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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1726
Canopy Partners
Ohio
$2.45M +$35K +79 +1%
SIC
1727
Sigma Investment Counselors
Michigan
$2.44M +$1.33K +3 +0.1%
KC
1728
Karras Company
Utah
$2.44M +$2.41M +5,435 New
HPC
1729
HM Payson & Co
Maine
$2.44M +$80.2K +181 +3%
FGWP
1730
Founders Grove Wealth Partners
Virginia
$2.44M +$187K +421 +8%
SIS
1731
Strategic Investment Solutions
Illinois
$2.44M -$401K -904 -14%
SP
1732
Stonebrook Private
Michigan
$2.44M +$75.8K +171 +3%
BC
1733
Burney Company
Virginia
$2.44M +$219K +493 +10%
PFS
1734
Prospect Financial Services
New York
$2.44M -$103K -233 -4%
FFG
1735
Floyd Financial Group
Missouri
$2.44M +$231K +522 +10%
RWC
1736
Rare Wolf Capital
Washington
$2.43M +$2.4M +5,412 New
AP
1737
Americana Partners
Texas
$2.43M +$916K +2,067 +62%
SWM
1738
Silverlake Wealth Management
Vermont
$2.43M +$47.4K +107 +2%
RMDI
1739
R.M. Davis Inc
Maine
$2.43M -$51K -115 -2%
TGAM
1740
TBH Global Asset Management
Tennessee
$2.42M +$267K +603 +13%
TWM
1741
Thrive Wealth Management
Pennsylvania
$2.42M +$105K +236 +5%
LWM
1742
Lyell Wealth Management
California
$2.42M +$610K +1,375 +34%
SPWM
1743
Spartan Planning & Wealth Management
North Carolina
$2.41M +$164K +371 +7%
FGA
1744
Fortis Group Advisors
New Jersey
$2.41M -$130K -293 -5%
AFS
1745
Access Financial Services
Minnesota
$2.41M -$117K -263 -5%
WPC
1746
Waters Parkerson & Co
Louisiana
$2.41M +$21.3K +48 +0.9%
MBWA
1747
Marin Bay Wealth Advisors
California
$2.41M +$2.38M +5,360 New
CPRC
1748
Consolidated Portfolio Review Corp
New York
$2.41M -$945K -2,132 -28%
PRA
1749
Pine Ridge Advisers
New York
$2.41M – – –
TW
1750
TritonPoint Wealth
Maryland
$2.41M -$1.15M -2,595 -33%
68 69
70
71 72