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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
2226
First National Bank of South Miami
Florida
$948K +$145K +787 +18%
SEEDPG
2227
S.E.E.D. Planning Group
New York
$947K +$946K +5,132 New
FPFS
2228
First Personal Financial Services
North Carolina
$946K -$19.5K -106 -2%
EDRIA
2229
Edmonds Duncan Registered Investment Advisors
Kansas
$944K – – –
RIG
2230
Renaissance Investment Group
Massachusetts
$943K -$89.8K -487 -9%
GIP
2231
Greatmark Investment Partners
Georgia
$940K – – –
EWM
2232
Elmwood Wealth Management
California
$940K +$940K +5,097 New
TIA
2233
Tiemann Investment Advisors
California
$938K -$19.4K -105 -2%
GFS
2234
GYL Financial Synergies
Connecticut
$938K +$5.16K +28 +0.6%
PP
2235
PDS Planning
Ohio
$938K +$89.4K +485 +11%
SRSA
2236
S.R. Schill & Associates
Washington
$937K -$352K -1,909 -27%
1W
2237
1776 Wealth
Georgia
$931K -$13.3K -72 -1%
EIP
2238
Ellis Investment Partners
Pennsylvania
$931K – – –
IA
2239
Insight Advisors
Pennsylvania
$930K +$148K +801 +19%
SIA
2240
SkyView Investment Advisors
New Jersey
$928K +$374K +2,030 +68%
FFG
2241
Fortem Financial Group
California
$927K -$63.3K -343 -6%
MAG
2242
MRA Advisory Group
New Jersey
$927K -$38.5K -209 -4%
CCP
2243
Cardan Capital Partners
Colorado
$925K +$44.3K +240 +5%
MAM
2244
McLean Asset Management
Virginia
$923K +$13.1K +71 +1%
NFSG
2245
Newbridge Financial Services Group
Florida
$922K +$38.9K +211 +4%
CBFP
2246
Cedar Brook Financial Partners
Ohio
$920K -$8.67K -47 -0.9%
KA
2247
Klingman & Associates
New York
$920K +$41.3K +224 +5%
OWA
2248
Opal Wealth Advisors
New York
$919K +$316K +1,712 +52%
BWM
2249
Bulltick Wealth Management
Florida
$919K -$90.5K -491 -9%
RPWA
2250
Regent Peak Wealth Advisors
Georgia
$917K +$119K +643 +15%
88 89
90
91 92