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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1901
StoneCrest Wealth Management
Arizona
$8.83M -$329K -2,599 -3%
LCM
1902
LVM Capital Management
Michigan
$8.82M +$9.38M +73,988 +996%
EIA
1903
Eastover Investment Advisors
North Carolina
$8.8M -$197K -1,554 -2%
SFC
1904
SYM Financial Corp
Indiana
$8.8M +$1.18M +9,290 +13%
CWS
1905
Confluence Wealth Services
Pennsylvania
$8.8M +$3.54M +27,934 +48%
EA
1906
Ellsworth Advisors
Ohio
$8.8M +$276K +2,177 +3%
MPPLM
1907
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.79M -$1.9M -14,981 -16%
MIA
1908
MainStreet Investment Advisors
Illinois
$8.79M +$240K +1,894 +2%
HFS
1909
Howard Financial Services
Texas
$8.78M +$464K +3,662 +5%
AAIM
1910
Asset Advisors Investment Management
Georgia
$8.76M -$77.7K -613 -0.8%
MWA
1911
Moser Wealth Advisors
Washington
$8.76M -$830K -6,548 -7%
MEG
1912
Millstone Evans Group
Colorado
$8.73M +$9.51K +75 +0.1%
FIM
1913
Freedom Investment Management
Connecticut
$8.73M -$597K -4,711 -6%
MCC
1914
Money Concepts Capital
Florida
$8.72M +$879K +6,935 +9%
SRC
1915
Shufro Rose & Co
New York
$8.72M -$1.85M -14,600 -15%
WW
1916
Windle Wealth
Oklahoma
$8.69M – – –
RWP
1917
Ridgecrest Wealth Partners
California
$8.68M +$555K +4,380 +6%
IAM
1918
Infinitum Asset Management
Florida
$8.67M +$10.1M +80,000 New
CIP
1919
Convergence Investment Partners
Florida
$8.66M -$4.36M -34,385 -30%
CWA
1920
CM Wealth Advisors
Ohio
$8.65M -$1.01K -8 -0%
AIM
1921
Anchor Investment Management
South Carolina
$8.65M +$922K +7,276 +10%
WA1
1922
Wimmer Associates 1
California
$8.64M -$97K -765 -1%
NIM
1923
Nicollet Investment Management
Minnesota
$8.64M +$330K +2,601 +3%
RWP
1924
Revolve Wealth Partners
New Jersey
$8.62M +$555K +4,376 +6%
MFS
1925
Mattson Financial Services
Michigan
$8.62M +$2.2M +17,385 +28%
75 76
77
78 79