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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2926
Prosperity Capital Advisors
Ohio
$886K +$32.4K +700 +4%
AWA
2927
Acorn Wealth Advisors
Michigan
$886K -$463 -10 -0.1%
SFCL
2928
Strengthening Families & Communities LLC
Massachusetts
$885K +$232K +5,010 +39%
AWC
2929
Adamsbrown Wealth Consultants
Kansas
$884K +$25K +540 +3%
SC
2930
Seldon Capital
California
$883K – – –
BCP
2931
Blue Chip Partners
Michigan
$882K +$47.3K +1,020 +6%
1CP
2932
17 Capital Partners
Arizona
$882K +$825K +17,810 New
CYG
2933
Clean Yield Group
Vermont
$881K – – –
MFG
2934
Monte Financial Group
Connecticut
$881K +$22.2K +480 +3%
LA
2935
Latitude Advisors
Florida
$879K +$16.7K +360 +2%
NCM
2936
Northwest Capital Management
Oregon
$879K +$90.8K +1,960 +12%
CNBT
2937
Cornerstone National Bank & Trust
Illinois
$878K – – –
MTIC
2938
Missouri Trust & Investment Company
Missouri
$876K +$241K +5,210 +42%
FFWA
2939
FRG Family Wealth Advisors
Washington
$874K +$58.9K +1,270 +8%
JWM
2940
JPL Wealth Management
Colorado
$873K +$817K +17,640 New
MAM
2941
McLean Asset Management
Virginia
$871K +$86.2K +1,860 +12%
SWP
2942
Significant Wealth Partners
Illinois
$869K +$813K +17,540 New
DWM
2943
Dorchester Wealth Management
Quebec, Canada
$867K – – –
PFG
2944
PAX Financial Group
Texas
$866K +$25.5K +550 +5%
UWPG
2945
Ullmann Wealth Partners Group
Florida
$865K +$214K +4,620 +36%
FA
2946
Forefront Analytics
Pennsylvania
$860K – – –
MAM
2947
MMA Asset Management
Pennsylvania
$860K -$4.63K -100 -0.6%
KOC
2948
Koss-Olinger Consulting
Florida
$858K +$71.4K +1,540 +10%
EI
2949
Ellevest Inc
New York
$857K +$108K +2,320 +15%
GCP
2950
Gill Capital Partners
Colorado
$856K +$16.2K +350 +2%
116 117
118
119 120