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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2076
MBL Wealth
North Carolina
$1.08M +$300K +523 +38%
EFA
2077
Edge Financial Advisors
Illinois
$1.07M -$8.61K -15 -2%
WF
2078
WinCap Financial
Massachusetts
$1.07M -$11.5K -20 -1%
SFP
2079
Sandbox Financial Partners
Maryland
$1.07M -$177K -309 -14%
DE
2080
Diversified Enterprises
Delaware
$1.07M +$16.1K +28 +2%
CPA
2081
Capital Planning Advisors
California
$1.07M -$188K -328 -15%
LC
2082
LCNB Corp
Ohio
$1.07M -$30.4K -53 -3%
SL
2083
Salomon & Ludwin
Virginia
$1.07M +$106K +184 +11%
AIM
2084
Acropolis Investment Management
Missouri
$1.07M -$629K -1,096 -37%
NWAG
2085
Net Worth Advisory Group
Utah
$1.07M -$40.8K -71 -4%
NFC
2086
Northstar Financial Companies
Pennsylvania
$1.07M -$4.02K -7 -0.4%
FFA
2087
Fragasso Financial Advisors
Pennsylvania
$1.07M +$30.4K +53 +3%
CCM
2088
Canal Capital Management
Virginia
$1.07M -$121K -210 -10%
SMG
2089
Smart Money Group
Texas
$1.07M +$56.3K +98 +6%
TIA
2090
Traphagen Investment Advisors
New Jersey
$1.07M -$12.6K -22 -1%
FFWA
2091
FRG Family Wealth Advisors
Washington
$1.06M -$144K -250 -12%
CC
2092
Cadinha & Co
Hawaii
$1.06M – – –
FCM
2093
Family Capital Management
Michigan
$1.06M +$129K +224 +14%
MAM
2094
McLean Asset Management
Virginia
$1.06M -$32.2K -56 -3%
AWM
2095
Absher Wealth Management
North Carolina
$1.06M -$83.8K -146 -7%
IC
2096
Inscription Capital
Texas
$1.05M +$188K +327 +21%
RF
2097
Rossby Financial
Florida
$1.05M -$25.8K -45 -2%
ML
2098
McAdam LLC
Pennsylvania
$1.05M +$144K +250 +16%
WRPWM
2099
Werba Rubin Papier Wealth Management
California
$1.05M +$30.4K +53 +3%
MSA
2100
Marino Stram & Associates
Massachusetts
$1.05M +$574 +1 +0.1%
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84
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