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Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
3326
W.H. Cornerstone Investments
Massachusetts
$5.11M +$486K +1,201 +10%
ACL
3327
Applied Capital LLC
Florida
$5.11M +$89.8K +222 +2%
PMFA
3328
Plante Moran Financial Advisors
Michigan
$5.11M -$586K -1,449 -10%
RHP
3329
Royal Harbor Partners
Texas
$5.1M -$384K -949 -6%
FI
3330
Finivi Inc
Massachusetts
$5.1M +$22.7K +56 +0.4%
UWPG
3331
Ullmann Wealth Partners Group
Florida
$5.1M -$310K -767 -5%
SCA
3332
Scott Capital Advisors
Oregon
$5.1M +$47.3K +117 +0.9%
PAS
3333
Parsonex Advisory Services
Colorado
$5.09M +$133K +328 +2%
CWA
3334
Crusonia Wealth Advisors
Colorado
$5.08M +$664K +1,641 +14%
SC
3335
Schulhoff & Co
Ohio
$5.07M +$41.7K +103 +0.8%
WCM
3336
Winthrop Capital Management
Indiana
$5.07M -$32K -79 -0.6%
MC
3337
Matisse Capital
Oregon
$5.07M -$312K -770 -5%
FFG
3338
Fiduciary Financial Group
California
$5.07M +$705K +1,743 +15%
WG
3339
Watchman Group
Texas
$5.05M +$8.09K +20 +0.1%
GSIAS
3340
Garden State Investment Advisory Services
New Jersey
$5.04M +$117K +288 +2%
PFA
3341
Pathway Financial Advisers
Indiana
$5.04M +$301K +744 +6%
EMC
3342
Everest Management Corp
California
$5.03M +$1.61M +3,983 +42%
MMHP
3343
Murphy Middleton Hinkle & Parker
Georgia
$5.03M +$16.2K +40 +0.3%
PA
3344
Prairie Advisory
Kansas
$5.03M +$5.46M +13,483 New
TCMP
3345
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.03M +$76.1K +188 +1%
SSA
3346
SSA Swiss Advisors
$5.02M +$1.91M +4,733 +54%
MSK
3347
Melissa S. Kampmann
$5.02M -$37.6K -93 -0.7%
NLP
3348
Next Level Private
New York
$5.02M +$4.86K +12 +0.1%
TNAM
3349
Terra Nova Asset Management
New York
$5.02M +$965K +2,386 +22%
WBG
3350
Wharton Business Group
Pennsylvania
$5.01M +$10.1K +25 +0.2%
132 133
134
135 136