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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1876
Purkiss Capital Advisors
Connecticut
$845K +$2.5K +8 +0.4%
SL
1877
Salomon & Ludwin
Virginia
$841K -$13.1K -42 -2%
JCM
1878
Jacobsen Capital Management
Utah
$839K – – –
NFG
1879
Northbridge Financial Group
Florida
$837K +$55.7K +178 +9%
WW
1880
Waterfront Wealth
Kansas
$835K – – –
WCP
1881
Wealthcare Capital Partners
Pennsylvania
$833K +$7.83K +25 +1%
CWP
1882
Curated Wealth Partners
California
$832K -$203K -647 -23%
PP
1883
PFS Partners
New Jersey
$831K – – –
EIA
1884
Eldridge Investment Advisors
New Hampshire
$830K – – –
MFC
1885
Mechanics Financial Corp
Ohio
$829K +$295K +941 +74%
NFG
1886
Nadler Financial Group
Illinois
$828K -$1.56K -5 -0.2%
RWA
1887
Rooted Wealth Advisors
Illinois
$827K +$33.8K +108 +5%
MIM
1888
Montgomery Investment Management
Maryland
$827K – – –
IIC
1889
Integrated Investment Consultants
Michigan
$826K -$19.7K -63 -3%
HWMG
1890
Hurlow Wealth Management Group
Indiana
$826K +$313 +1 +0%
PWP
1891
Ponta Wealth Partners
Florida
$824K +$257K +820 +59%
VW
1892
Vantus Wealth
Pennsylvania
$824K +$690K +2,204 New
CD
1893
Chapin Davis
Maryland
$822K -$691K -2,207 -50%
KCFA
1894
Key Client Fiduciary Advisors
New Jersey
$821K -$22.5K -72 -3%
MSWMA
1895
Market Street Wealth Management Advisors
Indiana
$819K +$31K +99 +5%
WP
1896
WealthPLAN Partners
Nebraska
$818K +$52.9K +169 +8%
ONSWM
1897
Old North State Wealth Management
North Carolina
$818K +$29.7K +95 +5%
SRC
1898
Sage Rhino Capital
California
$817K +$11.3K +36 +2%
MHR
1899
Matthew Hamilton Rosenberg
$815K -$15.3K -49 -2%
BI
1900
BlueSpruce Investments
Illinois
$815K +$683K +2,180 New
74 75
76
77 78