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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1901
Meristem Family Wealth
Minnesota
$684K +$310K +5,276 +76%
APW
1902
Aurora Private Wealth
New Jersey
$683K +$47.6K +811 +7%
PS
1903
Planned Solutions
California
$682K +$215K +3,668 +43%
AIM
1904
Allen Investment Management
New York
$681K – – –
DA
1905
Detalus Advisors
Missouri
$675K +$75.1K +1,280 +12%
FPCP
1906
Fort Point Capital Partners
California
$669K – – –
MA
1907
MCF Advisors
Kentucky
$669K +$151K +2,577 +28%
CYG
1908
Clean Yield Group
Vermont
$667K – – –
DC
1909
DeDora Capital
California
$666K -$1.7K -29 -0.2%
LWP
1910
Legacy Wealth Planning
Nevada
$665K +$7.1K +121 +1%
HCMT
1911
Highland Capital Management (Tennessee)
Tennessee
$664K -$37.6K -640 -5%
BW
1912
Bison Wealth
Georgia
$664K -$29.9K -510 -4%
IWA
1913
IVC Wealth Advisors
Pennsylvania
$663K -$2.76K -47 -0.4%
GAG
1914
GM Advisory Group
New York
$663K – – –
SB
1915
Strategic Blueprint
Georgia
$663K +$282K +4,813 +69%
AIFAIM
1916
American Institute for Advanced Investment Management
Arizona
$662K – – –
TWM
1917
Titus Wealth Management
California
$662K +$10K +171 +1%
ACA
1918
Aptus Capital Advisors
Alabama
$662K +$21.2K +362 +3%
VCM
1919
Vivaldi Capital Management
Illinois
$661K -$99.1K -1,689 -12%
TW
1920
TrinityPoint Wealth
Connecticut
$661K +$44.1K +752 +7%
MWC
1921
MBM Wealth Consultants
Missouri
$661K +$49.8K +849 +8%
BCP
1922
Blue Chip Partners
Michigan
$658K +$2.11K +36 +0.3%
RPWA
1923
Regent Peak Wealth Advisors
Georgia
$656K -$15K -256 -2%
GC
1924
Gilbert & Cook
Iowa
$655K +$16.6K +282 +2%
CAM
1925
Congress Asset Management
Massachusetts
$654K -$72.3K -1,231 -10%
75 76
77
78 79