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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1851
Meridian Wealth Partners
Pennsylvania
$55K +$15.2K +1,880 +49%
CWM
1852
Campbell Wealth Management
Virginia
$55K +$46.6K +5,760 New
HWM
1853
HighMark Wealth Management
Minnesota
$51K -$647 -80 -1%
BAM
1854
Bellevue Asset Management
Washington
$50K – – –
BBPWM
1855
Blue Bell Private Wealth Management
Pennsylvania
$50K +$45K +5,560 New
BDWM
1856
Brewin Dolphin Wealth Management
Ireland
$49.8K +$3.88K +480 +10%
SFPG
1857
Stonebridge Financial Planning Group
Florida
$46K – – –
TI
1858
tru Independence
Oregon
$45K -$134K -16,600 -78%
AWM
1859
AllSquare Wealth Management
New York
$44K +$8.09K +1,000 +27%
SIS
1860
Sound Income Strategies
Florida
$43K -$8.41K -1,040 -19%
NICM
1861
Neo Ivy Capital Management
New York
$41K -$222K -27,400 -86%
EI
1862
Ellevest Inc
New York
$41K +$24.9K +3,080 +257%
CWM
1863
Cranbrook Wealth Management
Michigan
$39K – – –
PMFA
1864
Plante Moran Financial Advisors
Michigan
$38K -$2.91K -360 -8%
PP
1865
PrairieView Partners
Minnesota
$38K – – –
CT
1866
Clearstead Trust
Maine
$36K +$9.71K +1,200 +47%
PA
1867
Perennial Advisors
New York
$35K +$30.1K +3,720 New
HFA
1868
Hoover Financial Advisors
Pennsylvania
$32K +$27.5K +3,400 New
HI
1869
Human Investing
Oregon
$28K -$17.8K -2,200 -43%
IBOK
1870
Independence Bank of Kentucky
Kentucky
$28K +$7.12K +880 +42%
IRC
1871
Investors Research Corp
Georgia
$26K – – –
HS
1872
Horan Securities
United States
$25K -$19.1K -2,360 -47%
MFT
1873
Moisand Fitzgerald Tamayo
Florida
$25K -$3.24K -400 -13%
VCM
1874
Versant Capital Management
Arizona
$25K – – –
TWP
1875
TFO Wealth Partners
Ohio
$24K +$3.24K +400 +19%
73 74
75
76 77