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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2151
Wealth Dimensions Group
Ohio
$938K +$390K +753 +73%
CWM
2152
Crowley Wealth Management
Delaware
$938K +$922K +1,780 New
KA
2153
KLCM Advisors
Wisconsin
$935K -$51.8K -100 -5%
WWM
2154
Whalen Wealth Management
Nevada
$933K +$917K +1,771 New
TFP
2155
Tilia Fiduciary Partners
North Carolina
$931K -$20.2K -39 -2%
1CP
2156
17 Capital Partners
Arizona
$930K +$18.1K +35 +2%
MPPW
2157
Mitchell & Pahl Private Wealth
Oklahoma
$928K -$58.5K -113 -6%
TAM
2158
Taurus Asset Management
New York
$924K – – –
PCG
2159
PFC Capital Group
California
$921K – – –
KCM
2160
Kathmere Capital Management
Pennsylvania
$921K +$96.8K +187 +12%
PWM
2161
Pines Wealth Management
North Carolina
$917K +$941K +1,817 New
LIA
2162
LBMC Investment Advisors
Tennessee
$914K – – –
SC
2163
Summa Corp
Texas
$914K – – –
NCG
2164
Newport Capital Group
New Jersey
$914K -$28.5K -55 -3%
MAM
2165
McLean Asset Management
Virginia
$913K +$30K +58 +3%
SP
2166
Stonebrook Private
Michigan
$913K +$44.5K +86 +5%
TIA
2167
Traphagen Investment Advisors
New Jersey
$912K -$1.55K -3 -0.2%
BIM
2168
Baldwin Investment Management
Pennsylvania
$911K +$48.1K +93 +6%
WFC
2169
Western Financial Corp
California
$911K +$599K +1,157 +202%
ZF
2170
Zhang Financial
Michigan
$911K +$46.1K +89 +5%
NA
2171
Navellier & Associates
Nevada
$910K – – –
SB
2172
Sunflower Bank
Texas
$910K +$39.3K +76 +5%
BAM
2173
Brave Asset Management
New Jersey
$907K -$10.4K -20 -1%
WI
2174
WBI Investments
New Jersey
$905K +$890K +1,719 New
MSAM
2175
Moloney Securities Asset Management
Missouri
$904K -$11.9K -23 -1%
85 86
87
88 89