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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
2151
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.07M +$74.4K +247 +7%
MWM
2152
McNaughton Wealth Management
California
$1.07M -$33.7K -112 -3%
TFA
2153
Tranquilli Financial Advisor
New Jersey
$1.07M +$4.52K +15 +0.4%
EFM
2154
Eley Financial Management
Vermont
$1.07M -$5.72K -19 -0.5%
CFAM
2155
Coury Firm Asset Management
Pennsylvania
$1.06M +$277K +919 +35%
ATI
2156
Act Two Investors
California
$1.06M +$52.7K +175 +5%
CB
2157
CNB Bank
Pennsylvania
$1.06M +$22.3K +74 +2%
BHBT
2158
Burke & Herbert Bank & Trust
Virginia
$1.06M -$74.4K -247 -7%
CFG
2159
Cooper Financial Group
California
$1.06M +$287K +954 +37%
APWM
2160
Argonautica Private Wealth Management
Massachusetts
$1.06M – – –
WFAG
2161
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$6.03K +20 +0.6%
MBT
2162
Montecito Bank & Trust
California
$1.05M +$90.4K +300 +9%
LAS
2163
Lloyd Advisory Services
Georgia
$1.05M +$1.06M +3,504 New
NG
2164
Norden Group
Utah
$1.05M +$1.06M +3,504 New
KAS
2165
KPP Advisory Services
Kentucky
$1.05M +$1.05M +3,496 New
CCT
2166
Capital City Trust
Florida
$1.05M +$1.05M +3,491 New
BHPW
2167
Beverly Hills Private Wealth
California
$1.04M +$52.4K +174 +5%
TPW
2168
Transatlantique Private Wealth
New York
$1.04M +$4.22K +14 +0.4%
EW
2169
Element Wealth
Mississippi
$1.04M -$6.03K -20 -0.6%
NDSI
2170
Newman Dignan & Sheerar Inc
Rhode Island
$1.04M -$40.7K -135 -4%
AWM
2171
Avaii Wealth Management
Wisconsin
$1.04M -$150K -498 -13%
PIC
2172
Portland Investment Counsel
Ontario, Canada
$1.04M – – –
FWM
2173
Fortress Wealth Management
California
$1.04M +$13K +43 +1%
TCM
2174
Triumph Capital Management
Colorado
$1.03M -$377K -1,251 -27%
IA
2175
Insight Advisors
Pennsylvania
$1.03M -$26.8K -89 -3%
85 86
87
88 89