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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1151
Advisor OS
Illinois
$194K +$9.97K +739 +6%
ICMM
1152
Integrated Capital Management (Michigan)
Michigan
$194K +$188K +13,936 New
SSG
1153
Summit Securities Group
New York
$193K +$106K +7,872 +130%
KCFA
1154
Key Client Fiduciary Advisors
New Jersey
$192K -$11.3K -839 -6%
SFCL
1155
Strengthening Families & Communities LLC
Massachusetts
$192K +$148 +11 +0.1%
BBES
1156
Buffalo Business & Estate Services
New York
$191K -$185K -13,715 Closed
HAS
1157
HBW Advisory Services
California
$191K -$850 -63 -0.5%
MWC
1158
MKD Wealth Coaches
Michigan
$190K – – –
ACM
1159
Alessandra Capital Management
California
$190K +$185K +13,683 New
IF
1160
Intrua Financial
Texas
$190K +$18.9K +1,398 +11%
WF
1161
Wayfinding Financial
Washington
$189K +$10.2K +754 +6%
BW
1162
Blalock Williams
Alabama
$189K +$183K +13,590 New
PP
1163
PFS Partners
New Jersey
$188K -$8.7K -645 -5%
PPW
1164
Parcion Private Wealth
Washington
$188K +$36.5K +2,704 +25%
WMA
1165
Wealth Management Associates
New Jersey
$187K -$19.9K -1,476 -10%
RA
1166
Range Advisory
Virginia
$187K -$6.79K -503 -4%
MHB
1167
Midwest Heritage Bank
Iowa
$186K +$1.65K +122 +0.9%
WCM
1168
Winebrenner Capital Management
Kentucky
$186K -$4.09K -303 -2%
SFC
1169
Summit Financial Consulting
Michigan
$186K +$1.19K +88 +0.7%
SFS
1170
Sharp Financial Services
Pennsylvania
$186K +$27 +2 +0%
AIM
1171
Axiom Investment Management
New York
$186K -$2.7K -200 -1%
EW
1172
Elyxium Wealth
California
$186K +$181K +13,386 New
KJWM
1173
Kiley Juergens Wealth Management
Washington
$186K +$148 +11 +0.1%
MCA
1174
MSH Capital Advisors
Arizona
$186K -$44.6K -3,309 -20%
PGWM
1175
Pitti Group Wealth Management
New York
$186K -$11.7K -864 -6%
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