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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
1951
Trust Company of Toledo
Ohio
$1.08M +$151K +500 +17%
JFGIW
1952
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M +$384K +1,276 +60%
RW
1953
REDW Wealth
New Mexico
$1.08M +$1.51K +5 +0.1%
MA
1954
Montag & Associates
Georgia
$1.08M +$340K +1,128 +50%
JAG
1955
Journey Advisory Group
Kentucky
$1.08M +$49.4K +164 +5%
MWM
1956
Marietta Wealth Management
Georgia
$1.08M +$169K +560 +20%
TA
1957
TKG Advisors
Indiana
$1.08M -$94.6K -314 -8%
IAG
1958
Investmark Advisory Group
Connecticut
$1.07M -$301 -1 -0%
PFWA
1959
Paces Ferry Wealth Advisors
Georgia
$1.07M -$3.92K -13 -0.4%
BWFA
1960
Baltimore-Washington Financial Advisors
Maryland
$1.07M +$28.3K +94 +3%
CSPIA
1961
Cary Street Partners Investment Advisory
Virginia
$1.06M +$152K +505 +18%
LCM
1962
Landscape Capital Management
New Jersey
$1.06M -$1.48M -4,925 -60%
BTW
1963
Boston Trust Walden
Massachusetts
$1.06M – – –
SWA
1964
Strategies Wealth Advisors
Michigan
$1.06M -$13.9K -46 -1%
BWM
1965
Buckley Wealth Management
Nevada
$1.06M – – –
SFO
1966
Stokes Family Office
Louisiana
$1.05M -$290K -962 -23%
LAM
1967
Lewis Asset Management
California
$1.04M +$362K +1,201 +58%
CF
1968
Claris Financial
Virginia
$1.04M -$26.8K -89 -3%
CFFP
1969
Center for Financial Planning
Michigan
$1.04M +$63.3K +210 +7%
BWG
1970
Boomfish Wealth Group
Georgia
$1.04M -$20.5K -68 -2%
OC
1971
Oarsman Capital
Wisconsin
$1.04M +$52.4K +174 +6%
RC
1972
Rovin Capital
Arizona
$1.04M +$41K +136 +4%
VC
1973
Veery Capital
Delaware
$1.04M +$246K +818 +33%
NWM
1974
Napa Wealth Management
California
$1.04M +$418K +1,387 +74%
TW
1975
Traveka Wealth
California
$1.04M +$197K +655 +25%
77 78
79
80 81