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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
2101
Main Street Financial Solutions
Pennsylvania
$15.1M -$817K -3,973 -5%
PFWA
2102
Paces Ferry Wealth Advisors
Georgia
$15M +$37.6K +183 +0.2%
PMA
2103
Prudent Man Advisors
Illinois
$15M +$1.51M +7,348 +11%
CWWM
2104
Clear Wave Wealth Management
New Jersey
$15M +$136K +662 +0.9%
KF
2105
KKM Financial
Illinois
$15M -$2.85M -13,841 -16%
NC
2106
NovaPoint Capital
Georgia
$15M -$208K -1,013 -1%
BCM
2107
BlueCrest Capital Management
Jersey
$15M +$15.4M +74,986 New
GSCM
2108
Greenfield Seitz Capital Management
Texas
$15M -$139K -675 -0.9%
AWA
2109
Alta Wealth Advisors
Massachusetts
$15M +$96.8K +471 +0.6%
TF
2110
Trek Financial
Arizona
$15M +$1.97M +9,580 +15%
SLG
2111
Stanley-Laman Group
Pennsylvania
$14.9M -$576K -2,801 -4%
LA
2112
Legacy Advisors
Pennsylvania
$14.9M +$3.59M +17,463 +31%
MF
2113
Manuka Financial
Virginia
$14.9M +$1.03K +5 +0%
XF
2114
XML Financial
Maryland
$14.9M +$1.49M +7,256 +11%
WA
2115
Wealth Alliance
New York
$14.8M +$150K +729 +1%
OPF
2116
Old Peak Finance
North Carolina
$14.8M -$4.21M -20,466 -22%
WCM
2117
Weaver Capital Management
Georgia
$14.8M – – –
MIC
2118
Maxi Investments CY
Cyprus
$14.8M -$13.3M -64,800 -47%
CPA
2119
Capital Performance Advisors
California
$14.8M -$10.6M -51,728 -41%
PCTC
2120
Perkins Coie Trust Company
Washington
$14.8M +$27.8K +135 +0.2%
DCM
2121
Dudley Capital Management
Virginia
$14.8M -$89.2K -434 -0.6%
BOPW
2122
Brandywine Oak Private Wealth
Pennsylvania
$14.8M -$689K -3,351 -4%
OWA
2123
Outlook Wealth Advisors
Texas
$14.7M -$76.7K -373 -0.5%
GP
2124
Geneva Partners
Wisconsin
$14.7M -$1.34M -6,496 -8%
SH
2125
SLT Holdings
Arizona
$14.6M -$3.51M -17,050 -19%
83 84
85
86 87