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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2301
Acima Private Wealth
Virginia
$669K – – –
SAM
2302
Secure Asset Management
Michigan
$669K +$14.5K +49 +2%
SAF
2303
Smith Anglin Financial
Texas
$668K -$40.7K -138 -5%
MCM
2304
Mendel Capital Management
Arkansas
$668K -$20.1K -68 -3%
MCM
2305
McRae Capital Management
New Jersey
$668K +$18.3K +62 +3%
CMI
2306
Clare Market Investments
Texas
$666K -$25.1K -85 -3%
BFWA
2307
Benchmark Financial Wealth Advisors
Florida
$666K -$36K -122 -5%
WDL
2308
Well Done LLC
Michigan
$666K +$2.36K +8 +0.3%
SFG
2309
SevenBridge Financial Group
Pennsylvania
$665K +$123K +416 +21%
IA
2310
IFG Advisors
Missouri
$664K +$1.77K +6 +0.2%
TWI
2311
Thomas White International
Illinois
$663K – – –
MLFP
2312
MPS Loria Financial Planners
Illinois
$663K +$2.07K +7 +0.3%
BA
2313
Bridgewater Advisors
New York
$662K -$28K -95 -4%
GCA
2314
Gradient Capital Advisors
California
$662K +$9.45K +32 +1%
FIM
2315
Fernwood Investment Management
Massachusetts
$661K -$48.7K -165 -6%
FAN
2316
Financial Advisors Network
California
$661K +$274K +929 +63%
PG
2317
Prostatis Group
Maryland
$660K -$773K -2,618 -52%
DSAM
2318
Dock Street Asset Management
Florida
$660K – – –
KAM
2319
Knightsbridge Asset Management
California
$660K +$360K +1,221 +103%
RCG
2320
Regatta Capital Group
California
$659K -$161K -547 -19%
TFP
2321
Tilia Fiduciary Partners
North Carolina
$658K +$34K +115 +5%
EFG
2322
Everhart Financial Group
Ohio
$658K +$100K +339 +16%
SPP
2323
Single Point Partners
Massachusetts
$657K +$180K +608 +34%
MA
2324
MBA Advisors
Pennsylvania
$656K – – –
TI
2325
Truepoint Inc
Ohio
$655K +$103K +350 +17%
91 92
93
94 95