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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1776
EdgeRock Capital
Colorado
$662K +$43.8K +157 +7%
HCM
1777
Hall Capital Management
Rhode Island
$661K +$838 +3 +0.1%
CWP
1778
Curated Wealth Partners
California
$657K +$10.9K +39 +2%
BA
1779
Bridge Advisory
California
$655K -$253K -906 -27%
DBT
1780
Dubuque Bank & Trust
Iowa
$654K +$34.4K +123 +5%
CIC
1781
Cutler Investment Counsel
Oregon
$652K -$77.6K -278 -10%
BA
1782
Ballast Advisors
Minnesota
$652K +$39.1K +140 +6%
CFA
1783
Compass Financial Advisors
Indiana
$650K – – –
MWP
1784
Meridian Wealth Partners
Pennsylvania
$645K -$17K -61 -2%
DP
1785
Dearborn Partners
Illinois
$644K +$102K +365 +18%
SAM
1786
Secure Asset Management
Michigan
$643K -$111K -399 -14%
NMG
1787
New Millennium Group
Utah
$643K +$58.4K +209 +9%
MFGM
1788
Marshall Financial Group (Maryland)
Maryland
$642K -$72.1K -258 -10%
KWMG
1789
King Wealth Management Group
Florida
$641K – – –
PAM
1790
Pegasus Asset Management
New York
$638K +$1.68K +6 +0.3%
ATWA
1791
Arbor Trust Wealth Advisors
Michigan
$635K -$8.1K -29 -1%
FMII
1792
Farmers & Merchants Investments Inc
Nebraska
$634K +$139K +498 +26%
PFM
1793
Phillips Financial Management
Indiana
$634K +$667K +2,389 New
TF
1794
TimeScale Financial
Massachusetts
$633K +$2.51K +9 +0.4%
CPP
1795
Capasso Planning Partners
South Carolina
$633K +$20.4K +73 +3%
ITIM
1796
Indiana Trust & Investment Management
Indiana
$632K +$27.9K +100 +4%
BFC
1797
Bedel Financial Consulting
Indiana
$631K +$49.4K +177 +6%
LIM
1798
Leavell Investment Management
Alabama
$630K +$7.82K +28 +1%
RDFA
1799
Ritter Daniher Financial Advisory
Ohio
$629K – – –
FZCM
1800
Flynn Zito Capital Management
New York
$629K +$228K +816 +52%
70 71
72
73 74