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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2851
Walled Lake Planning & Wealth Management
Illinois
$924K -$19K -39 -2%
LA
2852
LexAurum Advisors
Kansas
$923K +$20.4K +42 +2%
ACC
2853
Acorn Creek Capital
Colorado
$921K +$8.26K +17 +0.9%
MCA
2854
Magnolia Capital Advisors
Mississippi
$918K -$1.92M -3,960 -69%
WP
2855
WMS Partners
Maryland
$918K -$10.7K -22 -1%
SHFA
2856
SC&H Financial Advisors
Maryland
$915K – – –
PSC
2857
Prentiss Smith & Co
Vermont
$913K – – –
BIM
2858
Baldwin Investment Management
Pennsylvania
$912K +$81.2K +167 +10%
SRWM
2859
Shira Ridge Wealth Management
California
$911K +$265K +546 +43%
FFWM
2860
Future Financial Wealth Management
Ohio
$911K -$24.3K -50 -3%
PFA
2861
Pathway Financial Advisors
Vermont
$911K – – –
RWA
2862
Rooted Wealth Advisors
Illinois
$909K +$80.7K +166 +10%
BMCM
2863
Burns Matteson Capital Management
New York
$908K +$156K +321 +22%
PM
2864
Penbrook Management
New York
$908K – – –
LAM
2865
LECAP Asset Management
United Kingdom
$907K +$874K +1,799 New
CCP
2866
Cassia Capital Partners
North Carolina
$906K +$47.6K +98 +6%
F4L
2867
Fortune 45 LLC
Louisiana
$904K +$486 +1 +0.1%
ANBT
2868
American National Bank & Trust
Texas
$904K +$71.5K +147 +9%
B
2869
Bensler
Washington
$903K -$74.4K -153 -8%
LRPA
2870
L. Roy Papp & Associates
Arizona
$901K – – –
PWM
2871
Prentice Wealth Management
New York
$901K -$5.35K -11 -0.6%
MTC
2872
McDaniel Terry & Co
Texas
$901K -$155K -319 -15%
SWM
2873
Silverlake Wealth Management
Vermont
$901K -$69K -142 -7%
ABLA
2874
Alan B. Lancz & Associates
Ohio
$895K +$863K +1,775 New
BW
2875
Basepoint Wealth
Iowa
$890K -$369K -760 -30%
113 114
115
116 117