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Name Holding Trade Value Shares
Change
Change in
Stake
MF
2051
Manuka Financial
Virginia
$1.3M – – –
PP
2052
Patten & Patten
Tennessee
$1.3M -$15K -37 -1%
PAW
2053
Plan A Wealth
Nebraska
$1.29M +$75.9K +187 +7%
CC
2054
Courier Capital
New York
$1.29M -$812 -2 -0.1%
IIA
2055
Integrity Investment Advisors
Colorado
$1.29M +$274K +675 +33%
SC
2056
Shay Capital
New York
$1.29M -$1.24M -3,050 -53%
BTWM
2057
Baker Tilly Wealth Management
Wisconsin
$1.29M +$49.9K +123 +5%
SH
2058
SLT Holdings
Arizona
$1.28M +$10.1K +25 +0.9%
OPA
2059
Old Port Advisors
Maine
$1.28M +$67K +165 +7%
KIM
2060
Kane Investment Management
California
$1.28M -$6.49K -16 -0.6%
BHIA
2061
Birch Hill Investment Advisors
Massachusetts
$1.27M +$488K +1,202 +82%
CAM
2062
Chesapeake Asset Management
New York
$1.27M +$31.2K +77 +3%
BPW
2063
BlueDoor Private Wealth
Massachusetts
$1.27M -$56.4K -139 -5%
CS
2064
Cannell & Spears
New York
$1.27M +$114K +281 +12%
SA
2065
SPWM Advisors
Michigan
$1.27M -$503K -1,240 -28%
WCCM
2066
Willow Creek Capital Management
Montana
$1.27M +$1.08M +2,651 New
AWM
2067
Accurate Wealth Management
Florida
$1.27M +$131K +322 +12%
HFP
2068
Holistic Financial Partners
Indiana
$1.27M -$45K -111 -4%
WA
2069
WESPAC Advisors
California
$1.26M – – –
RAG
2070
RIA Advisory Group
Iowa
$1.26M -$2.84K -7 -0.3%
AG
2071
AmeriFlex Group
Nevada
$1.26M +$145K +357 +16%
APFP
2072
Action Point Financial Planning
Michigan
$1.25M +$1.07M +2,632 New
VFP
2073
Vilga Financial Planning
New Jersey
$1.25M +$162K +400 +18%
CA
2074
Crewe Advisors
Utah
$1.25M -$1.62K -4 -0.2%
BWM
2075
BankPlus Wealth Management
Mississippi
$1.25M +$28.4K +70 +3%