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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
3301
EMC Capital Management
Texas
$2.08M – – –
TWM
3302
Trueblood Wealth Management
Ohio
$2.07M +$243K +1,915 +11%
CPSAC
3303
Chas P. Smith & Associates (CPS)
Florida
$2.07M -$32.3K -255 -1%
BFA
3304
Blueprint Financial Advisors
North Carolina
$2.07M +$2.42M +19,118 New
BAM
3305
Berkshire Asset Management
Pennsylvania
$2.07M -$262K -2,064 -10%
TFM
3306
TFC Financial Management
Massachusetts
$2.07M -$466K -3,677 -16%
RA
3307
RoundAngle Advisors
New Jersey
$2.07M +$241K +1,905 +11%
NC
3308
Napatree Capital
Rhode Island
$2.07M +$111K +874 +5%
VPF
3309
Vantage Point Financial
Illinois
$2.06M +$435K +3,432 +22%
MPW
3310
Monterey Private Wealth
California
$2.06M -$2.92K -23 -0.1%
WA
3311
Whipplewood Advisors
Colorado
$2.06M -$324K -2,558 -12%
RGF
3312
Retirement Guys Formula
Ohio
$2.06M +$291K +2,295 +14%
AWA
3313
Acorn Wealth Advisors
Michigan
$2.06M -$56.9K -449 -2%
MIC
3314
Meridian Investment Counsel
California
$2.06M +$22.2K +175 +0.9%
AFS
3315
AFG Fiduciary Services
Massachusetts
$2.06M -$45.8K -361 -2%
SB
3316
Sunflower Bank
Texas
$2.06M -$3.93K -31 -0.2%
WIC
3317
Woodmont Investment Counsel
Tennessee
$2.05M +$217K +1,716 +10%
PMFA
3318
Plante Moran Financial Advisors
Michigan
$2.05M -$1.61M -12,677 -40%
GWS
3319
Greykasell Wealth Strategies
California
$2.05M +$89.9K +709 +4%
CAL
3320
Capital Advisors Ltd
Ohio
$2.04M +$185K +1,456 +8%
BFS
3321
BridgePort Financial Solutions
Iowa
$2.04M +$27.9K +220 +1%
VPW
3322
Variant Private Wealth
Virginia
$2.04M +$406K +3,206 +21%
FWM
3323
FMB Wealth Management
California
$2.04M -$311K -2,453 -12%
AWM
3324
Austin Wealth Management
Texas
$2.03M +$469K +3,699 +24%
FNT
3325
First Nebraska Trust
Nebraska
$2.03M -$9.51K -75 -0.4%
131 132
133
134 135