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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
2101
MBB Public Markets
Illinois
$811K +$770K +1,685 New
RPWA
2102
Regent Peak Wealth Advisors
Georgia
$811K -$68.1K -149 -8%
CT
2103
Cambridge Trust
Massachusetts
$810K -$24.2K -53 -3%
CFSG
2104
Clark Financial Services Group
Missouri
$810K +$3.66K +8 +0.5%
FMC
2105
First Merchants Corp
Indiana
$810K +$768K +1,681 New
FTIS
2106
First Trust Investment Solutions
Florida
$806K +$268K +587 +54%
APWM
2107
Argonautica Private Wealth Management
Massachusetts
$806K +$765K +1,673 New
TAM
2108
Taurus Asset Management
New York
$805K – – –
MIC
2109
Means Investment Company
Maine
$803K +$23.8K +52 +3%
OWM
2110
OneAscent Wealth Management
Alabama
$802K -$66.3K -145 -8%
WAM
2111
Werlinich Asset Management
Connecticut
$802K – – –
KWM
2112
Kolinsky Wealth Management
New Jersey
$801K +$60.8K +133 +9%
GFS
2113
GYL Financial Synergies
Connecticut
$798K -$18.7K -41 -2%
ACM
2114
Advance Capital Management
Michigan
$795K +$83.2K +182 +12%
TIM
2115
Tevis Investment Management
Texas
$795K -$2.74K -6 -0.4%
MWAM
2116
Manhattan West Asset Management
California
$795K +$1.83K +4 +0.2%
FFAM
2117
Forge First Asset Management
Canada
$794K – – –
AT
2118
Arlington Trust
Alabama
$793K -$23.8K -52 -3%
GWM
2119
GSB Wealth Management
Connecticut
$790K -$18.3K -40 -2%
BIM
2120
Baldwin Investment Management
Pennsylvania
$789K -$61.7K -135 -8%
HPM
2121
Hoxton Planning & Management
West Virginia
$788K +$10.1K +22 +1%
CWA
2122
Clarity Wealth Advisors
California
$787K -$914 -2 -0.1%
SIMG
2123
Sonora Investment Management Group
Arizona
$787K -$9.6K -21 -1%
LT
2124
Legacy Trust
Michigan
$785K +$20.1K +44 +3%
WKSWA
2125
White Knight Strategic Wealth Advisors
New Jersey
$784K -$22.9K -50 -3%
83 84
85
86 87