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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2101
WR Wealth Planners
Missouri
$1.01M +$13.2K +41 +1%
RC
2102
Reik & Co
New York
$1.01M -$351K -1,092 -25%
SSWG
2103
Seven Springs Wealth Group
Tennessee
$1M +$6.43K +20 +0.6%
CIA
2104
Cascade Investment Advisors
Oregon
$1M – – –
WP
2105
WealthPLAN Partners
Nebraska
$1M +$122K +378 +13%
CFO
2106
CVA Family Office
Colorado
$1M +$97.1K +302 +10%
BB
2107
Bell Bank
North Dakota
$1M +$96.8K +301 +10%
KA
2108
Kercheville Advisors
Texas
$1M – – –
MFG
2109
Menard Financial Group
Texas
$1M +$42.8K +133 +4%
NSB
2110
Norway Savings Bank
Maine
$1,000K -$8.04K -25 -0.7%
FDS
2111
First Dallas Securities
Texas
$993K -$2.52M -7,834 -70%
PCI
2112
Planning Center Inc
Illinois
$993K -$40.8K -127 -4%
CA
2113
Cornerstone Advisory
Maryland
$992K +$22.8K +71 +2%
MIM
2114
Miller Investment Management
Pennsylvania
$990K – – –
AFP
2115
Ausdal Financial Partners
Iowa
$989K -$91K -283 -8%
CWP
2116
Curated Wealth Partners
California
$989K -$106K -331 -9%
GHAM
2117
Gilman Hill Asset Management
Connecticut
$988K -$14.8K -46 -1%
TWM
2118
Thrive Wealth Management
Pennsylvania
$987K +$71.1K +221 +7%
PIA
2119
Pinion Investment Advisors
Kansas
$987K -$17.4K -54 -2%
AFAS
2120
Acorn Financial Advisory Services
Virginia
$987K +$126K +391 +14%
TIA
2121
Tiemann Investment Advisors
California
$985K -$14.8K -46 -1%
BOPW
2122
Brandywine Oak Private Wealth
Pennsylvania
$985K – – –
OCM
2123
Osterweis Capital Management
California
$985K – – –
MC
2124
Montag & Caldwell
Georgia
$984K – – –
HFAS
2125
Hummer Financial Advisory Services
Illinois
$982K – – –
83 84
85
86 87