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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2251
TriaGen Wealth Management
California
$327K +$249 +4 +0.1%
LFG
2252
Larson Financial Group
Missouri
$327K +$296K +4,770 +444%
DDPIC
2253
Deroy & Devereaux Private Investment Counsel
Michigan
$326K -$1.24K -20 -0.3%
WCM
2254
WealthBridge Capital Management
Ohio
$326K – – –
MFS
2255
Mirabella Financial Services
United Kingdom
$326K +$358K +5,755 New
WMA
2256
West Michigan Advisors
Michigan
$325K -$4.54K -73 -1%
PTP
2257
Platform Technology Partners
New York
$325K +$8.14K +131 +2%
MGI
2258
MayTech Global Investments
New York
$324K – – –
FWM
2259
ForthRight Wealth Management
Georgia
$322K +$60K +965 +20%
CCM
2260
Crew Capital Management
Ohio
$321K +$3.23K +52 +0.9%
RCG
2261
Rock Creek Group
District of Columbia
$321K +$27.4K +441 +8%
CYG
2262
Clean Yield Group
Vermont
$320K -$8.7K -140 -2%
BCM
2263
Becker Capital Management
Oregon
$320K – – –
NCM
2264
Noesis Capital Mangement
Florida
$319K -$12.9K -208 -4%
RWM
2265
RKL Wealth Management
Pennsylvania
$319K -$1.99K -32 -0.6%
HWM
2266
Horizon Wealth Management
Illinois
$318K -$39.2K -631 -10%
ACM
2267
Adalta Capital Management
New York
$318K – – –
LB
2268
Legacy Bridge
Iowa
$318K – – –
AWA
2269
Amplius Wealth Advisors
Pennsylvania
$318K +$4.72K +76 +1%
CNAM
2270
Campbell Newman Asset Management
Wisconsin
$317K – – –
LIG
2271
Lokken Investment Group
Delaware
$317K +$4.04K +65 +1%
C
2272
Certuity
Florida
$316K +$113K +1,821 +48%
SFA
2273
Souders Financial Advisors
Ohio
$314K -$41.6K -670 -11%
FMP
2274
Financial Management Professionals
Texas
$314K +$6.15K +99 +2%
LP
2275
LGL Partners
Pennsylvania
$314K +$349K +5,612 New
89 90
91
92 93