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Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
2201
Diversified Portfolios Inc
Michigan
$915K +$9.76K +17 +1%
PSC
2202
Prentiss Smith & Co
Vermont
$913K – – –
APWM
2203
Argonautica Private Wealth Management
Massachusetts
$912K -$39.6K -69 -4%
BTWM
2204
Baker Tilly Wealth Management
Wisconsin
$910K +$40.2K +70 +5%
SIC
2205
Salem Investment Counselors
North Carolina
$910K +$4.59K +8 +0.5%
PAM
2206
Paradigm Asset Management
New York
$910K – – –
RFA
2207
Resurgent Financial Advisors
Georgia
$908K +$10.9K +19 +1%
MIM
2208
Moseley Investment Management
Florida
$905K +$574 +1 +0.1%
SA
2209
Sonoma Allocations
California
$903K +$943K +1,642 New
GPA
2210
Guerra Pan Advisors
New Jersey
$901K – – –
TCWM
2211
Total Clarity Wealth Management
Illinois
$901K +$32.2K +56 +4%
BMC
2212
Beaton Management Company
Massachusetts
$900K – – –
FOA
2213
Five Oceans Advisors
California
$899K -$66.6K -116 -7%
SAM
2214
Sompo Asset Management
Japan
$899K +$276K +480 +44%
HIM
2215
Hanlon Investment Management
New Jersey
$896K +$50.5K +88 +6%
CCP
2216
Cushing Capital Partners
Wisconsin
$896K +$905K +1,576 New
LPFG
2217
Landing Point Financial Group
Ohio
$895K -$63.2K -110 -7%
SVWAG
2218
Sound View Wealth Advisors Group
Georgia
$895K +$8.04K +14 +0.9%
ACG
2219
Allen Capital Group
Nebraska
$892K +$139K +242 +18%
CMI
2220
Clare Market Investments
Texas
$892K -$13.2K -23 -1%
SPWM
2221
Spartan Planning & Wealth Management
North Carolina
$891K -$33.9K -59 -4%
CWM
2222
Centurion Wealth Management
Virginia
$891K +$12.1K +21 +1%
AWC
2223
Abundance Wealth Counselors
Pennsylvania
$890K +$637K +1,110 +244%
AAS
2224
Annex Advisory Services
Wisconsin
$890K +$36.8K +64 +4%
FCA
2225
FLC Capital Advisors
California
$889K -$1.15K -2 -0.1%
87 88
89
90 91