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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2101
Independent Solutions Wealth Management
New York
$917K +$37.5K +127 +4%
PPWP
2102
Proquility Private Wealth Partners
Nevada
$916K -$540K -1,829 -36%
CA
2103
Cornerstone Advisory
Maryland
$914K +$231K +783 +31%
LSA
2104
Lansing Street Advisors
Pennsylvania
$913K +$5.9K +20 +0.6%
SIMM
2105
Stillwater Investment Management (Minnesota)
Minnesota
$913K +$6.49K +22 +0.7%
KIG
2106
Kowal Investment Group
Wisconsin
$911K -$40.1K -136 -4%
D
2107
Diversified
Delaware
$911K +$23.6K +80 +2%
PPG
2108
Peak Planning Group
Colorado
$909K -$30.7K -104 -3%
GAM
2109
Gould Asset Management
California
$909K +$5.9K +20 +0.6%
PPP
2110
Private Portfolio Partners
New Jersey
$908K +$58.4K +198 +6%
MTC
2111
Matrix Trust Company
Colorado
$908K +$232K +787 +31%
PAM
2112
Paradigm Asset Management
New York
$908K -$59K -200 -6%
VHAM
2113
Van Hulzen Asset Management
California
$905K -$2.29M -7,761 -70%
MWM
2114
Maltin Wealth Management
New Jersey
$905K -$39K -132 -4%
SPI
2115
Santori & Peters Inc
Pennsylvania
$905K +$590 +2 +0.1%
MIM
2116
Miller Investment Management
Pennsylvania
$904K – – –
AWM
2117
Aprio Wealth Management
Georgia
$903K -$44.9K -152 -4%
MC
2118
Montag & Caldwell
Georgia
$903K -$5.9K -20 -0.6%
SLT
2119
St Louis Trust
Missouri
$902K +$692K +2,345 +223%
AFA
2120
Abacus FCF Advisors
Florida
$900K -$70.3K -238 -7%
OFG
2121
Oxford Financial Group
Indiana
$899K -$59.3K -201 -6%
CIA
2122
Caerus Investment Advisors
Texas
$898K -$679K -2,300 -41%
FAG
2123
Fortitude Advisory Group
Washington
$898K +$104K +351 +12%
HFAS
2124
Hummer Financial Advisory Services
Illinois
$897K – – –
MCM
2125
Morton Capital Management
California
$896K – – –
83 84
85
86 87