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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
2451
Financial Management Network
California
$10.9M -$1.5M -7,298 -12%
PRP
2452
Peak Retirement Planning
Ohio
$10.9M +$3.08M +14,958 +38%
PP
2453
Patron Partners
Texas
$10.9M -$42.1K -205 -0.4%
LFS
2454
Legacy Financial Strategies
Kansas
$10.8M +$15K +73 +0.1%
HR
2455
Hardy Reed
Mississippi
$10.8M +$28K +136 +0.3%
MA
2456
MW Advisory
Georgia
$10.8M +$11.1M +53,946 New
BV
2457
Boxwood Ventures
Illinois
$10.8M – – –
DBG
2458
De Burlo Group
Massachusetts
$10.8M -$2.88M -14,030 -21%
NRC
2459
New Republic Capital
North Carolina
$10.7M +$2.23M +10,823 +25%
ET
2460
Entropy Technologies
New York
$10.7M +$3.12M +15,180 +39%
RIM
2461
Redwood Investment Management
Arizona
$10.7M +$404K +1,967 +4%
APFP
2462
Action Point Financial Planning
Michigan
$10.7M +$10.1M +49,030 +1,264%
WP
2463
WealthPLAN Partners
Nebraska
$10.7M -$1.13M -5,494 -9%
MAM
2464
Milestone Asset Management
Pennsylvania
$10.7M +$342K +1,665 +3%
TBA
2465
Tower Bridge Advisors
Pennsylvania
$10.7M +$211K +1,025 +2%
LGA
2466
Lebenthal Global Advisors
New York
$10.7M -$678K -3,300 -6%
NHC
2467
Nicholas Hoffman & Company
Georgia
$10.7M +$15K +73 +0.1%
GHA
2468
Granite Harbor Advisors
Texas
$10.7M -$119K -577 -1%
BU
2469
Brown University
Rhode Island
$10.6M – – –
RCA
2470
Ranch Capital Advisors
Florida
$10.6M +$89.4K +435 +0.8%
NC
2471
Nightview Capital
Texas
$10.6M – – –
EMC
2472
Everest Management Corp
California
$10.6M +$1.24M +6,010 +13%
MI
2473
Markowski Investments
Florida
$10.6M +$10.9M +52,829 New
BCM
2474
Barometer Capital Management
Ontario, Canada
$10.6M +$3.56M +17,300 +49%
OWCM
2475
One Wealth Capital Management
Arizona
$10.6M +$5.67M +27,560 +109%
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