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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
2726
McIlrath & Eck
Washington
$677K -$126K -388 -17%
MWA
2727
MN Wealth Advisors
Kansas
$676K +$622K +1,911 New
PA
2728
Parkside Advisors
California
$676K – – –
PS
2729
Planned Solutions
California
$675K +$9.77K +30 +2%
HPWM
2730
High Pines Wealth Management
Massachusetts
$674K +$81.7K +251 +15%
PWM
2731
Proathlete Wealth Management
Florida
$673K +$619K +1,901 New
AIA
2732
Alera Investment Advisors
Illinois
$673K +$27.7K +85 +5%
HWA
2733
Heritage Wealth Advisors
Virginia
$671K +$1.3K +4 +0.2%
MCM
2734
McRae Capital Management
New Jersey
$670K – – –
CWM
2735
Centurion Wealth Management
Virginia
$669K +$21.5K +66 +4%
VI
2736
VanderPol Investments
Michigan
$669K +$615K +1,890 New
IA
2737
IFG Advisors
Missouri
$668K – – –
HA
2738
Hamel Associates
New Jersey
$664K -$16.3K -50 -3%
EC
2739
EdgeRock Capital
Colorado
$664K +$71K +218 +18%
CCG
2740
Capital CS Group
California
$661K +$66.1K +203 +12%
OWM
2741
OneAscent Wealth Management
Alabama
$660K -$9.44K -29 -2%
VEA
2742
Virtus ETF Advisers
New York
$659K -$220K -675 -27%
WF
2743
Whelan Financial
California
$659K -$110K -339 -15%
IA
2744
IAM Advisory
Pennsylvania
$658K -$2.6K -8 -0.4%
C1AG
2745
Client 1st Advisory Group
Florida
$658K +$58.6K +180 +11%
FFWM
2746
Future Financial Wealth Management
Ohio
$657K -$32.6K -100 -5%
HWM
2747
Howard Wealth Management
Connecticut
$657K -$26.1K -80 -4%
SIG
2748
Sargent Investment Group
Maryland
$657K +$12.4K +38 +2%
EMFAT
2749
Emerald Mutual Fund Advisers Trust
Pennsylvania
$654K +$168K +516 +39%
CC
2750
Courier Capital
New York
$652K +$10.1K +31 +2%
108 109
110
111 112