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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2176
Legacy Advisors
Pennsylvania
$419K +$152K +3,755 +58%
MA
2177
MKT Advisors
California
$419K -$15.9K -393 -4%
NFG
2178
Northbridge Financial Group
Florida
$417K +$416K +10,245 New
PIMG
2179
Patriot Investment Management Group
Tennessee
$417K -$6.21K -153 -1%
FWI
2180
Facet Wealth Inc
Maryland
$416K +$428K +10,559 New
TFG
2181
Tilson Financial Group
New Jersey
$415K -$12.7K -312 -3%
DDC
2182
DF Dent & Co
Maryland
$414K – – –
OAS
2183
Optivise Advisory Services
Tennessee
$414K +$103K +2,533 +33%
EWA
2184
Encompass Wealth Advisors
Oregon
$414K -$105K -2,600 -20%
SRA
2185
Secured Retirement Advisors
Minnesota
$412K +$33.7K +832 +9%
WCFA
2186
Walkner Condon Financial Advisors
Wisconsin
$412K +$12.7K +314 +3%
MWPCG
2187
Measured Wealth Private Client Group
New Hampshire
$410K -$349K -8,616 -46%
ACM
2188
Aljian Capital Management
Nevada
$410K -$109K -2,692 -21%
SFG
2189
Seamount Financial Group
Colorado
$410K +$1.46K +36 +0.4%
DWML
2190
Decker Wealth Management LLC
Tennessee
$409K +$408K +10,047 New
AOI
2191
Auto-Owners Insurance
Michigan
$409K – – –
6F
2192
626 Financial
Michigan
$407K +$86.7K +2,137 +27%
SLT
2193
St Louis Trust
Missouri
$407K -$44.5K -1,098 -10%
PGWM
2194
Pitti Group Wealth Management
New York
$407K +$63.5K +1,565 +19%
CIM
2195
Contravisory Investment Management
Massachusetts
$404K -$255K -6,284 -39%
GVCM
2196
Global View Capital Management
Wisconsin
$403K +$401K +9,893 New
VPP
2197
Vertex Planning Partners
Illinois
$403K -$63.4K -1,563 -14%
TIP
2198
Tandem Investment Partners
New Jersey
$402K -$50.1K -1,235 -11%
PFM
2199
Peak Financial Management
Massachusetts
$401K – – –
MAWA
2200
Moss Adams Wealth Advisors
Washington
$400K -$44.3K -1,092 -10%
86 87
88
89 90