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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1776
Legacy Wealth Planning
Nevada
$361K – – –
SWA
1777
Sutton Wealth Advisors
Florida
$359K +$978 +6 +0.2%
SSWG
1778
Seven Springs Wealth Group
Tennessee
$358K – – –
MFG
1779
Menard Financial Group
Texas
$356K -$3.42K -21 -0.8%
SAM
1780
Summit Asset Management
Tennessee
$356K – – –
CAG
1781
Csenge Advisory Group
Florida
$356K +$54.5K +334 +16%
RWI
1782
Red Wave Investments
Pennsylvania
$355K +$652 +4 +0.2%
EWM
1783
Evermay Wealth Management
Virginia
$354K -$3.26K -20 -0.8%
SIA
1784
Soltis Investment Advisors
Utah
$354K +$3.91K +24 +1%
CWM
1785
Connecticut Wealth Management
Connecticut
$354K +$22.3K +137 +6%
LF
1786
Lantz Financial
Illinois
$353K -$978 -6 -0.2%
GL
1787
Graypoint LLC
New York
$353K +$173K +1,063 +78%
WPC
1788
White Pine Capital
Minnesota
$351K – – –
MLFP
1789
MPS Loria Financial Planners
Illinois
$351K +$489 +3 +0.1%
VCM
1790
Vivaldi Capital Management
Illinois
$351K +$10.3K +63 +3%
TW
1791
Transform Wealth
Colorado
$350K +$37.7K +231 +11%
KBFS
1792
Kohmann Bosshard Financial Services
Ohio
$350K +$393K +2,409 New
SWM
1793
SeaCrest Wealth Management
New York
$349K +$163 +1 +0%
MAM
1794
McLean Asset Management
Virginia
$348K +$5.38K +33 +2%
CPA
1795
Clear Perspective Advisors
Illinois
$347K -$117K -720 -23%
BIP
1796
Blueprint Investment Partners
North Carolina
$347K +$390K +2,391 New
FMB
1797
Field & Main Bank
Kentucky
$346K -$79.9K -490 -17%
TA
1798
Trellis Advisors
Washington
$346K – – –
MKC
1799
M. Kraus & Co
Vermont
$346K +$2.94K +18 +0.8%
KM
1800
Kalos Management
Georgia
$345K -$55.1K -338 -14%
70 71
72
73 74