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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
2401
My Personal CFO LLC
Washington
$697K +$727K +4,503 New
CWM
2402
Centric Wealth Management
Illinois
$696K -$9.85K -61 -1%
AF
2403
Affiance Financial
Minnesota
$695K – – –
BWA
2404
Burt Wealth Advisors
Maryland
$695K – – –
BPFA
2405
Barnes Pettey Financial Advisors
Mississippi
$695K +$725K +4,487 New
IF
2406
Ironwood Financial
Arizona
$694K – – –
MLFP
2407
MPS Loria Financial Planners
Illinois
$693K -$20.8K -129 -3%
FAFN
2408
First Affirmative Financial Network
Colorado
$693K +$47.3K +293 +7%
WFA
2409
Wellspring Financial Advisors
Ohio
$687K +$19.7K +122 +3%
MF
2410
Manchester Financial
California
$686K +$52K +322 +8%
MCC
2411
Money Concepts Capital
Florida
$683K +$712K +4,408 New
WIM
2412
Westside Investment Management
California
$683K +$150K +929 +6%
MC
2413
Mathes Company
New York
$682K -$40.4K -250 -5%
SWM
2414
Segment Wealth Management
Texas
$682K +$56.5K +350 +9%
EWA
2415
Encompass Wealth Advisors
Oregon
$682K +$202K +1,250 +40%
PIMG
2416
Patriot Investment Management Group
Tennessee
$680K -$73.2K -453 -9%
NL
2417
Navalign LLC
California
$680K +$462K +2,859 +187%
HWA
2418
HHM Wealth Advisors
Tennessee
$679K +$85.9K +532 +14%
TSWM
2419
Tyler-Stone Wealth Management
Ohio
$679K +$708K +4,381 New
CAN
2420
Claraphi Advisory Network
United States
$676K -$89.3K -553 -11%
KTA
2421
Keeley-Teton Advisors
Illinois
$676K -$9.21K -57 -1%
LCH
2422
Lee Capital Holdings
New York
$674K +$703K +4,350 New
RWP
2423
Revolve Wealth Partners
New Jersey
$672K +$701K +4,339 New
CYG
2424
Clean Yield Group
Vermont
$671K -$4.04K -25 -0.6%
1WM
2425
1900 Wealth Management
Texas
$671K +$70.6K +437 +11%
95 96
97
98 99