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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2176
Magnolia Capital Advisors
Mississippi
$748K -$6.95K -88 -0.9%
IPW
2177
Inlet Private Wealth
Florida
$745K +$7.9K +100 +1%
SPWM
2178
Spartan Planning & Wealth Management
North Carolina
$743K -$66.5K -842 -8%
BWM
2179
Base Wealth Management
Florida
$743K +$33.1K +419 +5%
BWP
2180
Burling Wealth Partners
Illinois
$742K +$13.1K +166 +2%
IRC
2181
Investors Research Corp
Georgia
$740K -$60.6K -767 -8%
JE
2182
JMAC Enterprises
Pennsylvania
$740K -$403K -5,100 -36%
APW
2183
Acima Private Wealth
Virginia
$737K – – –
FPL
2184
Fortress Private Ledger
North Carolina
$736K +$20.8K +263 +3%
IPW
2185
Impact Partnership Wealth
Georgia
$735K +$85.9K +1,088 +14%
ZIG
2186
Zullo Investment Group
Pennsylvania
$735K -$6.08K -77 -0.8%
LWM
2187
Liberty Wealth Management
California
$729K – – –
HCM
2188
Hodges Capital Management
Texas
$728K -$23.6K -299 -3%
SC
2189
Searle & Co
Connecticut
$727K +$14.5K +183 +2%
LSA
2190
L & S Advisors
California
$727K – – –
JAG
2191
Journey Advisory Group
Kentucky
$727K -$11.9K -151 -2%
KFA
2192
Kelleher Financial Advisors
New York
$725K +$46.8K +593 +7%
KWM
2193
Keebeck Wealth Management
Illinois
$725K +$63.4K +803 +10%
NF
2194
Nvest Financial
New Hampshire
$724K -$28.7K -364 -4%
CCM
2195
Cullen Capital Management
New York
$722K – – –
JWM
2196
Jeppson Wealth Management
California
$721K -$5.92K -75 -0.8%
ECM
2197
Estabrook Capital Management
New York
$720K – – –
WFP
2198
Worthington Financial Partners
Ohio
$719K +$164K +2,078 +31%
HFM
2199
Hartford Financial Management
Connecticut
$719K – – –
DM
2200
Diversified Management
Wisconsin
$718K -$786K -9,955 -53%
86 87
88
89 90