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Name Holding Trade Value Shares
Change 		Change in
Stake
TT
2151
TI-Trust
Illinois
$578K – – –
OWP
2152
ORG Wealth Partners
Texas
$576K +$39.9K +579 +7%
FA
2153
Fagan Associates
New York
$575K -$1.79K -26 -0.3%
LEA
2154
Legacy Edge Advisors
New York
$575K +$10.6K +154 +2%
JWM
2155
Jeppson Wealth Management
California
$574K -$12K -175 -2%
BCPWM
2156
Bradley & Co Private Wealth Management
Florida
$573K -$14.7K -213 -2%
DWMS
2157
Dominguez Wealth Management Solutions
Virginia
$572K +$6.13K +89 +1%
WIA
2158
Westbourne Investment Advisors
Maryland
$571K – – –
RFP
2159
Root Financial Partners
California
$569K +$60.8K +883 +11%
BIAS
2160
Beacon Investment Advisory Services
New Jersey
$569K -$200K -2,911 -25%
KFA
2161
Kelleher Financial Advisors
New York
$569K +$17.3K +252 +3%
NFG
2162
Nadler Financial Group
Illinois
$568K -$11.6K -168 -2%
IPW
2163
Inlet Private Wealth
Florida
$567K +$48K +697 +9%
CS
2164
Capital Square
Tennessee
$566K -$36.1K -524 -6%
CIA
2165
Cladis Investment Advisory
Montana
$565K -$75.6K -1,098 -11%
WPP
2166
Whalerock Point Partners
Rhode Island
$564K -$55.1K -800 -9%
FGA
2167
Fortis Group Advisors
New Jersey
$563K -$18.5K -269 -3%
VBA
2168
von Borstel & Associates
Oregon
$563K +$550K +7,989 New
PMA
2169
Prudent Man Advisors
Illinois
$563K -$385K -5,589 -43%
AFM
2170
Armstrong Fleming & Moore
District of Columbia
$561K – – –
MWM
2171
MOKAN Wealth Management
Kansas
$560K +$5.92K +86 +1%
IFS
2172
Ifrah Financial Services
Arkansas
$560K -$1.58K -23 -0.3%
WMWM
2173
Wilkins Miller Wealth Management
Alabama
$560K -$20.1K -292 -3%
IAS
2174
IMA Advisory Services
Colorado
$559K +$17.8K +258 +3%
YIM
2175
Yoffe Investment Management
Pennsylvania
$559K +$69 +1 +0%
85 86
87
88 89