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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1951
Cercano Management
Washington
$1.41M +$13.2K +41 +1%
LCG
1952
Lakeshore Capital Group
Illinois
$1.41M +$1.12M +3,494 New
NRI
1953
NFP Retirement Inc
California
$1.41M +$20.9K +65 +2%
RCS
1954
Retirement Capital Strategies
California
$1.41M +$415K +1,290 +59%
S
1955
Sunpointe
Missouri
$1.41M +$141K +437 +14%
MA
1956
MCF Advisors
Kentucky
$1.4M +$64.3K +200 +6%
MW
1957
Maia Wealth
Colorado
$1.4M +$238K +739 +26%
TGAM
1958
TBH Global Asset Management
Tennessee
$1.4M +$5.47K +17 +0.5%
TNA
1959
True North Advisors
Texas
$1.4M +$40.9K +127 +4%
JWBC
1960
J.W. Burns & Co
New York
$1.4M -$3.86K -12 -0.3%
TIA
1961
Traphagen Investment Advisors
New Jersey
$1.39M +$80.8K +251 +8%
NWWA
1962
New Wave Wealth Advisors
Arkansas
$1.39M -$33.5K -104 -3%
BTW
1963
Boston Trust Walden
Massachusetts
$1.39M – – –
OFS
1964
Orrstown Financial Services
Pennsylvania
$1.39M -$15.8K -49 -1%
CIG
1965
Cullen Investment Group
Louisiana
$1.39M +$15.4K +48 +1%
RWPA
1966
Richard W. Paul & Associates
Michigan
$1.38M -$9.65K -30 -0.9%
PFW
1967
Petros Family Wealth
Minnesota
$1.38M +$1.1M +3,424 New
FAN
1968
Financial Advisors Network
California
$1.38M +$1.1M +3,424 New
S
1969
SharpePoint
Arizona
$1.38M +$1.1M +3,422 New
FFS
1970
Fischer Financial Services
Pennsylvania
$1.38M +$1.1M +3,416 New
GAA
1971
Green Alpha Advisors
Colorado
$1.38M -$325K -1,009 -23%
KFI
1972
Key Financial Inc
Pennsylvania
$1.38M -$73.7K -229 -6%
MCM
1973
MV Capital Management
Maryland
$1.38M -$246K -766 -18%
CICI
1974
Capital Investment Counsel Inc
North Carolina
$1.38M +$12.9K +40 +1%
PFM
1975
Phillips Financial Management
Indiana
$1.38M +$29.9K +93 +3%
77 78
79
80 81