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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2326
McLean Asset Management
Virginia
$883K +$25.2K +125 +3%
SFWC
2327
Strategic Family Wealth Counselors
New Jersey
$881K -$202 -1 -0%
EFG
2328
Everhart Financial Group
Ohio
$880K +$390K +1,935 +84%
VWA
2329
Visionary Wealth Advisors
Illinois
$878K +$150K +744 +21%
FBFS
2330
First Business Financial Services
Wisconsin
$877K +$3.83K +19 +0.5%
CP
2331
Castleview Partners
Texas
$875K +$22.2K +110 +3%
FA
2332
Fermata Advisors
California
$875K -$4.44K -22 -0.5%
WW
2333
Waterfront Wealth
Kansas
$875K +$1.21K +6 +0.2%
FPF
2334
First Pacific Financial
Washington
$875K +$50K +248 +6%
EFG
2335
Ethos Financial Group
Pennsylvania
$874K +$840K +4,165 New
CFP
2336
Catalyst Financial Partners
Massachusetts
$874K +$848K +4,205 New
ASBI
2337
American State Bank (Iowa)
Iowa
$872K -$5.65K -28 -0.7%
BA
2338
Bluesphere Advisors
Pennsylvania
$872K – – –
CIM
2339
CIM Investment Management
Pennsylvania
$871K -$20.6K -102 -2%
RIM
2340
Redwood Investment Management
Arizona
$871K +$199K +986 +31%
LP
2341
LGL Partners
Pennsylvania
$866K -$174K -862 -17%
CBT
2342
CoreFirst Bank & Trust
Kansas
$866K -$4.44K -22 -0.5%
LA
2343
Latitude Advisors
Florida
$866K -$69.2K -343 -8%
SWA
2344
Strata Wealth Advisors
Texas
$865K +$840K +4,163 New
PSC
2345
Prentiss Smith & Co
Vermont
$865K – – –
MCIA
2346
Mountain Capital Investment Advisors
Colorado
$862K -$2.75M -13,637 -78%
WCM
2347
Windsor Capital Management
Arizona
$862K -$40.5K -201 -5%
NA
2348
Nordwand Advisors
Pennsylvania
$862K +$837K +4,149 New
FCP
2349
Fidelis Capital Partners
Florida
$859K +$792K +3,929 New
ZF
2350
Zhang Financial
Michigan
$856K +$3.23K +16 +0.4%
92 93
94
95 96