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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
2351
Parisi Gray Wealth Management
New Jersey
$420K -$31.4K -458 -7%
NECFA
2352
New England Capital Financial Advisors
Connecticut
$419K -$5.89K -86 -1%
KIG
2353
Kessler Investment Group
Indiana
$419K -$14.7K -215 -4%
WP
2354
WealthPLAN Partners
Nebraska
$419K -$809K -11,821 -67%
JLBC
2355
J.L. Bainbridge & Co
Florida
$419K -$31.5K -460 -7%
RIA
2356
Realta Investment Advisors
Delaware
$418K -$2.26M -32,949 -85%
CYG
2357
Clean Yield Group
Vermont
$417K +$1.92K +28 +0.5%
ACG
2358
Allen Capital Group
Nebraska
$416K +$4.25K +62 +1%
MGI
2359
MayTech Global Investments
New York
$416K -$24.7K -360 -6%
HP
2360
Hyperion Partners
Pennsylvania
$416K -$1.1K -16 -0.3%
BTIM
2361
BancFirst Trust & Investment Management
Oklahoma
$415K +$1.92K +28 +0.5%
RWI
2362
Red Wave Investments
Pennsylvania
$415K +$5.89K +86 +2%
FA
2363
Fiducient Advisors
Illinois
$415K -$24K -351 -6%
LWM
2364
Lakeridge Wealth Management
Ohio
$414K +$1.3K +19 +0.3%
BA
2365
Brightwater Advisory
Florida
$414K – – –
DAM
2366
Doheny Asset Management
California
$414K – – –
GAM
2367
Gould Asset Management
California
$414K -$30.8K -450 -7%
TVAMP
2368
Tennessee Valley Asset Management Partners
Tennessee
$414K +$71.8K +1,049 +22%
JGUA
2369
John G. Ullman & Associates
New York
$412K +$3.42K +50 +0.9%
GTAM
2370
Global Trust Asset Management
Florida
$412K +$6.85K +100 +2%
W
2371
Wealthquest
Ohio
$412K +$393K +5,740 New
CFO
2372
Callan Family Office
Pennsylvania
$411K +$66K +964 +20%
1WM
2373
1900 Wealth Management
Texas
$410K – – –
HP
2374
Holistic Planning
Texas
$410K +$33.1K +483 +9%
JCM
2375
Jacobsen Capital Management
Utah
$409K +$20.7K +303 +6%
93 94
95
96 97