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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1101
Madison Wealth Partners
Wisconsin
$142K -$1.56K -153 -1%
MFS
1102
Miller Financial Services
Michigan
$141K +$224 +22 +0.2%
WIM
1103
Westside Investment Management
California
$141K +$7.02K +689 +6%
HAS
1104
HBW Advisory Services
California
$141K +$2.69K +264 +2%
GC
1105
Guidance Capital
Kentucky
$141K -$4.02K -395 -3%
PWM
1106
Partners Wealth Management
California
$140K +$2.06K +202 +1%
ALC
1107
Alexander Labrunerie & Co
Missouri
$140K -$2.59K -254 -2%
FWM
1108
Focused Wealth Management
New York
$140K +$6.5K +638 +5%
GC
1109
Grimes & Company
Massachusetts
$139K +$131K +12,846 New
NCM
1110
NCM Capital Management
New Jersey
$139K +$16.1K +1,583 +14%
NI
1111
NCP Inc
California
$139K -$45.5K -4,466 -26%
AG
1112
AmeriFlex Group
Nevada
$139K -$59K -5,794 -31%
CPA
1113
Court Place Advisors
Maryland
$139K +$31 +3 +0%
SMC
1114
Smith, Moore & Co
Missouri
$139K -$784 -77 -0.6%
PWG
1115
Portside Wealth Group
Utah
$138K -$12K -1,175 -8%
KMWM
1116
Keudell/Morrison Wealth Management
Oregon
$138K -$21.4K -2,100 -14%
JWM
1117
JGP Wealth Management
Oregon
$138K +$129K +12,687 New
BAM
1118
Brave Asset Management
New Jersey
$137K +$129K +12,649 New
MCA
1119
Millennium Capital Advisors
Arkansas
$137K +$988 +97 +0.8%
SAM
1120
Silvercrest Asset Management
New York
$137K – – –
NAS
1121
Nicolet Advisory Services
Wisconsin
$137K -$33K -3,237 -20%
CIAS
1122
Capital Investment Advisory Services
North Carolina
$137K +$183 +18 +0.1%
LWM
1123
Lyell Wealth Management
California
$137K – – –
GT
1124
Glenview Trust
Kentucky
$137K +$4.05K +398 +3%
PPW
1125
Parcion Private Wealth
Washington
$136K +$9.36K +919 +8%
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45
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