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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2126
Summit Wealth & Retirement Planning
California
$1.08M -$84.4K -369 -7%
CCB
2127
Cutter & Co Brokerage
Missouri
$1.08M +$17.6K +77 +2%
FHC
2128
First Horizon Corporation
Tennessee
$1.08M +$27K +118 +3%
MPPLM
2129
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$715K +3,126 +210%
HFS
2130
Haverford Financial Services
Pennsylvania
$1.08M – – –
FC
2131
Forte Capital
New York
$1.08M +$64.7K +283 +7%
WMP
2132
Wealth Management Partners
Arizona
$1.07M -$57.2K -250 -5%
JSL
2133
JT Stratford LLC
Georgia
$1.06M +$200K +873 +24%
GA
2134
Geller Advisors
New York
$1.06M +$1.37K +6 +0.1%
AAP
2135
Arax Advisory Partners
Colorado
$1.06M +$1.04M +4,533 New
MS
2136
Madden Securities
Texas
$1.06M – – –
DWM
2137
Dorchester Wealth Management
Quebec, Canada
$1.05M – – –
WI
2138
Wedgewood Investors
Pennsylvania
$1.05M – – –
SAM
2139
Satovsky Asset Management
New York
$1.05M +$1.03M +4,512 New
UMC
2140
United Maritime Capital
New York
$1.05M +$229K +1,000 +29%
IP
2141
Interval Partners
New York
$1.05M -$12.4M -54,106 -92%
WCM
2142
Windsor Capital Management
Arizona
$1.05M -$44.1K -193 -4%
LOIM
2143
Liberty One Investment Management
Illinois
$1.05M +$64.9K +284 +7%
LFA
2144
Legacy Financial Advisors
Kentucky
$1.04M -$229K -1,001 -18%
BFPW
2145
BOK Financial Private Wealth
Colorado
$1.04M +$359K +1,572 +54%
LC
2146
Lindbrook Capital
California
$1.04M +$8.69K +38 +0.9%
AIL
2147
AGF Investments LLC
Ontario, Canada
$1.04M -$2.97K -13 -0.3%
STB
2148
S&T Bank
Pennsylvania
$1.04M – – –
CAC
2149
Certified Advisory Corp
Florida
$1.04M +$9.6K +42 +1%
WCWM
2150
Willow Creek Wealth Management
California
$1.04M +$14.9K +65 +1%
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