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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2101
Drive Wealth Management
Utah
$2.88M -$171K -501 -6%
CPC
2102
CFC Planning Company
Indiana
$2.88M +$394K +1,156 +16%
EHWM
2103
Eads & Heald Wealth Management
Georgia
$2.88M -$45K -132 -2%
CP
2104
Canopy Partners
Ohio
$2.87M +$56.6K +166 +2%
AC
2105
Aristides Capital
Kentucky
$2.87M +$112K +330 +4%
SLT
2106
St Louis Trust
Missouri
$2.87M +$1.46M +4,289 +110%
NGA
2107
Naples Global Advisors
Florida
$2.86M +$3.75K +11 +0.1%
EFG
2108
Ethos Financial Group
Pennsylvania
$2.86M +$212K +623 +8%
CC
2109
Cypress Capital
Tennessee
$2.85M +$51.4K +151 +2%
EA
2110
Ellsworth Advisors
Ohio
$2.84M +$39.2K +115 +1%
UAG
2111
United Advisor Group
Ohio
$2.84M +$26.9K +79 +1%
MAM
2112
Milestone Asset Management
Pennsylvania
$2.83M -$1.83M -5,367 -40%
SW
2113
SkyOak Wealth
Michigan
$2.83M -$98.8K -290 -3%
FPWM
2114
FSB Premier Wealth Management
Iowa
$2.83M +$4.77K +14 +0.2%
FA
2115
Fiduciary Alliance
South Carolina
$2.82M -$319K -936 -10%
AWA
2116
Argo Wealth Advisory
Virginia
$2.82M +$2.74M +8,052 New
SWM
2117
Sculati Wealth Management
Michigan
$2.82M -$52.5K -154 -2%
BLAM
2118
Bourne Lent Asset Management
New York
$2.82M – – –
LA
2119
Lynch & Associates
Indiana
$2.82M +$23.2K +68 +0.9%
LI
2120
Louisbourg Investments
New Brunswick, Canada
$2.82M +$224K +657 +7%
BAM
2121
Byrne Asset Management
New Jersey
$2.82M +$5.11K +15 +0.2%
OC
2122
Oakworth Capital
Alabama
$2.81M +$98.8K +290 +4%
SFPG
2123
Stonebridge Financial Planning Group
Florida
$2.81M -$54.5K -160 -2%
BPW
2124
BlueDoor Private Wealth
Massachusetts
$2.8M +$2.72M +7,986 New
PCA
2125
Purkiss Capital Advisors
Connecticut
$2.79M +$2.73K +8 +0.1%
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