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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1926
Rollins Financial Advisors
New York
$1.75M -$237K -646 -11%
FMN
1927
Financial Management Network
California
$1.75M -$58.6K -160 -3%
MTC
1928
Matrix Trust Company
Colorado
$1.75M -$55.3K -151 -3%
FMTC
1929
Farmers & Merchants Trust Company
California
$1.74M -$1.01M -2,759 -35%
SSW
1930
Stone Summit Wealth
Florida
$1.74M -$429K -1,170 -19%
LAM
1931
L2 Asset Management
Massachusetts
$1.74M +$111K +303 +6%
FWA
1932
FSM Wealth Advisors
Ohio
$1.74M -$244K -665 -12%
SWR
1933
Spahn Wealth & Retirement
Arizona
$1.74M – – –
CAM
1934
Cidel Asset Management
Ontario, Canada
$1.74M +$127K +348 +7%
AL
1935
Aspiriant LLC
California
$1.74M -$206K -562 -10%
RCA
1936
Resonant Capital Advisors
Wisconsin
$1.73M -$426K -1,163 -19%
LSPW
1937
Lake Street Private Wealth
Illinois
$1.73M -$4.76K -13 -0.3%
VC
1938
Veracity Capital
Georgia
$1.73M -$76.6K -209 -4%
AWM
1939
Aviso Wealth Management
Washington
$1.72M -$249K -681 -12%
BRCM
1940
Bright Rock Capital Management
Massachusetts
$1.72M – – –
CPR
1941
CSU Producer Resources
Ohio
$1.72M – – –
LIM
1942
Letson Investment Management
Georgia
$1.72M -$60.4K -165 -3%
DFCM
1943
Dark Forest Capital Management
Puerto Rico
$1.72M +$1.83M +4,993 New
TWM
1944
Trueblood Wealth Management
Ohio
$1.71M -$71.4K -195 -4%
WDC
1945
Woodward Diversified Capital
California
$1.71M +$63.7K +174 +4%
WIM
1946
Wiregrass Investment Management
Georgia
$1.71M +$1.82M +4,960 New
CFFP
1947
Center for Financial Planning
Michigan
$1.71M -$10.6K -29 -0.6%
SWA
1948
Stratos Wealth Advisors
Ohio
$1.7M -$110K -301 -6%
DWM
1949
Darwin Wealth Management
Florida
$1.7M +$9.89K +27 +0.5%
FCFC
1950
First Citizens Financial Corp
Iowa
$1.7M -$153K -419 -8%
76 77
78
79 80