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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2101
Stiles Financial Services
Minnesota
$1.15M -$26.8K -48 -2%
CPA
2102
Capital Performance Advisors
California
$1.15M +$195K +349 +21%
MSA
2103
Marino Stram & Associates
Massachusetts
$1.14M +$85.5K +153 +8%
CWA
2104
Crusonia Wealth Advisors
Colorado
$1.14M +$1.11M +1,993 New
IWAO
2105
Independence Wealth Advisors (Ohio)
Ohio
$1.14M +$1.11M +1,990 New
FWI
2106
Facet Wealth Inc
Maryland
$1.13M +$388K +694 +47%
WRPWM
2107
Werba Rubin Papier Wealth Management
California
$1.13M +$73.8K +132 +7%
FWM
2108
FFT Wealth Management
Pennsylvania
$1.13M -$35.2K -63 -3%
CFGW
2109
Chancellor Financial Group WB
Pennsylvania
$1.13M +$1.12K +2 +0.1%
LOWM
2110
Laurel Oak Wealth Management
New Jersey
$1.13M +$1.1M +1,974 New
BB
2111
Berkshire Bank
Massachusetts
$1.13M -$5.59K -10 -0.5%
1CP
2112
17 Capital Partners
Arizona
$1.13M +$4.47K +8 +0.4%
SRC
2113
Shufro Rose & Co
New York
$1.12M -$38.6K -69 -3%
WF
2114
Womack Financial
Texas
$1.12M – – –
SAM
2115
Steinberg Asset Management
New York
$1.12M – – –
MCM
2116
Monument Capital Management
Virginia
$1.12M +$7.27K +13 +0.7%
PWM
2117
Pines Wealth Management
North Carolina
$1.12M -$34.1K -61 -3%
BMCM
2118
Burns Matteson Capital Management
New York
$1.12M -$47.5K -85 -4%
CCA
2119
Catalyst Capital Advisors
New York
$1.12M -$60.4K -108 -5%
SL
2120
Salomon & Ludwin
Virginia
$1.12M +$71.6K +128 +7%
SB
2121
Sunflower Bank
Texas
$1.12M +$75.5K +135 +7%
VBCG
2122
Valley Brook Capital Group
Pennsylvania
$1.12M +$8.38K +15 +0.8%
WT
2123
Washington Trust
Rhode Island
$1.12M +$79.4K +142 +8%
FMC
2124
First Merchants Corp
Indiana
$1.11M -$25.2K -45 -2%
SMG
2125
Smart Money Group
Texas
$1.11M +$39.7K +71 +4%
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85
86 87