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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2151
Cypress Point Wealth Management
Texas
$1.81M +$661K +881 +129%
PCS
2152
Private Client Services
Kentucky
$1.8M +$213K +284 +22%
MT
2153
Midwest Trust
Kansas
$1.8M +$362K +483 +45%
VDI
2154
Vaughan David Investments
Illinois
$1.8M -$164K -219 -12%
AAG
2155
Armstrong Advisory Group
Massachusetts
$1.8M +$16.5K +22 +1%
FPL
2156
Fortress Private Ledger
North Carolina
$1.8M -$1.42M -1,889 -55%
CIM
2157
Contravisory Investment Management
Massachusetts
$1.79M -$562K -750 -33%
RWM
2158
Rialto Wealth Management
New York
$1.79M +$123K +164 +12%
FCM
2159
Fieldview Capital Management
Michigan
$1.79M +$1.16M +1,549 New
TWM
2160
Tripletail Wealth Management
Florida
$1.79M -$634K -845 -32%
DRP
2161
Decker Retirement Planning
Utah
$1.78M -$20.9M -27,839 -95%
BCG
2162
Breakwater Capital Group
New Jersey
$1.78M -$90K -120 -7%
FCG
2163
Fielder Capital Group
Tennessee
$1.78M -$86.2K -115 -7%
PS
2164
Planned Solutions
California
$1.78M -$33.7K -45 -3%
MFS
2165
Madrona Financial Services
Washington
$1.78M +$12K +16 +1%
BWM
2166
Baron Wealth Management
Michigan
$1.78M -$101K -135 -8%
HCP
2167
Hexagon Capital Partners
Arkansas
$1.78M +$202K +269 +21%
OE
2168
October Effect
Virginia
$1.78M +$1.15M +1,540 New
PTC
2169
Philadelphia Trust Company
Pennsylvania
$1.77M +$75K +100 +7%
FFA
2170
Founders Financial Alliance
North Carolina
$1.77M -$667K -890 -37%
HFO
2171
Heritage Family Offices
Arizona
$1.76M +$440K +587 +62%
PEWA
2172
Pacific Excel Wealth Advisors
California
$1.76M +$678K +904 +145%
BF
2173
Brucke Financial
Indiana
$1.76M +$109K +146 +11%
PPWM
2174
Paragon Private Wealth Management
Kentucky
$1.76M +$168K +224 +17%
APP
2175
Avantax Planning Partners
Iowa
$1.76M -$622K -830 -35%
85 86
87
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