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Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
2076
Kiley Juergens Wealth Management
Washington
$857K +$1.11K +14 +0.1%
OL
2077
OneFund LLC
Florida
$856K -$8.37K -106 -1%
TCP
2078
TMB Capital Partners
Arkansas
$856K +$1.26K +16 +0.2%
MA
2079
MBA Advisors
Pennsylvania
$855K +$22.6K +286 +3%
IFWM
2080
Institute for Wealth Management
Colorado
$854K +$19.3K +244 +2%
AAS
2081
Annex Advisory Services
Wisconsin
$854K +$52.9K +670 +7%
LA
2082
LM Advisors
California
$852K +$755K +9,557 +1,039%
CWI
2083
Conscious Wealth Investments
Florida
$851K +$70.4K +891 +9%
FGWP
2084
Founders Grove Wealth Partners
Virginia
$851K +$201K +2,544 +32%
MIM
2085
Morningstar Investment Management
Illinois
$849K – – –
ECM
2086
Elgethun Capital Management
South Dakota
$849K +$26.5K +335 +3%
PCH
2087
PGIM Custom Harvest
New Jersey
$848K +$27.3K +346 +3%
CL
2088
COWA LLC
Oklahoma
$846K +$79 +1 +0%
HWMG
2089
Harbour Wealth Management Group
South Carolina
$846K +$40.9K +518 +5%
CPW
2090
Cove Private Wealth
New York
$846K +$486K +6,160 +145%
SWGC
2091
Summit Wealth Group (Colorado)
Colorado
$845K +$200K +2,538 +32%
ACM
2092
Alessandra Capital Management
California
$845K +$1.82K +23 +0.2%
ANBOT
2093
American National Bank of Texas
Texas
$845K -$23.2K -294 -3%
LFP
2094
Lakeshore Financial Planning
Michigan
$843K -$20K -253 -2%
FAM
2095
Formidable Asset Management
Ohio
$841K -$20.3K -257 -2%
HPBT
2096
Hickory Point Bank & Trust
Illinois
$841K -$7.9K -100 -1%
HP
2097
Holistic Planning
Texas
$840K +$39.6K +502 +5%
PWM
2098
Prentice Wealth Management
New York
$840K -$10.9K -138 -1%
HC
2099
Hamilton Capital
Ohio
$838K +$148K +1,869 +22%
LAIC
2100
Lederer & Associates Investment Counsel
California
$838K – – –
82 83
84
85 86