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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2876
Significant Wealth Partners
Illinois
$235K +$246K +3,769 New
MWM
2877
Maripau Wealth Management
Indiana
$234K +$245K +3,757 New
WH
2878
Willner & Heller
California
$234K +$3.13K +48 +1%
AFG
2879
ABLE Financial Group
Arizona
$233K -$10.1K -154 -4%
CWM
2880
Cabot Wealth Management
Massachusetts
$233K – – –
KW
2881
Keyvantage Wealth
Pennsylvania
$233K +$244K +3,742 New
IF
2882
IRON Financial
Illinois
$233K +$1.76K +27 +0.7%
CIG
2883
Cascade Investment Group
Colorado
$233K – – –
I2I
2884
Insight 2811 Inc
Illinois
$232K +$849 +13 +0.3%
CAM
2885
Cobblestone Asset Management
Virginia
$232K – – –
UAML
2886
US Asset Management LLC
Pennsylvania
$232K -$2.81K -43 -1%
AMCA
2887
Arthur M. Cohen & Associates
Illinois
$232K – – –
CIA
2888
Cascade Investment Advisors
Oregon
$232K – – –
CFG
2889
Carr Financial Group
Massachusetts
$231K +$522 +8 +0.2%
DW
2890
Dodds Wealth
Colorado
$231K +$65 +1 +0%
NRW
2891
Nova R Wealth
Kansas
$230K +$1.63K +25 +0.7%
FFC
2892
Frederick Financial Consultants
Maryland
$230K +$241K +3,699 New
XPN
2893
XY Planning Network
Montana
$230K +$241K +3,698 New
SFC
2894
Swisher Financial Concepts
Ohio
$230K -$13.4K -206 -5%
WPC
2895
White Pine Capital
Minnesota
$229K +$326 +5 +0.1%
MWM
2896
Mascoma Wealth Management
New Hampshire
$229K -$36.7K -562 -13%
HCA
2897
Horan Capital Advisors
Ohio
$228K -$94.6K -1,450 -28%
WA
2898
WPG Advisers
Maryland
$228K +$239K +3,666 New
CA
2899
Cumberland Advisors
Florida
$228K – – –
FM
2900
Family Management
New York
$228K +$239K +3,661 New
114 115
116
117 118