Slow Capital
California
$301K +$6.1K +41 +2%
PIMG
3012
Patriot Investment Management Group
Tennessee
$300K – – –
GWA
3013
Gratus Wealth Advisors
Virginia
$300K – – –
WH
3014
Willner & Heller
California
$299K -$2.23K -15 -0.7%
MLA
3015
MB, Levis & Associates
Pennsylvania
$299K +$1.49K +10 +0.5%
PRI
3016
Prepared Retirement Institute
Pennsylvania
$299K -$26K -175 -8%
FCFC
3017
First Citizens Financial Corp
Iowa
$299K -$1.49K -10 -0.5%
IWA
3018
IVC Wealth Advisors
Pennsylvania
$298K -$1.94K -13 -0.6%
WIA
3019
Wetzel Investment Advisors
Indiana
$298K +$149 +1 +0%
AWA
3020
Acorn Wealth Advisors
Michigan
$298K +$5.8K +39 +2%
GA
3021
Goldstein Advisors
Wisconsin
$297K -$5.06K -34 -2%
WPW
3022
Watershed Private Wealth
Illinois
$297K -$149 -1 -0%
KWM
3023
KFG Wealth Management
Indiana
$297K +$30.2K +203 +11%
MCC
3024
Maiden Cove Capital
Maine
$296K +$299K +2,011 New
CMTU
3025
Capital Markets Trading (UK)
United Kingdom
$296K +$299K +2,012 New
119 120
121
122 123