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Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
1926
Financial Life Planners
Arizona
$1.18M +$19.5K +160 +2%
NPF
1927
Norris Perne & French
Michigan
$1.17M – – –
VAM
1928
Virtue Asset Management
Illinois
$1.17M +$1.19M +9,760 New
PCH
1929
PGIM Custom Harvest
New Jersey
$1.17M +$54.9K +450 +5%
TC
1930
Touchstone Capital
Pennsylvania
$1.17M +$1.19M +9,760 New
EWM
1931
Evermay Wealth Management
Virginia
$1.17M -$14.6K -120 -1%
CWA
1932
Canvas Wealth Advisors
Kansas
$1.17M +$37.8K +310 +3%
EPIMS
1933
Evelyn Partners Investment Management Services
$1.16M +$63.5K +520 +6%
FPGK
1934
Financial Partners Group (Kansas)
Kansas
$1.16M +$11K +90 +0.9%
FFG
1935
Fiduciary Financial Group
California
$1.16M -$11K -90 -0.9%
CFG
1936
Carr Financial Group
Massachusetts
$1.15M -$25.6K -210 -2%
MSG
1937
Main Street Group
Virginia
$1.15M -$11K -90 -0.9%
KWM
1938
Kingsman Wealth Management
Florida
$1.15M -$2.01M -16,470 -63%
MFG
1939
MidWestOne Financial Group
Iowa
$1.15M +$19.5K +160 +2%
CWM
1940
Connecticut Wealth Management
Connecticut
$1.15M +$67.1K +550 +6%
ZF
1941
Zhang Financial
Michigan
$1.15M +$109K +890 +10%
FIA
1942
FNY Investment Advisers
New York
$1.15M +$61K +500 +5%
MA
1943
MJP Associates
Connecticut
$1.15M +$126K +1,030 +12%
BW
1944
BIP Wealth
Georgia
$1.14M +$653K +5,350 +128%
LCM
1945
Liberty Capital Management
Michigan
$1.14M +$1.16M +9,490 New
DDPIC
1946
Deroy & Devereaux Private Investment Counsel
Michigan
$1.14M -$122K -1,000 -10%
PG
1947
Patten Group
Tennessee
$1.13M +$51.3K +420 +5%
HCA
1948
Harbour Capital Advisors
Virginia
$1.13M -$435K -3,560 -27%
EAM
1949
Empirical Asset Management
Massachusetts
$1.13M -$519K -4,250 -31%
HTIM
1950
Harbour Trust & Investment Management
Indiana
$1.13M – – –
76 77
78
79 80