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Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
2326
Michels Family Financial
Texas
$932K +$743K +2,309 New
SW
2327
SlateStone Wealth
Florida
$932K +$198K +614 +36%
AMBIA
2328
Allen Mooney & Barnes Investment Advisors
Georgia
$931K +$343K +1,066 +86%
SSF
2329
Southern Style Financial
California
$931K +$742K +2,305 New
IPW
2330
Invictus Private Wealth
Colorado
$931K +$210K +652 +39%
PWM
2331
Prentice Wealth Management
New York
$929K +$28.6K +89 +4%
BWS
2332
Broadway Wealth Solutions
Texas
$929K +$740K +2,300 New
FDCP
2333
Foster Dykema Cabot & Partners
Massachusetts
$927K -$6.76K -21 -0.9%
VPI
2334
Value Partners Investments
Manitoba, Canada
$927K -$322K -1,000 -30%
BFO
2335
Biltmore Family Office
North Carolina
$926K -$27.3K -85 -4%
SIC
2336
Sterling Investment Counsel
New York
$922K -$360K -1,120 -33%
DTC
2337
Davidson Trust Company
Washington
$921K – – –
MCCP
2338
Mission Creek Capital Partners
California
$921K +$25.1K +78 +4%
LWP
2339
LeClair Wealth Partners
Ohio
$917K +$731K +2,271 New
FI
2340
FWG Investments
Kentucky
$916K -$53.7K -167 -7%
SPF
2341
South Plains Financial
Texas
$915K +$729K +2,266 New
KFS
2342
Keynote Financial Services
Connecticut
$914K -$43.8K -136 -6%
MWP
2343
Meridian Wealth Partners
Pennsylvania
$913K +$7.72K +24 +1%
FMC
2344
First Merchants Corp
Indiana
$913K +$50.5K +157 +7%
ARMT
2345
Amica Retiree Medical Trust
Rhode Island
$913K -$97.5K -303 -12%
SSW
2346
Stone Summit Wealth
Florida
$913K -$3.22K -10 -0.4%
PMFA
2347
Plante Moran Financial Advisors
Michigan
$913K +$81.4K +253 +13%
MFWP
2348
Mosaic Family Wealth Partners
Missouri
$912K +$6.76K +21 +0.9%
ODIJL
2349
One Day In July LLC
Vermont
$912K -$651K -2,022 -47%
6F
2350
626 Financial
Michigan
$909K +$7.08K +22 +1%
92 93
94
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