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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1851
Financial Council
Maryland
$475K – – –
RAS
1852
RPS Advisory Solutions
Kentucky
$474K +$2.41K +11 +0.6%
MHC
1853
May Hill Capital
Massachusetts
$472K +$12.1K +55 +3%
CL
1854
COWA LLC
Oklahoma
$471K +$33.6K +153 +9%
FOFP
1855
Fee-Only Financial Planning
South Carolina
$471K – – –
LIA
1856
LS Investment Advisors
Michigan
$469K – – –
NWM
1857
Northwest Wealth Management
Iowa
$469K +$8.34K +38 +2%
SHGA
1858
Sand Hill Global Advisors
California
$468K -$5.71K -26 -1%
PG
1859
Patten Group
Tennessee
$466K +$34.5K +157 +9%
4WM
1860
4J Wealth Management
Virginia
$466K – – –
BWP
1861
BlueStem Wealth Partners
Minnesota
$465K +$16.7K +76 +4%
ACS
1862
Archford Capital Strategies
Illinois
$465K +$397K +1,808 New
CPCM
1863
Cardinal Point Capital Management
Ontario, Canada
$464K +$52.4K +239 +15%
CWP
1864
Curated Wealth Partners
California
$463K +$1.98K +9 +0.5%
WA
1865
Wealth Architects
California
$462K -$1.32K -6 -0.3%
MWM
1866
Moran Wealth Management
Florida
$460K +$62.5K +285 +19%
SP
1867
Stonebrook Private
Michigan
$460K +$12.9K +59 +3%
ECM
1868
Eisler Capital Management
United Kingdom
$460K -$4.23M -19,279 -92%
PCFFS
1869
Pacific Center for Financial Services
California
$459K +$439 +2 +0.1%
IFPG
1870
Intrepid Financial Planning Group
Indiana
$458K – – –
TA
1871
Townsend & Associates
Colorado
$458K +$41K +187 +12%
RCP
1872
Rothschild Capital Partners
New York
$458K – – –
MWA
1873
Medallion Wealth Advisors
Connecticut
$458K -$1.1K -5 -0.3%
EDRH
1874
Edmond de Rothschild Holding
Switzerland
$458K – – –
VFP
1875
Verus Financial Partners
Virginia
$457K +$5.92K +27 +2%
73 74
75
76 77