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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2126
Monterey Private Wealth
California
$947K -$6.11K -35 -0.7%
EFL
2127
ERn Financial LLC
Wisconsin
$943K +$414K +2,375 +83%
EWM
2128
EPG Wealth Management
Georgia
$942K -$29.8K -171 -3%
IA
2129
Inspire Advisors
Idaho
$942K +$607K +3,478 +197%
WI
2130
Wedgewood Investors
Pennsylvania
$941K +$103K +592 +13%
APG
2131
Abacus Planning Group
South Carolina
$936K -$62.6K -359 -6%
AI
2132
Accredited Investors
Minnesota
$933K -$1.05K -6 -0.1%
KIA
2133
KLR Investment Advisors
Rhode Island
$931K +$906K +5,189 New
CSI
2134
Cross Staff Investments
New York
$930K +$175 +1 +0%
TWP
2135
Total Wealth Planning
Ohio
$929K -$197K -1,128 -18%
TFS
2136
TrustCore Financial Services
Tennessee
$927K +$20.9K +120 +2%
EIP
2137
Energy Income Partners
Connecticut
$926K +$900K +5,160 New
SC
2138
Sierra Capital
Florida
$926K +$4.71K +27 +0.5%
BT
2139
Brandywine Trust
Delaware
$921K – – –
AA
2140
Auxano Advisors
Washington
$917K +$47.1K +270 +6%
BAM
2141
Brave Asset Management
New Jersey
$915K – – –
RPWA
2142
Regent Peak Wealth Advisors
Georgia
$913K +$19.9K +114 +2%
SNB
2143
Security National Bank
Nebraska
$912K -$2.97K -17 -0.3%
AIA
2144
Alera Investment Advisors
Illinois
$907K +$560K +3,207 +174%
IWM
2145
Iams Wealth Management
Nebraska
$907K +$882K +5,053 New
AC
2146
Avestar Capital
New York
$906K +$62.6K +359 +8%
GAM
2147
Gemmer Asset Management
California
$904K +$20.6K +118 +2%
PP
2148
PDS Planning
Ohio
$900K +$38K +218 +5%
HWMA
2149
Heritage Wealth Management (Arizona)
Arizona
$900K +$457K +2,616 +109%
AAI
2150
American Assets Inc
California
$897K – – –
84 85
86
87 88