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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2276
Financial Management Professionals
Texas
$718K +$78.5K +3,130 +14%
WPWM
2277
Western Pacific Wealth Management
Illinois
$717K -$22.1K -880 -3%
PFA
2278
Pure Financial Advisors
California
$717K +$8.03K +320 +1%
BMCM
2279
Burns Matteson Capital Management
New York
$714K -$319K -12,720 -33%
PWM
2280
Prentice Wealth Management
New York
$711K +$38.9K +1,550 +6%
SRC
2281
Sage Rhino Capital
California
$709K -$3.76K -150 -0.6%
HTC
2282
Haverford Trust Company
Pennsylvania
$708K +$186K +7,430 +40%
SAS
2283
Sanford Advisory Services
Michigan
$706K -$1M -39,880 -61%
OCM
2284
Objective Capital Management
Ohio
$706K -$19.8K -790 -3%
EL
2285
Essex LLC
Illinois
$705K -$219K -8,720 -25%
RW
2286
Rede Wealth
Virginia
$704K -$8.53K -340 -1%
AWA
2287
Amplius Wealth Advisors
Pennsylvania
$703K +$15.3K +610 +2%
FCCM
2288
First City Capital Management
Georgia
$702K +$5.02K +200 +0.8%
CWS
2289
Cypress Wealth Services
California
$700K +$32.9K +1,310 +5%
WA
2290
Wealth Architects
California
$699K -$24.6K -980 -4%
SWM
2291
Salvus Wealth Management
New Jersey
$698K +$10.3K +410 +2%
SIAP
2292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$698K +$12.5K +500 +2%
OFS
2293
OneAscent Financial Services
Alabama
$696K +$640K +25,520 New
AFPL
2294
Advus Financial Partners, LLC
Florida
$693K +$637K +25,380 New
TNA
2295
True North Advisors
Texas
$692K -$560K -22,330 -47%
OCM
2296
Orion Capital Management
California
$692K -$125K -5,000 -16%
WCG
2297
Weaver Consulting Group
California
$692K +$28.1K +1,120 +5%
CPW
2298
Catalyst Private Wealth
California
$691K -$101K -4,020 -14%
SEP
2299
Southland Equity Partners
Missouri
$691K +$118K +4,700 +23%
BWM
2300
Baystate Wealth Management
Massachusetts
$690K +$24.3K +970 +4%
90 91
92
93 94