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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1901
Wealth Quarterback
New Jersey
$1.29M +$104K +698 +9%
HP
1902
Holistic Planning
Texas
$1.29M +$259K +1,742 +25%
AC
1903
Apella Capital
Connecticut
$1.29M +$79.2K +532 +7%
KA
1904
Kozak & Associates
Colorado
$1.29M +$11.2K +75 +0.9%
PFGIA
1905
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$322K -2,163 -20%
CCM
1906
Canal Capital Management
Virginia
$1.29M -$13.5K -91 -1%
AA
1907
Argent Advisors
Louisiana
$1.29M -$2.08K -14 -0.2%
PP
1908
PDS Planning
Ohio
$1.29M -$21.4K -144 -2%
SAM
1909
Sawgrass Asset Management
Florida
$1.29M -$22K -148 -2%
PWCM
1910
Processus Wealth & Capital Management
Tennessee
$1.29M -$30.7K -206 -2%
WA
1911
WBH Advisory
Maryland
$1.28M -$83.7K -562 -6%
AEPWM
1912
Atlantic Edge Private Wealth Management
Florida
$1.28M +$2.83K +19 +0.2%
LB
1913
Legacy Bridge
Iowa
$1.28M – – –
WTFG
1914
Wells Trecaso Financial Group
Ohio
$1.27M -$12.1K -81 -0.9%
BRM
1915
Boston Research & Management
Massachusetts
$1.27M – – –
SWP
1916
Strategic Wealth Partners
Ohio
$1.27M -$16.1K -108 -1%
CWP
1917
Core Wealth Partners
California
$1.27M +$166K +1,112 +15%
TCCM
1918
Timber Creek Capital Management
Massachusetts
$1.26M – – –
PCMK
1919
Paragon Capital Management (Kansas)
Kansas
$1.26M +$18K +121 +1%
VIG
1920
Vienna Insurance Group
Poland
$1.26M +$70.8K +476 +6%
PGF
1921
Plan Group Financial
Oklahoma
$1.26M +$260K +1,747 +26%
BFC
1922
Bedel Financial Consulting
Indiana
$1.25M +$27.5K +185 +2%
MAA
1923
Mraz Amerine & Associates
California
$1.25M -$23.1K -155 -2%
AIM
1924
Aigen Investment Management
New York
$1.25M +$1.26M +8,484 New
CFO
1925
CVA Family Office
Colorado
$1.25M -$59.4K -399 -4%
75 76
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