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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1776
Monument Capital Management
Virginia
$275K – – –
BFO
1777
Biltmore Family Office
North Carolina
$275K +$57.5K +900 +25%
PJSIMP
1778
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K -$9.58K -150 -2%
HFAS
1779
Hummer Financial Advisory Services
Illinois
$273K -$9.58K -150 -3%
BWM
1780
BerganKDV Wealth Management
Minnesota
$273K +$2.56K +40 +0.9%
WP
1781
WealthPLAN Partners
Nebraska
$273K +$3.19K +50 +0.8%
CPIA
1782
Cornell Pochily Investment Advisors
New York
$272K +$16.6K +260 +6%
PPG
1783
Peak Planning Group
Colorado
$272K -$8.95K -140 -3%
FNT
1784
First Nebraska Trust
Nebraska
$272K +$639 +10 +0.2%
DWM
1785
Doyle Wealth Management
Florida
$270K -$12.8K -200 -4%
NWA
1786
New World Advisors
Massachusetts
$270K -$9.58K -150 -3%
ML
1787
McAdam LLC
Pennsylvania
$270K +$47.9K +750 +20%
RCG
1788
Rock Creek Group
District of Columbia
$269K +$11.5K +180 +4%
FFA
1789
Founders Financial Alliance
North Carolina
$269K +$286K +4,470 New
APW
1790
Aurora Private Wealth
New Jersey
$268K -$15.3K -240 -5%
GT
1791
Glenview Trust
Kentucky
$268K +$15.3K +240 +6%
APG
1792
Abacus Planning Group
South Carolina
$267K +$284K +4,440 New
TA
1793
Tiedemann Advisors
New York
$266K – – –
CMBA
1794
C.M. Bidwell & Associates
Hawaii
$266K +$127K +1,990 +82%
IWN
1795
Independent Wealth Network
Iowa
$265K +$24.3K +380 +9%
TWM
1796
Titus Wealth Management
California
$263K -$31.3K -490 -10%
FFA
1797
Fi3 Financial Advisors
Indiana
$263K +$28.1K +440 +11%
APWA
1798
Atlas Private Wealth Advisors
New Jersey
$263K +$43.4K +680 +18%
NWM
1799
Nauset Wealth Management
Connecticut
$262K +$278K +4,350 New
XF
1800
XML Financial
Maryland
$261K +$12.8K +200 +5%
70 71
72
73 74