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Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1876
Wingate Wealth Advisors
Massachusetts
$859K – – –
GAA
1877
Guardian Asset Advisors
Pennsylvania
$858K +$121K +388 +20%
CIM
1878
Capital Investment Management
Missouri
$856K -$22.9K -73 -3%
LWM
1879
Lakeridge Wealth Management
Ohio
$852K +$10K +32 +1%
CCA
1880
Corps Capital Advisors
Texas
$848K – – –
AFT
1881
Alpha Family Trust
California
$846K – – –
FMTC
1882
Farmers & Merchants Trust Company
California
$845K -$7.2K -23 -1%
SCA
1883
STALEY CAPITAL ADVISERS
Pennsylvania
$845K – – –
PCA
1884
Purkiss Capital Advisors
Connecticut
$845K +$2.5K +8 +0.4%
SL
1885
Salomon & Ludwin
Virginia
$841K -$13.1K -42 -2%
JCM
1886
Jacobsen Capital Management
Utah
$839K – – –
NFG
1887
Northbridge Financial Group
Florida
$837K +$55.7K +178 +9%
WW
1888
Waterfront Wealth
Kansas
$835K – – –
WCP
1889
Wealthcare Capital Partners
Pennsylvania
$833K +$7.83K +25 +1%
CWP
1890
Curated Wealth Partners
California
$832K -$203K -647 -23%
PP
1891
PFS Partners
New Jersey
$831K – – –
EIA
1892
Eldridge Investment Advisors
New Hampshire
$830K – – –
MFC
1893
Mechanics Financial Corp
Ohio
$829K +$295K +941 +74%
NFG
1894
Nadler Financial Group
Illinois
$828K -$1.56K -5 -0.2%
RWA
1895
Rooted Wealth Advisors
Illinois
$827K +$33.8K +108 +5%
MIM
1896
Montgomery Investment Management
Maryland
$827K – – –
IIC
1897
Integrated Investment Consultants
Michigan
$826K -$19.7K -63 -3%
HWMG
1898
Hurlow Wealth Management Group
Indiana
$826K +$313 +1 +0%
PWP
1899
Ponta Wealth Partners
Florida
$824K +$257K +820 +59%
VW
1900
Vantus Wealth
Pennsylvania
$824K +$690K +2,204 New
74 75
76
77 78