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Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
1026
Optimist Retirement Group
Washington
$2.51M +$22.4K +518 +0.9%
WWM
1027
WT Wealth Management
Arizona
$2.51M +$573K +13,237 +30%
MPPW
1028
Mitchell & Pahl Private Wealth
Oklahoma
$2.51M +$13.9K +322 +0.6%
MIM
1029
Marshall Investment Management
Colorado
$2.49M +$2.45M +56,669 New
SNPAM
1030
St. Nicholas Private Asset Management
Florida
$2.49M -$45.5K -1,050 -2%
CTA
1031
Colonial Trust Advisors
South Carolina
$2.48M -$600K -13,857 -20%
CPC
1032
Consolidated Planning Corp
Georgia
$2.47M +$478K +11,048 +24%
CWS
1033
Confluence Wealth Services
Pennsylvania
$2.47M +$14.5K +335 +0.6%
CGA
1034
Crescent Grove Advisors
Illinois
$2.47M -$402K -9,291 -14%
WWA
1035
WCG Wealth Advisors
Nevada
$2.46M +$281K +6,488 +13%
WWM
1036
Western Wealth Management
Colorado
$2.46M +$314K +7,259 +15%
BCP
1037
Blackhawk Capital Partners
Wisconsin
$2.45M -$148K -3,426 -6%
MSFS
1038
Main Street Financial Solutions
Pennsylvania
$2.44M +$278K +6,426 +13%
LG
1039
LaFleur & Godfrey
Michigan
$2.44M +$399K +9,226 +20%
RCM
1040
Radnor Capital Management
Pennsylvania
$2.43M -$37.8K -873 -2%
BWM
1041
BCGM Wealth Management
Indiana
$2.43M +$117K +2,706 +5%
WBWA
1042
William B. Walkup & Associates
South Carolina
$2.42M +$430K +9,925 +22%
BB
1043
Busey Bank
Illinois
$2.42M +$48.7K +1,125 +2%
MRP
1044
Measured Risk Portfolios
California
$2.41M +$38.6K +891 +2%
MCA
1045
MSH Capital Advisors
Arizona
$2.41M +$80.2K +1,852 +3%
BFO
1046
Boston Family Office
Massachusetts
$2.4M +$14.2K +329 +0.6%
AMIM
1047
Aull & Monroe Investment Management
Alabama
$2.4M +$40.4K +934 +2%
HAM
1048
Hedges Asset Management
Nevada
$2.4M – – –
MMA
1049
Miracle Mile Advisors
California
$2.38M +$212K +4,895 +10%
RC
1050
Rahlfs Capital
Texas
$2.37M -$5.63K -130 -0.2%
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