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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2726
Stone Wealth Partners
Louisiana
$850K +$837K +1,889 New
WDL
2727
Well Done LLC
Michigan
$849K +$89.1K +201 +12%
TS
2728
TradeWell Securities
Indiana
$847K -$27.5K -62 -3%
IP
2729
Investment Partners
Ohio
$847K – – –
CFP
2730
Curran Financial Partners
South Carolina
$846K +$49.6K +112 +6%
CA
2731
Cannon Advisors
North Carolina
$845K +$6.65K +15 +0.8%
FFP
2732
Freedom Financial Partners
Minnesota
$844K – – –
MWA
2733
Muirfield Wealth Advisors
North Carolina
$843K -$75.4K -170 -8%
MSWMA
2734
Market Street Wealth Management Advisors
Indiana
$842K +$41.7K +94 +5%
RMP
2735
Richards, Merrill & Peterson
Washington
$841K +$2.22K +5 +0.3%
TC
2736
T3 Companies
New York
$841K +$829K +1,870 New
WA
2737
Waystone Advisors
Washington
$840K +$828K +1,867 New
PWP
2738
Phillips Wealth Planners
Mississippi
$839K -$3.55K -8 -0.4%
SWA
2739
SOA Wealth Advisors
New York
$839K +$168K +380 +5%
RSA
2740
River Street Advisors
Illinois
$839K – – –
1M
2741
1248 Management
Missouri
$835K – – –
YCG
2742
Yeomans Consulting Group
Georgia
$835K +$345K +779 +72%
NCTC
2743
New Covenant Trust Company
Indiana
$835K +$44.3K +100 +6%
VPWA
2744
Vestia Personal Wealth Advisors
Indiana
$833K +$2.22K +5 +0.3%
MBC
2745
Michael Brady & Co
Ohio
$832K +$820K +1,850 New
CCM
2746
Condor Capital Management
New Jersey
$832K -$43.4K -98 -5%
TIP
2747
Torray Investment Partners
Maryland
$832K – – –
KBFS
2748
Kohmann Bosshard Financial Services
Ohio
$831K +$17.7K +40 +2%
SGK
2749
Steigerwald Gordon & Koch
Virginia
$830K +$12K +27 +1%
VCP
2750
Vista Capital Partners
Oregon
$830K +$159K +359 +24%
108 109
110
111 112