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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1901
Chapin Davis
Maryland
$822K -$691K -2,207 -50%
KCFA
1902
Key Client Fiduciary Advisors
New Jersey
$821K -$22.5K -72 -3%
MSWMA
1903
Market Street Wealth Management Advisors
Indiana
$819K +$31K +99 +5%
WP
1904
WealthPLAN Partners
Nebraska
$818K +$52.9K +169 +8%
ONSWM
1905
Old North State Wealth Management
North Carolina
$818K +$29.7K +95 +5%
SRC
1906
Sage Rhino Capital
California
$817K +$11.3K +36 +2%
MHR
1907
Matthew Hamilton Rosenberg
$815K -$15.3K -49 -2%
BI
1908
BlueSpruce Investments
Illinois
$815K +$683K +2,180 New
WG
1909
WMS Group
Louisiana
$814K +$682K +2,179 New
CWP
1910
Core Wealth Partners
California
$814K +$34.4K +110 +5%
CMP
1911
Courage Miller Partners
Virginia
$813K – – –
GWS
1912
Greykasell Wealth Strategies
California
$813K +$42.9K +137 +7%
AW
1913
Atlas Wealth
Ohio
$812K +$6.26K +20 +0.9%
GAM
1914
Grandview Asset Management
Pennsylvania
$811K +$132K +423 +24%
BFF
1915
Byrne Financial Freedom
Massachusetts
$810K +$40.7K +130 +6%
NIA
1916
NBZ Investment Advisors
Tennessee
$810K +$679K +2,168 New
KA
1917
Kintegral Advisory
New York
$810K – – –
WFA
1918
Wellspring Financial Advisors
Ohio
$810K -$87.7K -280 -11%
PF
1919
Prota Financial
Texas
$809K +$50.4K +161 +8%
SLT
1920
St Louis Trust
Missouri
$807K – – –
HFM
1921
Hartford Financial Management
Connecticut
$806K – – –
AA
1922
Alesco Advisors
New York
$806K +$23.2K +74 +4%
CWA
1923
CJM Wealth Advisers
Virginia
$805K +$3.44K +11 +0.5%
NICM
1924
Neo Ivy Capital Management
New York
$805K +$674K +2,154 New
PSB
1925
Piscataqua Savings Bank
New Hampshire
$804K -$189K -603 -22%
75 76
77
78 79