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Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
1326
Brady Family Wealth
Missouri
$5.41M +$50.2K +209 +0.9%
BWS
1327
Buck Wealth Strategies
Colorado
$5.41M +$127K +529 +2%
FFAM
1328
Forge First Asset Management
Canada
$5.38M – – –
PM
1329
Phraction Management
Connecticut
$5.36M +$14.4K +60 +0.3%
CG
1330
Cynosure Group
Utah
$5.36M -$2.52M -10,469 -31%
MWA
1331
Meridian Wealth Advisors
Texas
$5.36M +$86.1K +358 +2%
BZWA
1332
Blue Zone Wealth Advisors
California
$5.35M -$92.1K -383 -2%
CP
1333
CenterBook Partners
Connecticut
$5.35M -$3.61M -15,017 -39%
MCM
1334
McDonough Capital Management
Florida
$5.34M +$26.4K +110 +0.5%
SVCP
1335
Silicon Valley Capital Partners
California
$5.32M +$1.52M +6,324 +38%
SC
1336
Sawyer & Company
Massachusetts
$5.31M -$61.5K -256 -1%
TCM
1337
Twin Capital Management
Pennsylvania
$5.3M -$1.4M -5,822 -20%
FC
1338
FORA Capital
Florida
$5.3M +$5.54M +23,059 New
IAM
1339
Innovis Asset Management
Illinois
$5.3M -$4.33K -18 -0.1%
FMAEN1
1340
Fund Management at Engine No 1
California
$5.29M +$460K +1,912 +9%
AC
1341
Asio Capital
Kentucky
$5.28M -$24.8K -103 -0.4%
PCM
1342
Poehling Capital Management
Wisconsin
$5.27M +$51K +212 +0.9%
MMM
1343
Mendel Money Management
Illinois
$5.26M +$61.1K +254 +1%
FNB
1344
Farmers National Bank
Kentucky
$5.26M +$351K +1,462 +7%
SVWAG
1345
Sound View Wealth Advisors Group
Georgia
$5.25M +$681K +2,834 +14%
PA
1346
Profund Advisors
Maryland
$5.24M -$270K -1,122 -5%
MWM
1347
Meridian Wealth Management
Kentucky
$5.22M -$763K -3,176 -12%
FSA
1348
Fort Sheridan Advisors
Illinois
$5.22M +$556K +2,314 +11%
SFA
1349
Souders Financial Advisors
Ohio
$5.21M -$128K -534 -2%
LCM
1350
Legato Capital Management
California
$5.19M +$49K +204 +0.9%
52 53
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