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Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1676
Morningstar Investment Services
Illinois
$908K +$478K +2,391 +210%
TWP
1677
Tempus Wealth Planning
California
$907K +$88K +440 +15%
WA
1678
WESPAC Advisors
California
$906K -$20.2K -101 -3%
IPW
1679
Invictus Private Wealth
Colorado
$905K -$16.4K -82 -2%
BWM
1680
Buckley Wealth Management
Nevada
$905K – – –
NMG
1681
New Millennium Group
Utah
$904K -$26.6K -133 -4%
BTW
1682
Boston Trust Walden
Massachusetts
$903K -$75K -375 -10%
AC
1683
Apella Capital
Connecticut
$901K +$688K +3,441 New
CFFP
1684
Center for Financial Planning
Michigan
$898K – – –
SGK
1685
Steigerwald Gordon & Koch
Virginia
$894K +$1.8K +9 +0.3%
WWM
1686
Wolff Wiese Magana
California
$894K +$21.8K +109 +3%
TWM
1687
TLW Wealth Management
Florida
$892K -$14K -70 -2%
OFG
1688
Oxford Financial Group
Indiana
$882K +$210K +1,048 +45%
WWMSC
1689
Wagner Wealth Management (South Carolina)
South Carolina
$874K +$2.6K +13 +0.4%
HIS
1690
Horizon Investment Services
Indiana
$873K +$2.4K +12 +0.4%
MSS
1691
Mitchell Sinkler & Starr
Pennsylvania
$871K +$36.2K +181 +6%
AFS
1692
AFG Fiduciary Services
Massachusetts
$870K +$8K +40 +1%
IC
1693
Inscription Capital
Texas
$869K -$4K -20 -0.6%
CWG
1694
Crown Wealth Group
North Carolina
$869K +$13.6K +68 +2%
KLCM
1695
KG&L Capital Management
Louisiana
$866K -$49K -245 -7%
KCFA
1696
Key Client Fiduciary Advisors
New Jersey
$864K +$1.8K +9 +0.3%
AFGAS
1697
Allegiance Financial Group Advisory Services
Virginia
$863K -$3.6K -18 -0.5%
BAM
1698
Bellevue Asset Management
Washington
$860K -$600 -3 -0.1%
AIM
1699
Acropolis Investment Management
Missouri
$860K +$15.8K +79 +2%
PIA
1700
Powell Investment Advisors
Florida
$859K -$56K -280 -8%
66 67
68
69 70