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Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
1851
Johnson & White Wealth Management
Pennsylvania
$745K +$81.5K +1,357 +13%
IGWM
1852
ICA Group Wealth Management
Colorado
$744K -$5.23K -87 -0.7%
CFS
1853
Commonwealth Financial Services
West Virginia
$743K – – –
RWPA
1854
Richard W. Paul & Associates
Michigan
$742K +$7.51K +125 +1%
RA
1855
Ransom Advisory
Rhode Island
$742K +$729K +12,128 New
DSC
1856
Duncker Streett & Co
Missouri
$741K +$156K +2,600 +27%
SFG
1857
Sovereign Financial Group
Connecticut
$740K +$63K +1,049 +9%
SFG
1858
SevenBridge Financial Group
Pennsylvania
$739K -$36K -600 -5%
HI
1859
Hendershot Investments
Virginia
$739K +$16K +266 +2%
NRG
1860
Nemes Rush Group
Michigan
$738K -$23.7K -395 -3%
LAM
1861
Lingohr Asset Management
Germany
$738K +$111K +1,853 +18%
AP
1862
Atwood & Palmer
Missouri
$736K – – –
GWA
1863
Gratus Wealth Advisors
Virginia
$734K +$174K +2,895 +30%
VCM
1864
Virtue Capital Management
Tennessee
$733K +$42.7K +711 +6%
KFA
1865
Kelleher Financial Advisors
New York
$733K +$165K +2,750 +30%
GWMR
1866
GC Wealth Management RIA
Massachusetts
$733K +$720K +11,984 New
FMTCOCP
1867
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$731K -$89K -1,482 -11%
SIA
1868
Sit Investment Associates
Minnesota
$731K – – –
BCM
1869
Becker Capital Management
Oregon
$731K +$372K +6,190 +109%
PIP
1870
Peachtree Investment Partners
Florida
$731K -$16.6K -276 -2%
IIM
1871
InTrack Investment Management
Vermont
$730K -$28.4K -473 -4%
PPWP
1872
Premier Path Wealth Partners
New Jersey
$729K +$10.2K +170 +1%
RIS
1873
Retirement Income Solutions
Michigan
$727K +$6.01K +100 +0.8%
LFP
1874
Lakeshore Financial Planning
Michigan
$726K -$11.3K -188 -2%
DFG
1875
Delta Financial Group
New Jersey
$726K -$30.9K -515 -4%
73 74
75
76 77