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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2076
Regal Investment Advisors
Michigan
$719K +$9.51K +108 +1%
DP
2077
Dearborn Partners
Illinois
$719K -$3.26K -37 -0.4%
EPA
2078
Element Pointe Advisors
Florida
$719K – – –
NIP
2079
Nicholas Investment Partners
California
$717K -$67.3K -764 -7%
KCIA
2080
Kingsbury Capital Investment Advisors
Illinois
$715K -$452K -5,136 -34%
KWM
2081
KMT Wealth Management
California
$715K +$882K +10,013 New
MTC
2082
McDaniel Terry & Co
Texas
$715K +$793 +9 +0.1%
EAP
2083
Elevation Advisory Partners
Florida
$714K +$595K +6,758 +177%
WCM
2084
Winebrenner Capital Management
Kentucky
$714K -$4.32K -49 -0.5%
NIM
2085
Needham Investment Management
New York
$714K +$616K +7,000 +233%
AB
2086
ANB Bank
Colorado
$713K -$31.5K -358 -3%
NSB
2087
Norway Savings Bank
Maine
$712K +$294K +3,335 +50%
FI
2088
Finivi Inc
Massachusetts
$711K -$1.13M -12,858 -56%
MFA
2089
Mayflower Financial Advisors
Massachusetts
$711K -$18.1K -206 -2%
LWM
2090
LJI Wealth Management
Indiana
$710K +$109K +1,241 +14%
FMTC
2091
Farmers & Merchants Trust Company
California
$710K +$4.4K +50 +0.5%
MAM
2092
Milestone Asset Management
Pennsylvania
$705K -$3.95M -44,901 -82%
QCM
2093
Qsemble Capital Management
New York
$704K +$868K +9,856 New
MWP
2094
Madison Wealth Partners
Wisconsin
$704K -$12.2K -139 -1%
HWM
2095
Hohimer Wealth Management
Washington
$704K +$37.7K +428 +5%
TWM
2096
Tortuga Wealth Management
California
$702K +$249K +2,832 +40%
MS
2097
Madden Securities
Texas
$701K +$17K +193 +2%
BWS
2098
Buck Wealth Strategies
Colorado
$700K +$33.1K +376 +4%
VGDSS
2099
VUB Generali dochodkova spravcovska spolocnost
$699K – – –
AWM
2100
Arista Wealth Management
Nevada
$699K -$284K -3,220 -25%
82 83
84
85 86