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Name Holding Trade Value Shares
Change
Change in
Stake
LMFP
2051
Larry Mathis Financial Planning
Arizona
$953K +$850K +9,052 New
MMM
2052
Mendel Money Management
Illinois
$953K +$32.6K +347 +4%
LAI
2053
Legal Advantage Investments
California
$952K
BONH
2054
Bank of New Hampshire
New Hampshire
$951K +$25.8K +275 +3%
PCA
2055
Peddock Capital Advisors
Massachusetts
$950K
SIA
2056
SGL Investment Advisors
Montana
$949K -$62.3K -664 -8%
MMCM
2057
Murphy & Mullick Capital Management
New York
$949K +$22.2K +236 +3%
SBF
2058
Sara-Bay Financial
Florida
$949K -$31.7K -338 -4%
ATC
2059
Adirondack Trust Company
New York
$949K -$55.9K -596 -6%
WMA
2060
West Michigan Advisors
Michigan
$947K +$139K +1,477 +20%
QWP
2061
Quotient Wealth Partners
Texas
$946K -$42.4K -452 -5%
APW
2062
Aurora Private Wealth
New Jersey
$943K +$841K +8,961 New
LIA
2063
LBMC Investment Advisors
Tennessee
$941K -$11.3K -120 -1%
FDCP
2064
Foster Dykema Cabot & Partners
Massachusetts
$940K -$126K -1,337 -13%
KAS
2065
KPP Advisory Services
Kentucky
$937K -$42.3K -451 -5%
WTA
2066
Washington Trust Advisors
Massachusetts
$936K -$4.69K -50 -0.6%
GCM
2067
Graham Capital Management
Connecticut
$935K -$575K -6,124 -41%
PI
2068
Pettee Investors
Connecticut
$934K +$14.7K +157 +2%
CFA
2069
Capstone Financial Advisors
Illinois
$933K -$14.1K -150 -2%
MAWCM
2070
Mine & Arao Wealth Creation & Management
California
$929K +$2.91K +31 +0.4%
CTA
2071
Colonial Trust Advisors
South Carolina
$928K -$3.29K -35 -0.4%
HTI
2072
Hikari Tsushin Inc
Japan
$928K
AP
2073
Anchyra Partners
Georgia
$927K +$827K +8,807 New
FBFS
2074
First Business Financial Services
Wisconsin
$927K -$1.88K -20 -0.2%
OWM
2075
Orca Wealth Management
Florida
$925K +$751 +8 +0.1%