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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1101
Catalyst Financial Partners
Massachusetts
$654K +$132K +379 +26%
MIM
1102
Montgomery Investment Management
Maryland
$652K +$52.1K +150 +9%
PPWP
1103
Premier Path Wealth Partners
New Jersey
$650K +$194K +560 +44%
FFA
1104
Fi3 Financial Advisors
Indiana
$648K +$89.2K +257 +17%
CAG
1105
Crestwood Advisors Group
Massachusetts
$647K +$68.4K +197 +12%
EWM
1106
Empirical Wealth Management
Washington
$644K +$106K +305 +20%
BW
1107
BIP Wealth
Georgia
$644K +$2.78K +8 +0.4%
JWM
1108
JGP Wealth Management
Oregon
$643K -$4.17K -12 -0.7%
SOAMC
1109
Spirit of America Management Corp
New York
$641K – – –
GWM
1110
Geneos Wealth Management
Colorado
$638K +$29.5K +85 +5%
WA
1111
WP Advisors
California
$638K +$3.12K +9 +0.5%
SIA
1112
Strategic Investment Advisors
Michigan
$635K +$20.8K +60 +3%
SAMT
1113
Select Asset Management & Trust
Pennsylvania
$634K – – –
CIAS
1114
Capital Investment Advisory Services
North Carolina
$634K -$40.6K -117 -6%
UFF
1115
USA Financial Formulas
Michigan
$632K +$616K +1,774 New
PTC
1116
Private Trust Company
Ohio
$630K +$58.3K +168 +10%
KFC
1117
Klingenstein Fields & Co
New York
$629K – – –
PMWMG
1118
Parr McKnight Wealth Management Group
Minnesota
$627K – – –
BAM
1119
Berkshire Asset Management
Pennsylvania
$627K +$6.59K +19 +1%
I
1120
InceptionR
California
$627K -$479K -1,381 -44%
MCCA
1121
Mill Creek Capital Advisors
Pennsylvania
$623K -$6.59K -19 -1%
AWC
1122
Abundance Wealth Counselors
Pennsylvania
$621K +$605K +1,743 New
SW
1123
Simplicity Wealth
New Jersey
$620K +$46.9K +135 +8%
SC
1124
Sapient Capital
Indiana
$620K +$602K +1,733 New
FHC
1125
First Horizon Corporation
Tennessee
$618K +$27.4K +79 +5%
43 44
45
46 47