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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1101
Clifford Swan Investment Counsel
California
$133K +$1.4K +143 +1%
CLA
1102
Carnegie Lake Advisors
New Jersey
$133K – – –
SP
1103
Stonebrook Private
Michigan
$133K +$21.7K +2,219 +20%
JHCP
1104
Jackson Hole Capital Partners
Oklahoma
$133K +$1.26K +129 +1%
MWP
1105
Madison Wealth Partners
Wisconsin
$133K +$129K +13,225 New
SRA
1106
Secured Retirement Advisors
Minnesota
$133K +$129K +13,223 New
ALC
1107
Alexander Labrunerie & Co
Missouri
$132K +$3K +307 +2%
EFG
1108
Ethos Financial Group
Pennsylvania
$132K +$20.6K +2,113 +19%
FF
1109
Farrell Financial
New York
$131K +$1.91K +196 +2%
SP
1110
Stablepoint Partners
Massachusetts
$131K +$10.1K +1,033 +9%
DFG
1111
Delta Financial Group
New Jersey
$131K +$2.21K +226 +2%
AO
1112
Advisor OS
Illinois
$131K +$127K +13,053 New
BCMLT
1113
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K +$5.91K +605 +5%
MFS
1114
Miller Financial Services
Michigan
$130K +$4.13K +423 +3%
TWM
1115
Tradition Wealth Management
Minnesota
$130K +$9.11K +933 +8%
MG
1116
Mather Group
Illinois
$130K +$70.3K +7,193 +125%
ML
1117
McAdam LLC
Pennsylvania
$130K +$126K +12,931 New
FCP
1118
Fidelis Capital Partners
Florida
$130K +$21.3K +2,177 +20%
LGWM
1119
Litman Gregory Wealth Management
California
$129K – – –
SMC
1120
Smith, Moore & Co
Missouri
$129K +$26.9K +2,754 +27%
CC
1121
Corton Capital
Ontario, Canada
$129K +$125K +12,847 New
CWA
1122
Canvas Wealth Advisors
Kansas
$128K +$13.2K +1,355 +11%
FPW
1123
Fairvoy Private Wealth
Alabama
$128K -$5.32K -545 -4%
RCM
1124
Raleigh Capital Management
North Carolina
$128K -$13.4K -1,373 -10%
CPA
1125
Court Place Advisors
Maryland
$128K -$5.88K -602 -4%
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